Roundview Capital Employee Directory

Roundview Capital corporate office is located in 182 Nassau St Ste 201, Princeton, New Jersey, 08542, United States and has 11-50 employees.

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Employees by Department

Departments

Number of employees

Finance

C-Suite

Sales

Operations

Legal

Key Employees of Roundview Capital

JC
Janet Chen
Chief Financial Officer
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Roundview Capital Global Presence

Location	People at location
North America	11-50

Index of contact profiles from Roundview Capital

Hundreds of professionals searching for Roundview Capital have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

SK
Sarah Kempson
Email Direct
Director, Concierge Services
United States , New Jersey , Princeton

MW
Matthew Wallack
Email Direct
Chief Investment Officer
United States , New Jersey , Princeton

CK
Christina Keddie
Email Direct
General Counsel & Director, Estate Planning Services
United States , New Jersey , Princeton

HA
Howard Alter
Email Direct
Managing Partner
United States , New Jersey , Princeton

AM
Adriana Marroquin-Soto
Email Direct
Director, Client Services
United States , New Jersey , Princeton

JC
Janet Chen
Email Direct
Chief Financial Officer
United States , New Jersey , Princeton

BC
Beth Coulton
Email Direct
Client Service Specialist
United States , New Jersey , Princeton

AS
Alexis Soron
Email Direct
Tax Advisor
United States , New Jersey , Princeton

Former Employees at Roundview Capital

Explore people who held key positions, contributed to Roundview Capital's success, and advanced their careers.

Aiden Silverstein

Investor at Long Ridge Equity Part...

Worked as Summer Analyst

at Roundview Capital (2023-2023)

Direct

Nicholas Cucchi

Associate at Trinity

Worked as Summer Analyst

at Roundview Capital (2023-2023)

Direct

David Garfunkel

Growth Lead at Sentora

Worked as Summer Analyst

at Roundview Capital (2017-2017)

Direct

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Manager, Consulting at AlphaSights

Worked as Summer Analyst

at Roundview Capital (2022-2023)

Direct

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Acquisitions Associate at GAIA Real Estate Holdi...

Worked as Intern

at Roundview Capital (2020-2020)

Direct

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Investment Banking Ana... at JP Morgan

Worked as Summer Investment Analyst

at Roundview Capital (2022-2022)

Direct

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Frequently Asked Questions Regarding Roundview Capital Employees

How many employees does Roundview Capital have?

Roundview Capital has 11-50 employees

Who is the CFO of Roundview Capital?

Roundview Capital’s CFO is Janet Chen

Who are Roundview Capital key employees?

Some of Roundview Capital key employees are Janet Chen

Where is Roundview Capital located?

Roundview Capital’s headquarters are located at 182 Nassau St Ste 201, Princeton, New Jersey, 08542, United States

How do I contact Roundview Capital?

Roundview Capital Contact Info: Phone number: (609) 688-9500 Website: www.roundviewcapital.com

What does Roundview Capital do?

Roundview Capital is an SEC-registered investment advisor based in Princeton, New Jersey, specializing in family office services and investment management. The firm focuses on providing independent, fee-based financial advice tailored to the unique needs of each client, ensuring their financial affairs are well managed. With a disciplined, research... Read More

Is Roundview Capital a public company?

Roundview Capital is private company therefore does not currently have an official ticker symbol

See more information about Roundview Capital Employees