ROUND TABLE WEALTH MANAGEMENT - Key Persons
Adam Miller is a Client Service Associate at Round Table Wealth Management. He is responsible for assisting with client onboarding, account maintenance and supporting the firm's client service teams. Prior to joining Round Table, Adam worked as a client servicing specialist at a wealth management firm.
Adam is a graduate of Rutgers University with a Bachelor's degree in Psychology. In his spare time, Adam enjoys golfing, cooking, and watching sports.
Job Titles:
- Member of the Investment Committee
- Associate, Wealth Analyst
Aimee M. Adler is an Associate, Wealth Analyst at Round Table Wealth Management. She is responsible for assisting with the daily needs of our clients and with supporting the firm's Wealth Advisors. Prior to joining Round Table, Aimee worked as a client services and operations associate at another registered investment advisory firm.
Aimee graduated Magna Cum Laude from Tulane University with a Bachelor of Science in Management double majoring in Finance and Management. In her spare time, Aimee enjoys trying new exercise classes and giving back to the community. Since 2012, Aimee has been volunteering with Camp Dream Street Mississippi-a week-long sleep-away camp for children with physical disabilities.
Anthony Rosetti is a Director, Wealth Advisor at Round Table Wealth Management, based out of our Boca Raton, Florida office. Anthony is responsible for developing and managing clients and coordinating all aspects of the Investment Management and Financial Advisory services for his relationships.
Anthony began his career in the financial services industry in 2009 and spent the early part of his career in the private wealth management division of a national broker-dealer in New York City. In order to broaden his investment knowledge and experience within the industry, he completed the CFA designation and moved over to the institutional side of the business in Prime Brokerage Sales. While there he was responsible for building complex financial models to help evaluate bank financing relationships with some of the largest hedge funds in the world. Most recently he was an investment analyst at a global broker-dealer working primarily with corporate 401k plans, foundations and endowments, and high net worth individuals.
Anthony is a graduate of the University of Tampa, where he majored in Economics. He recently relocated to Florida from NYC and resides in Palm Beach Gardens with his wife, Blythe, and English Bulldog, Barkley. In his free time he enjoys working out and playing golf.
Bruce A. Hyde - Chief Compliance Officer
Job Titles:
- Chief Compliance Officer
- Partner
- MST
- Partner, Wealth Advisor
Bruce Hyde is a Partner, Chief Compliance Officer and Wealth Advisor at Round Table Wealth Management and has over 30 years of experience in the financial services industry. He is responsible for advising clients on the full range of financial matters including investments, insurance, estate, gift and income tax issues as well as financial decision making. For the past 19 years, Bruce has been working closely with partners at major law firms, corporate executives and business owners to serve their unique financial planning needs.
Bruce graduated from Lafayette College with a B.A. in Economics and Business and holds a Masters in Taxation (MST) from Seton Hall University where he was elected Beta Gamma Sigma for high scholastic achievement. Bruce is a Certified Public Accountant, and began his career at a "Big 8" accounting firm. He later joined a large corporation and most recently a regional wealth management firm. He is a Trustee and Vice Chair of the Board of the Land Conservancy of New Jersey.
Job Titles:
- Senior Associate, Wealth Analyst
Christopher Turso is a Senior Associate, Wealth Analyst at Round Table Wealth Management. He is responsible for assisting with day-to-day client needs as well as providing financial planning and investment management analysis and support to the firm's Wealth Advisors.
Christopher is a graduate of Michigan State University with a B.A. in Finance. He completed the Financial Planning and Wealth Management Program at Michigan State University and is a CERTIFIED FINANCIAL PLANNER™ professional. In his free time, he enjoys playing sports and cooking.
Debora Brody is the Controller at Round Table Wealth Management. She manages the Accounting and Financial Reporting needs of the firm.
Debora brings more than 19 years of experience as a Certified ProAdvisor of QuickBooks and has provided advisory and bookkeeping services to more than 100 clients over that time span.
