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Rich Freeman

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Rich Freeman Richard Freeman heads our Connecticut office. As a firm principal, he draws on 20 years of experience working with high net worth... More

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M.B.A from the University of Chicago B.A. from the University of Pennsylvania University of Chicago University of Pennsylvania Certified Financial Planner Bankers Trust

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Chris Cheng

Chris Cheng As chief compliance officer, Christopher Cheng maintains compliance with SEC regulations, coordinates custodial relationships,... More

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Pillar Financial manager chief compliance officer, Christopher Cheng Round Table Services, LLC sec

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Ragan Young

Ragan Young As a Client Relationship Manager, Ragan Young brings over 8 years of a comprehensive financial planning experience to Round Table... More

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B.A. in accounting Financial Planning Association Certified Financial Round Table Services, LLC Client Relationship Manager M University

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Richard Freeman

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Richard Freeman heads our Connecticut office. As a firm principal, he draws on 20 years of experience working with high net worth individuals in a... More

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University of Chicago University of Pennsylvania Bankers Trust New York State Society of CPAs Journal New York Times Certified Financial

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Robert Davis

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Robert Davis is the firm's Chief Investment Officer and has over 10 years of experience in the financial industry. His responsibilities include:... More

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manager Chief Investment Officer Akin Bay Company Vice President for Granite Associates Round Table Services, LLC Chartered Financial

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Steven Giacona

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Steven Giacona is founder and managing member of Round Table Services, LLC. His lead role in the firm includes responsibility for: managing client... More

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senior vice president at U founder Fordham University Accountant S. Trust marist college

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Stephen Miller

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Stephen Miller is the Client Relationship Manager in our Connecticut office. His responsibilities include client counseling, investment research... More

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Baylor University Client Relationship Manager Citicorp Investment Services counselor Certified Financial Round Table Services, LLC

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