Perfil
Steven Philip Saunders worked as a Portfolio Advisor at Round Table Services LLC from 2011 to 2022.
He obtained an undergraduate degree from the University of Wisconsin-Milwaukee.
Antiguos cargos conocidos de Steven Saunders.
| Empresas | Cargo | 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. | Analyst-Equity | 01/12/2022 |
Formación de Steven Saunders.
| University of Wisconsin-Milwaukee | Undergraduate Degree |
Experiencias
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Empresas cotizadas
Empresas privadas
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Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
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Empresas relacionadas
| Empresas privadas | 1 |
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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 |
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