Steven Giacona is founder and managing member of Round Table Services, LLC. He is a member of the firm's Investment Committee and has over 20 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; selecting and overseeing the firm's portfolio of investment managers, custodians and related due diligence; and managing the firm's growth.
Prior, Mr. Giacona was a Senior Vice President at U.S. Trust Company of New York, with responsibilities ranging from financial planning for clients with net worth in excess of $50MM to developing and implementing low basis stock strategies and cash management structures. A certified public accountant, he began his career in the tax department at Coopers & Lybrand, specializing in personal financial services. Mr. Giacona holds a B.S. in Accounting from Marist College and a Master of Science in Taxation from Fordham University.
Mr. Giacona was ranked in Barron's 2007 list of top 50 Registered Investment Advisors and recognized in Worth Magazine's 2007 Top 100 Wealth Advisors. He is a member of the Economic Club of New York; serves on the Board of Directors of Cryptolex, Inc.; and is a Trustee of the St. Pauls Episcopal Church Memorial Endowment Trust.
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