Steven Giacona

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Profile

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.

Former positions of Steven Giacona

Companies	Position	End
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.	Founder	2022-11-30
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	Director/Board Member	-
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	-

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Private companies	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