Steven Giacona, Founder and CEO of Round Table Wealth Management, recently sat down with Julie Cooling, Founder and CEO of RIA Database to discuss the development of his firm and his three key pieces of advice for new advisors.
Eight founding families provided the working capital for Round Table in 1999. Since then, the firm has expanded and segmented to serve clients from $500,000 in assets to over $100 million.
This varied client base comes from the diversified talent pool in the firm. Giacona personally focuses on international money, ex-patriots, and foreign nationals. However, others in the firm have different interests, such as women in transition. This wide range of interests allows Round Table to offer a holistic approach to addressing client needs.
For new advisors looking to start their own firm or build their book of business, Giacona offered these tips, “ramp up more quickly, don’t be afraid to take on partners for synergy and talent diversification, and “go big or go home.”
Round Table Wealth Management has over $1 billion in assets under management. The firm is based out of New York with additional offices in New Jersey.