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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 RTWM primarily uses independent managers to implement investment recommendations and allocates assets across a broad range of investment categories and strategies which include equities, fixed income, alternative investments, real estate, private equity and other asset classes. The firm aims to achieve the desired level of diversification and to meet client objectives for risk and return. | Fondateur | 01/12/2022 |
PricewaterhouseCoopers LLP
 PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, assurance, consulting and tax & business consulting services | Corporate Officer/Principal | - |
Mobio Technologies, Inc. /Old/
 Mobio Technologies, Inc. /Old/ Miscellaneous Commercial ServicesCommercial Services Provides mobile payment and marketing technology services | Directeur/Membre du Conseil | - |
Eagle Ridge Investment Management LLC
 Eagle Ridge Investment Management LLC Investment ManagersFinance Eagle Ridge manages balanced accounts, all equity accounts and accounts invested solely in fixed income securities. Their core strategies invest primarily in large and mid-cap stocks. They also provide a small-cap equity and an international equity offering. Equity portfolios generally own between 25 and 40 issues. A stock is sold when it reaches its sell target, a substantially more attractive investment becomes evident, or we have determined our original investment thesis is no longer accurate or business conditions have changed. Fixed income investments primarily emphasize investment grade bonds or Exchange Traded Funds that hold investment grade bonds. Individual securities selected are generally held to maturity and are not traded for short-term profits. Cash balances in client accounts are held for client-directed liquidity needs or are awaiting prospective new investments. | Corporate Officer/Principal | - |
United States Trust Co., NA
 United States Trust Co., NA Major BanksFinance Provides banking services | Corporate Officer/Principal | - |
Formation de Steven Giacona
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
5
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
PricewaterhouseCoopers LLP
PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, assurance, consulting and tax & business consulting services | Commercial Services |
Round Table Services LLC
Round Table Services LLC Investment ManagersFinance RTWM primarily uses independent managers to implement investment recommendations and allocates assets across a broad range of investment categories and strategies which include equities, fixed income, alternative investments, real estate, private equity and other asset classes. The firm aims to achieve the desired level of diversification and to meet client objectives for risk and return. | Finance |
Eagle Ridge Investment Management LLC
Eagle Ridge Investment Management LLC Investment ManagersFinance Eagle Ridge manages balanced accounts, all equity accounts and accounts invested solely in fixed income securities. Their core strategies invest primarily in large and mid-cap stocks. They also provide a small-cap equity and an international equity offering. Equity portfolios generally own between 25 and 40 issues. A stock is sold when it reaches its sell target, a substantially more attractive investment becomes evident, or we have determined our original investment thesis is no longer accurate or business conditions have changed. Fixed income investments primarily emphasize investment grade bonds or Exchange Traded Funds that hold investment grade bonds. Individual securities selected are generally held to maturity and are not traded for short-term profits. Cash balances in client accounts are held for client-directed liquidity needs or are awaiting prospective new investments. | Finance |
Fordham University
 Fordham University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Marist College
 Marist College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
United States Trust Co., NA
United States Trust Co., NA Major BanksFinance Provides banking services | Finance |
Mobio Technologies, Inc. /Old/
Mobio Technologies, Inc. /Old/ Miscellaneous Commercial ServicesCommercial Services Provides mobile payment and marketing technology services | Commercial Services |
