Mariella Foley becomes Partner. Marcia Paltenstein becomes Chief Operating Officer.

Round Table celebrates 20th anniversary

Round Table opens Florida and Oregon offices

Round Table reaches $1 Billion in assets under management

Bruce Hyde becomes Partner

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

Round Table opens New York City office

Round Table launches Countervailing Private Equity Fund

Round Table reaches $750 million in assets under management

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