Debora is a graduate of Kean University. She holds a Bachelor's degree in Accounting as well as two Master's degrees, an MS in Management Systems Analysis and an MS in Accounting. Debora enjoys travelling as well as being in the company of her four adult children and friends. She has also donated her time and expertise to the community as a PTA leader and is currently an elected member of her local Board of Education.
Job Titles:
- CFP®Wealth Advisor
- Director, Wealth Advisor
Eric Thompson is a Director, Wealth Advisor at Round Table Wealth Management. He is responsible for developing customized asset allocations, comprehensive financial planning, as well as coordinating day-to-day client needs.
Eric is a graduate of Ramapo College of New Jersey with a Bachelor of Science in Business Administration with a concentration in Finance and is a CERTIFIED FINANCIAL PLANNER™ professional. He is an Alumni Advisor for the Kappa Sigma Fraternity, an avid hiker, and a musician in his free time, playing both the guitar and drums.
Job Titles:
- Member of the Investment Committee
- CFP®Wealth Advisor
- Senior Director, Wealth Advisor With
Frederic Behrens is a Senior Director, Wealth Advisor with Round Table Wealth Management. He is experienced in working with high-net-worth individuals and international families. Frederic is responsible for managing clients and coordinating all aspects of the Investment Management and Financial Advisory services for his relationships.
In particular, Frederic has significant experience working with U.S. citizens living abroad, non-resident aliens, and mixed-nationality families. Well-informed on tax and compliance issues, Frederic authored a widely-cited article on FATCA for the Wisconsin Law Review. He brings significant cross-border tax and international estate planning expertise to his client relationships.
Frederic is a graduate of the University of Georgia (B.B.A., International Business) and the University of Wisconsin (J.D.). He holds the CERTIFIED FINANCIAL PLANNER™ designation. Frederic enjoys skiing and exploring New York City.
Job Titles:
- Associate, Wealth Analyst
Justin M. Giacona is an Associate, Wealth Analyst at Round Table Wealth Management. He is responsible for assisting with day-to-day client needs as well as providing financial planning and investment management analysis and support to the firm's Wealth Advisors.
Prior to joining Round Table, Justin worked at a Big Four public accounting firm where he focused on corporate tax compliance and planning for small-to-medium sized private companies.
Justin is a graduate of Loyola University Maryland where he received his Bachelor of Business Administration in Accounting with a minor in Information Systems. He also received his Masters of Accounting at Loyola and is a Certified Public Accountant (CPA). Justin studied abroad in Australia, enjoys traveling and playing chess in his free time.
Lauren Gooding is a Director, Wealth Advisor at Round Table Wealth Management. Lauren's primary focus is supporting the firm's family office clients to ensure the on-going administration of their complex multi-generational plans. Her responsibilities include developing and implementing financial plans for her clients in coordination with their attorneys, tax advisors and insurance professionals in order to manage their trusts, estates and other family entities.
Lauren is a graduate of Lehigh University with a B.S. in Finance, with a minor in Psychology and is a Certified Trust and Fiduciary Advisor professional.
Job Titles:
- Chief Operating Officer and Wealth Advisor
- COO, Wealth Advisor
Marcia Paltenstein is Chief Operating Officer and Wealth Advisor at Round Table Wealth Management who is responsible for overseeing firm operations including systems integration, the SEC compliance program and the client experience. Additionally, Marcia specializes in working with both domestic and international multi-generational families. Marcia works with some of Round Table's more complex clients through the implementation and ongoing administration of their wealth preservation strategies. She has over 20 years of experience working with wealthy individuals, their families, and their advisors.
Marianne S. Rodriguez is a Director, Wealth Advisor at Round Table Wealth Management, based out of our Boca Raton, Florida office. Marianne is responsible for developing and managing clients and coordinating all aspects of the Investment Management and Financial Advisory services for her relationships.
