Round Table Wealth Management , a global wealth and investment management firm headquartered in Westfield, NJ, today announced the hiring of Francis A. Hayes, Jr., CFP as Director-Strategic Relationships. Mr. Hayes’ appointment underscores the firm’s commitment to raise the bar on the first-class wealth management, trust and advisory organization, they have already built.
“Fran’s experience and proven track record in growth-focused businesses coupled with his valuable leadership and management skills will be instrumental in driving our growth strategy,” said Steven Giacona, Founder and Managing Partner of Round Table Wealth Management. “In the last few years, we have worked to strengthen our collaborative culture and governance structure, and created a strong foundation for precisely this type of growth.”
Most recently, Mr. Hayes was Managing Director-Institutional Sales for an industry-leading asset custodian where he was responsible for institutional business development and client management activities within the Northeast Region of the United States. Prior to that, Mr. Hayes held senior-level positions at two large NYSE-listed financial services firms, working in the areas of sales management, marketing, regional management, practice management and advisor recruitment.
“There is a tremendous amount of runway for continued growth at Round Table Wealth Management,” said Mr. Hayes. “I am thrilled to be joining a firm with such a strong foundation to build on and rich opportunities to contribute to expanding its reach throughout the US, while developing relationships with institutional groups who have complex and often global wealth management platforms.”
With increased focus on calculated growth, the team at Round Table looks forward to continuing to provide the same top-notch financial services their clients have come to expect.
Round Table was founded by Steven Giacona, CPA, in 1999 on the principle that investors needed a trusted advisor who had the objectivity, experience, and technical skills to navigate the complex financial landscape. As an independent, fee-only SEC Registered Investment Advisor, Round Table serves a diverse client base including family business owners, widows, corporate executives, fiduciaries and partners in law firms in various locations throughout the United States and around the world.
About Round Table Wealth Management
Round Table Wealth Management is a leading independent, fee-only Registered Investment Advisor (RIA) with offices in New York and New Jersey. Round Table operates as a Multi-Family Office with approximately $1 billion in assets under advisement* and serves clients throughout the US as well as internationally. Founded in 1999 by Steven Giacona, Round Table offers a wide range of advisory services and investing solutions that are tailored to the specific needs and requests of each client.
*As of December 31, 2014. This number includes net assets under management of approximately $950 million, plus other non-managed assets for which Round Table provides other services, such as financial planning, administration and/or consulting for open architecture programs or other assignments. Please refer to Round Table’s Form ADV, Part 1A for additional information.