Independent Advisory Round Table Services Promotes Ushir Shah to Partner

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Round Table Services, LLC, one of the country’s leading independent, fee-only Registered Investment Advisors (RIA), is pleased to announce the promotion of Ushir N. Shah to partner.

Ushir Shah, chief operating and compliance officer of Round Table Services

“Ushir joined Round Table at a time when the firm is undergoing significant growth,” says Steven Giacona, founding partner of Round Table Services.

Round Table Services, LLC, one of the country’s leading independent, fee-only Registered Investment Advisors (RIA), is pleased to announce the promotion of Ushir N. Shah to partner.

“Ushir joined Round Table at a time when the firm is undergoing significant growth,” says Steven Giacona, founding partner of Round Table Services. “After opening our third office in New York City, we are thrilled to add to the bench strength of our executive management team by promoting Ushir to partner.”

Shah currently serves as the Chief Operating and Compliance officer of Round Table Services. He joined the firm in 2011 and has responsibility for oversight of operations, legal and compliance, technology, finance and human resources.

Previously, Shah was COO for a specialized manufacturer for the natural gas and propane industry. Prior to that, he was Vice President of Technology for a boutique investment and wealth management firm with over $30 billion in assets under administration.

“Technology has become a huge driver of success in the wealth management business,” says Shah. “Since joining Round Table, I have helped lead the firm’s development of a long-term, holistic IT strategy that continues to enhance our service delivery and scales our platform for growth. I am pleased to join the firm’s team of partners to continue to drive technology innovation on behalf of the firm and our clients.”

Round Table Services offers comprehensive financial and investment advisory services including tax and estate planning, portfolio management, and retirement planning.    

For more information, please visit Round Table Services at http://www.roundtableservices.com or call 212-257-4369.

About Round Table Services, LLC
With approximately $950 million in assets under management, Round Table Services LLC is an independent, fee-only RIA and financial advisory firm with offices in New York, New Jersey, and Connecticut. Founded in 1999 by Steven Giacona, Round Table Services applies extensive technical knowledge and market experience to provide highly customized wealth management solutions to individual investors and institutions. Round Table Services works to protect and enhance clients’ wealth by providing comprehensive advisory services.

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Ushir Shah
Round Table Services, LLC
646-561-3220
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Amiee Watts
Amiee Watts Public Relations
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