Roundview Capital, Llc
Roundview Capital is an independent, fee-based investment management and advisory firm for high net worth families and institutions located in Princeton, New Jersey.
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Verified contacts
10
available on Kipplo
LinkedIn employees
11
11 to 50 range
Open roles
—
no listings
Distinct roles
8
indexed titles
Tech stack
1
tools in use
Monthly traffic
45
organic / mo
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Decision-makers and verified team members
10 contacts with verified email or phone · masked until revealed.
- CK
Christina Keddie
General Counsel & Director of Estate Planning Services · Other
EmailPhone - KM
Kerri Martin
Director, Financial Analytics · Finance & Accounting
EmailPhone - SK
Sarah Kempson
Director, Concierge Services · Customer/Client Service
EmailPhone - HA
Howard Alter
Managing Partner · General Business & Management
EmailPhone - AM
Adriana Marroquin-Soto
Director - Client Services · Customer/Client Service
EmailPhone - AM
Anfry Mejia
Summer Analyst · Finance & Accounting
EmailPhone - AL
Andrew Lieu
Partner · General Business & Management
EmailPhone - MW
Matthew Wallack
Chief Investment Officer · Finance & Accounting
EmailPhone
Showing 8 of 10 verified contacts
Top roles at Roundview Capital, Llc
8 distinct titles indexed · top 8 shown.
- 2summer analyst
- 1chief investment officer
- 1director - client services
- 1director, concierge services
- 1director, financial analytics
- 1general counsel & director of estate planning services
- 1managing partner
- 1partner
Sign up to unlock all 10 contacts at Roundview Capital, Llc
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