Marianne has been serving the financial needs of the Southeast Florida Market through her leadership as a branch manager with a national brokerage firm. Her diverse background within the financial industry has allowed her to assist clients with personal and commercial banking solutions, their insurance needs as well as investment guidance and advice. Most recently, she has been providing clients with comprehensive financial planning tools and resources.
Marianne received her Bachelor's degree in Business Administration with a minor in Marketing and Human Resources from Universidad Iberoamericana UNIBE in Santo Domingo, Dominican Republic. She earned her CERTIFIED FINANCIAL PLANNER™ designation in 2018 and is currently an active member of the Financial Planning Association (FPA). Marianne is passionate about cultural diversity and learning from people who come from different backgrounds, and is fluent in four languages: English, Spanish, French and Portuguese. She enjoys cycling with her husband Rafael, and spends most of her free time with their family and her cat Rainbow and dog Ginger.
Job Titles:
- Member of the Institute for Divorce Financial Analysts
- Wealth Advisor With
Mariella is a member of The Institute for Divorce Financial Analysts. She previously served on the Board of Directors for the Westfield Area YMCA and the Greater Westfield Area Chamber of Commerce.
Job Titles:
- Executive Assistant
- Office Manager
- RTWM in 2019 As an Office Manager and Executive Assistant
Matt Burns joined RTWM in 2019 as an Office Manager and Executive Assistant. He supports the Firm in a variety of capacities including administrative and technical support, communications and database management.
He is a former United States Marine with a diverse 30+ year management and marketing background in computer systems technology, office administration, and real estate. Matt possesses a thorough knowledge of computer operating systems, computer network systems, database development and maintenance, desktop publishing, and graphic design.
Matt is both a Notary Public for the State of New Jersey and a licensed Real Estate Agent.
Matt resides in Piscataway, NJ where he owns and operates Audio Alchemy, a professional digital audio/MIDI recording studio. There he produces music and sound design creations for a wide variety of multimedia applications.
In his free time, Matt enjoys kiteboarding on the Jersey shore, theater, creating in his recording studio, and spending time with his family.
Job Titles:
- Member of the Investment Committee
- Associate, Wealth Analyst
Matthew Alschen is an Associate, Wealth Analyst at Round Table Wealth Management. He is responsible for assisting with client operations and supporting other wealth and financial planning analysts. Matt has always had a great passion for financial planning and has worked extensively with underserved communities since 2007.
Michael B. Fischer is a Director, Wealth Advisor at Round Table Wealth Management and has been with the firm since 2011. He is responsible for developing customized asset allocations, comprehensive financial planning, as well as coordinating day-to-day client needs.
Michael is a graduate of the University of Maryland at College Park with a Dual B.S. in Finance and Operations Management and holds a Masters of Accountancy in Taxation from Rutgers University. He is also a CERTIFIED FINANCIAL PLANNER™ professional and named a winner of the Five Star Wealth Manager Award for 2022, which recognizes wealth managers who consistently provide quality service and financial planning to their clients.
In his free time, Michael competes in triathlons and is an Ironman.
Job Titles:
- Marketing Director
- Board Member to the Arizona Council
Regina Carmon is the Marketing Director at Round Table Wealth Management and is responsible for the overall marketing strategy for the firm. This includes brand awareness as well as implementing marketing best practices for business development and advertisement campaigns.
Regina has over 20 combined years of corporate marketing experience in the financial services industry. Prior to joining Round Table Wealth Management, Regina was responsible for marketing, relationships, and sales of 529 savings programs offered nationwide and was a 529 product marketer at NexBank, AllianceBernstein and Franklin Templeton Investments. Regina served as Treasurer and Chair of the Marketing Taskforce at College Savings Foundation, a Washington, D.C.-based not-for-profit organization helping American families achieve their education savings goals.
Regina currently serves as a board member to the Arizona Council on Economic Education. She graduated from the New Jersey Institute of Technology with a Bachelor of Science specializing in Marketing with an emphasis in Finance.
Regina is the proud parent of her daughter Raye Nicole and a mixed Labrador named Bentley. She enjoys collaborating on ways to bring financial literacy to the underserved, serving on the media ministry at church, experiencing cuisines from travels near and far, and spending time with family and friends.
