Profiel
Anthony Rosetti worked as a Director & Wealth Advisor at Round Table Services LLC from 2020 to 2022.
He obtained his undergraduate degree from The University of Tampa, Inc. in 2008.
Eerdere bekende functies van Anthony Rosetti
Bedrijven | Functie | Einde |
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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. | Portefeuillebeheerder-Aandelen | 01-12-2022 |
Opleiding van Anthony Rosetti
The University of Tampa, Inc. | Undergraduate Degree |
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Bedrijven in privébezit | 1 |
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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. | Finance |