Profil
Steven Joseph Giacona is the founder of Round Table Services LLC, which was founded in 1999.
He held the title of Chief Executive Officer from 1999 to 2022.
Mr. Giacona's former jobs include Director at Mobio Technologies, Inc., Principal at PricewaterhouseCoopers LLP, Advisor at Eagle Ridge Investment Management LLC, and Senior Vice President at United States Trust Co., NA.
Mr. Giacona's education history includes a graduate degree from Fordham University and an undergraduate degree from Marist College.
Anciens postes connus de Steven Giacona
| Sociétés | Poste | Fin |
|---|---|---|
Round Table Services LLC
 Round Table Services LLC Investment ManagersFinance Round Table Services LLC, do-business-as Round Table Wealth Management (RTWM), is a SEC-registered investment advisory and wealth management firm headquartered in Westfield, New Jersey. The firm was founded in 1999 by Steven Giacona. In 2022, they were acquired by Cerity Partners LLC, a subsidiary of Palladium Partners LLC. RTWM provides investment and financial advisory services to high net-worth individuals and families, trusts, estates, charitable organizations which includes family foundations, pensions and profit-sharing plans and corporations. | Fondateur | 01/12/2022 |
PricewaterhouseCoopers LLP
 PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Corporate Officer/Principal | - |
Mobio Technologies, Inc. /Old/
 Mobio Technologies, Inc. /Old/ Miscellaneous Commercial ServicesCommercial Services Mobio Technologies is a leading consumer marketing and technology firm committed to giving brands and consumers innovative, meaningful and rewarding mobile experiences. Founded in 2009, the Mobio solution empowers consumers and brands to interact with each other on a one-to-one basis and develop personal relationships that are mutually beneficial. Using advanced authentication and mobile payment technology, Mobio works with brands, retail partners, entertainment properties, payment providers and banks to develop customized programs that give their most loyal customers unprecedented personalized and preferred treatment. The company is headquartered in Vancouver, Canada | Directeur/Membre du Conseil | - |
Eagle Ridge Investment Management LLC
 Eagle Ridge Investment Management LLC Investment ManagersFinance Eagle Ridge Investment Management LLC (Eagle Ridge) is an independent registered investment advisor and wealth management firm headquartered in Stamford, Connecticut. The firm was founded in 2008 by David A. Tillson and John J. Knox III. Eagle Ridge provides investment management services to individuals and institutional investors through separately managed accounts. | Corporate Officer/Principal | - |
United States Trust Co., NA
 United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Corporate Officer/Principal | - |
Formation de Steven Giacona
| Marist College | Undergraduate Degree |
| Fordham University | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Round Table Services LLC
Round Table Services LLC Investment ManagersFinance Round Table Services LLC, do-business-as Round Table Wealth Management (RTWM), is a SEC-registered investment advisory and wealth management firm headquartered in Westfield, New Jersey. The firm was founded in 1999 by Steven Giacona. In 2022, they were acquired by Cerity Partners LLC, a subsidiary of Palladium Partners LLC. RTWM provides investment and financial advisory services to high net-worth individuals and families, trusts, estates, charitable organizations which includes family foundations, pensions and profit-sharing plans and corporations. | Finance |
United States Trust Co., NA
United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Finance |
Eagle Ridge Investment Management LLC
Eagle Ridge Investment Management LLC Investment ManagersFinance Eagle Ridge Investment Management LLC (Eagle Ridge) is an independent registered investment advisor and wealth management firm headquartered in Stamford, Connecticut. The firm was founded in 2008 by David A. Tillson and John J. Knox III. Eagle Ridge provides investment management services to individuals and institutional investors through separately managed accounts. | Finance |
Mobio Technologies, Inc. /Old/
Mobio Technologies, Inc. /Old/ Miscellaneous Commercial ServicesCommercial Services Mobio Technologies is a leading consumer marketing and technology firm committed to giving brands and consumers innovative, meaningful and rewarding mobile experiences. Founded in 2009, the Mobio solution empowers consumers and brands to interact with each other on a one-to-one basis and develop personal relationships that are mutually beneficial. Using advanced authentication and mobile payment technology, Mobio works with brands, retail partners, entertainment properties, payment providers and banks to develop customized programs that give their most loyal customers unprecedented personalized and preferred treatment. The company is headquartered in Vancouver, Canada | Commercial Services |
PricewaterhouseCoopers LLP
PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Commercial Services |
