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Career history of Steven Giacona
Former positions of Steven Giacona
Companies | Position | Start | End |
---|---|---|---|
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 | 01/01/1999 | 01/12/2022 |
Chief Executive Officer | 01/01/1999 | 01/12/2022 | |
Founder | 01/01/1999 | 01/12/2022 | |
Investment Committee Member | 01/01/1999 | 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 | Director/Board Member | - | - |
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 | - | - |
Training of Steven Giacona
Marist College | Undergraduate Degree |
Fordham University | Graduate Degree |
Statistics
International
United States | 5 |
Netherlands | 2 |
Canada | 2 |
Operational
Corporate Officer/Principal | 3 |
Analyst-Equity | 1 |
Chief Executive Officer | 1 |
Sectoral
Commercial Services | 3 |
Finance | 3 |
Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 4 |
---|---|
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 |
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 |
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 |
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