Steven J. Giacona
CPA, MST, TEP
Founder, CEO, Round Table Wealth Management
Steven Giacona is the Managing Member and Chief Executive Officer of Round Table Wealth Management. He is a member of the firm’s Investment Committee and has over 30 years of experience in advising individuals and families on complex tax and investment matters.
Steven holds a B.S. in Accounting from Marist College and a Master of Science in Taxation from Fordham University. Prior to founding Round Table in 1999, he was a senior officer at a large private bank in New York City. A Certified Public Accountant, he began his career in the tax department at a “Big 4” accounting firm, specializing in personal financial services. His expertise and background allows Steven to be proactive in complex estate planning and asset protection, US inbound investment planning, offshore trust matters including DNI/UNI, PFIC, and CFC issues, in addition to utilizing the full spectrum of investment opportunities for his clients.
He is a member of the American Institute for Certified Public Accountants (AICPA), the Society of Trusts & Estates Practitioners (STEP), and is a Trustee of the St. Paul’s Episcopal Church Memorial Endowment Trust. He is an avid golfer and spends his free time riding motorcycles and traveling with his family.