Rich Policastro is the President of Round Table Wealth Management. Rich is responsible for leading the firm's strategic business initiatives, overseeing staff and professional management, and enhancing the company's overall operational efficiencies.
Rich has over 30 years of experience in the financial services industry. Prior to joining Round Table Wealth Management, he has held strategic senior management sales and relationship management leadership roles for two of the largest national broker-dealers in the industry that provide custody, clearing, and consulting solutions to independent Registered Investment Advisors (RIAs), Broker-Dealers and Family Offices.
Rich graduated from Fairleigh Dickinson University with a Bachelor of Science in Finance. In addition to his undergraduate studies, he was on the active roster of the FDU baseball team earning the status of Co-Captain and was awarded MVP status.
Rich and his wife Carol are the proud parents of their two children Christine and Michael. He and his family enjoy spending time together on the Jersey Shore and sharing their home with Carlie, their golden retriever.
Job Titles:
- Senior Director, Wealth Advisor
Richard Freeman is a Senior Director, Wealth Advisor at Round Table Wealth Management. He is a member of the firm's Investment Committee and has over 30 years of experience working with high net worth individuals in a wide variety of disciplines. Rich focuses on the Baby Boom generation and planning to ensure that they meet their financial goals throughout retirement.
Rich has a B.A. from the University of Pennsylvania, an M.B.A. from the University of Chicago and is a CERTIFIED FINANCIAL PLANNER™ professional. Prior to joining Round Table, Rich held positions with several private banks, a "Big 4" accounting firm and a large insurance company. His professional writing has been published in Trusts and Estates Magazine and the New York State Society of CPA's Journal and he has been quoted in the New York Times and Wall Street Journal.
Rich is active with Fairfield County's Community Foundation. He is a Board Member of Norwalk Grassroots Tennis and Education, an organization that helps under resourced children. He is a former President of the Estate Planning Council of Lower Fairfield County.
Robert Davis - Chief Investment Officer
Job Titles:
- Chief Investment Officer
- Partner
Job Titles:
- Chief Executive Officer
- Managing Member
- MST, TEP
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.
His responsibilities include managing client relationships, developing risk-based asset allocation models, researching and advising on public and private investments, designing business, estate and income tax transactions, overseeing the selection of the firm's investment managers, custodians and related due diligence, and managing the firm's growth.
Steven's areas of expertise include:
Non-Traditional Investors
Philanthropic Entities and Planning
Business Owners
International Families
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 Economic Club of New York, 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.
Job Titles:
- Director, Portfolio Advisor With
Steven Saunders is a Director, Portfolio Advisor with Round Table Wealth Management. He is a member of our investment team and a member of the firm's Investment Committee. His responsibilities include manager research, due diligence, client portfolio analysis, and asset allocation evaluation.
Steven is a graduate of the University of Wisconsin-Milwaukee with a B.S. degree in Finance as well as having completed the Investment Management Certificate Program (IMCP). He holds the Chartered Financial Analyst® and Chartered Alternative Investment Analyst designations. Steven enjoys exploring the outdoors through camping and mountain biking.
Job Titles:
- Director, Portfolio Advisor With
- Portfolio Advisor
Theodore Schneider is a Director, Portfolio Advisor with Round Table Wealth Management and has been a member of our investment team since 2012. His responsibilities include manager research, due diligence, client portfolio analysis and asset allocation evaluation.
Theodore has extensive experience with non-profit clients, working with endowments, foundations and charitable organizations to provide investment management services. He is acutely knowledgeable of the nuanced investment, reporting and policy requirements that typically exist within non-profit relationships.
Theodore is a graduate of Princeton University with an A.B. in Sociology and holds the Chartered Financial Analyst® designation. Prior to joining Round Table, Theodore played professional soccer for the New York Red Bulls of Major League Soccer. He is also an avid golfer and enjoys spending time with his wife and dog.