Tag: Event/Firm News

Round Table Wealth Management Appoints Kimberly Sharp as Managing Director, Head of Wealth Services

Round Table Wealth Management, a global wealth and investment management firm headquartered in Westfield, NJ, proudly announces the hiring of Kimberly Sharp as Managing Director, Head of Wealth Services. Ms. Sharp's appointment highlights Round Table's commitment to exceptional client service and continued [...]

By |2020-08-07T13:46:13+00:00August 7th, 2020|Blog|0 Comments

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