2018

Round Table opens Florida and Oregon offices

By |2018-08-29T08:02:28+00:00August 29th, 2018|Comments Off on 2018

2017

Round Table reaches $1 Billion in assets under management

By |2018-09-19T14:37:57+00:00August 29th, 2018|Comments Off on 2017

2015

Financial Advisors ranks Round Table 15th best Registered Investment Advisor for 2015, year-end assets within the $500 million-$1 billion assets under management category

By |2018-09-19T14:37:39+00:00August 29th, 2018|Comments Off on 2015

2013

Round Table opens New York City office

By |2018-09-19T14:37:06+00:00August 29th, 2018|Comments Off on 2013

2012

Round Table launches Countervailing Private Equity Fund

By |2018-09-19T14:36:48+00:00August 29th, 2018|Comments Off on 2012

2010

Round Table reaches $750 million in assets under management

By |2018-09-19T14:36:23+00:00August 29th, 2018|Comments Off on 2010

2007

Round Table listed as one of Barron’s Top 50 Registered Investment Advisors and one of Worth Magazine’s Top 100 wealth advisors; Steven Giacona named a top advisor by Bloomberg

By |2019-06-18T21:47:47+00:00August 29th, 2018|Comments Off on 2007

2006

Robert Davis becomes Partner & Chief Investment Officer

By |2018-09-19T14:34:40+00:00August 29th, 2018|Comments Off on 2006

2005

Round Table reaches $500 million in assets under management

By |2018-09-19T14:35:09+00:00August 29th, 2018|Comments Off on 2005