Stephen Miller

Finance

Consumer Services

Profile

Prior to joining Round Table Services, Mr. Miller obtained experience as an investment oriented financial counselor with Citicorp Investment Services.
Mr. Miller holds a BBA in Finance from Baylor University and is a Certified Financial Planner.

Former positions of Stephen Miller

Companies	Position	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	2009-12-30
Citicorp Investment Services Citicorp Investment Services Investment ManagersFinance Part of Citigroup, Inc., Citicorp Investment Services is a company that provides investment advice. The company is based in Long Island City, NY.	Corporate Officer/Principal	-

See the detail of Stephen Miller's experience

Training of Stephen Miller

Baylor University

Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies