Tag: Event/Firm News

Tangible Opportunities in Emerging Markets

This past Tuesday, Round Table’s Chief Investment Officer Robert Davis had the pleasure of moderating a panel for the CFA Society of New York discussing Tangible Opportunities in Emerging Markets. The panel, comprised of prominent economists and investment managers [...]

By |2019-07-15T20:19:55+00:00April 12th, 2019|In the News|Comments Off on Tangible Opportunities in Emerging Markets

TD Ameritrade LINC Conference

Speaking to a captivated crowd at TD Ameritrade’s LINC 2019, our own Marcia Paltenstein discussed technology to transform your business, and how to implement it. The session addressed various technologies that Round Table has implemented to put us on [...]

By |2019-02-20T13:47:36+00:00February 19th, 2019|In the News|Comments Off on TD Ameritrade LINC Conference

A Woman’s Worth Luncheon

Round Table Wealth Management was delighted to be a co-host of an actively attended luncheon themed “A Woman’s Worth” on Wednesday, April 26th at the beautiful Echo Lake Country Club in Westfield, NJ.  RTWM’s Senior Director, Mariella Foley moderated [...]

By |2018-10-01T22:26:22+00:00October 1st, 2018|In the News|Comments Off on A Woman’s Worth Luncheon

Round Table Kicks Off Seminar Series

Round Table Wealth Management hosted an educational seminar at the beautiful Indian Trail Club in Franklin Lakes, NJ on March 22nd. Led by Director, Taylor Thomas, the event included presentations by RTWM's founder, Steven Giacona, Bruce Hyde, and Fran Hayes. [...]

By |2019-08-15T19:29:58+00:00April 11th, 2017|In the News|Comments Off on Round Table Kicks Off Seminar Series

An Evening of Cooking & Conversation

On September 28th, Round Table Wealth Management hosted a professional networking event at Healthy Italia in Madison, NJ. Moderated by Mariella Foley, the evening included great food, cocktails and a cooking demonstration in addition to networking. The well-attended event [...]

By |2019-06-18T22:36:55+00:00October 14th, 2016|In the News|Comments Off on An Evening of Cooking & Conversation

Round Table Gives Back!

When we’re not busy managing investments or handling financial planning matters for our clients, the employees of Round Table Wealth Management can often be found giving back to the community by volunteering their time or participating in fundraising events. [...]

By |2019-07-15T15:38:29+00:00August 19th, 2016|In the News|Comments Off on Round Table Gives Back!