Roundtable Investment Partners & Carleon Capital Partners Employee Directory

Investment ManagementNew York, United States11-50 Employees

ROUNDTABLE INVESTMENT PARTNERS is a private investment partnership founded in 2006 by a group of successful and experienced entrepreneurs, executives and investors. Roundtable’s goal is to provide comprehensive wealth creation and legacy building services to help our investors efficiently and effectively achieve their lifestyle, philanthropic and intergenerational goals. Specifically, we offer integrated Strategic Advice & Planning, Investment Management and Merchant Banking solutions to families and institutions.

Find Roundtable Investment Partners & Carleon Capital Partners employees' phone numbers or email addresses

Roundtable Investment Partners & Carleon Capital Partners Global Highlights

North America
11

United States Of America
11

Roundtable Investment Partners & Carleon Capital Partners's Leadership

C. S.
Chief Investment Officer And Co-Chief Operating Officer
Mobile Phone
Email
A. R.
Managing Director
Mobile Phone
Email
C. K.
Assistamt Controller
Mobile Phone
Email
C. B.
Director Of Investor Relations
Mobile Phone
Email
J. C.
Director
Mobile Phone
Email
L. D.
Managing Director
Mobile Phone
Email
S. B.
Associate Director
Mobile Phone
Email
J. S.
Investment Associate
Mobile Phone
Email

Contact profiles from Roundtable Investment Partners & Carleon Capital Partners

Name

Title

Contact Info

Location

Last Update

C. S.
Chief Investment Officer And Co-Chief Operating Officer
Mobile Phone
Email
UNITED STATES
Jul 07, 2024
A. R.
Managing Director
Mobile Phone
Email
Oct 21, 2024
C. K.
Assistamt Controller
Mobile Phone
Email
Oct 21, 2024
C. B.
Director Of Investor Relations
Mobile Phone
Email
United StatesNew York
Apr 24, 2025
J. C.
Director
Mobile Phone
Email
Oct 17, 2024
L. D.
Managing Director
Mobile Phone
Email
Oct 23, 2024
S. B.
Associate Director
Mobile Phone
Email
United StatesNew York
Jul 30, 2025
J. S.
Investment Associate
Mobile Phone
Email
Oct 18, 2024
P. I.
Client Services
Mobile Phone
Email
United StatesNew York
Jul 31, 2025

Frequently Asked Questions

What is Roundtable Investment Partners & Carleon Capital Partners known for?

Roundtable Investment Partners & Carleon Capital Partners operates in the Investment Management industry; you can contact the main corporate office by phone at

+1-212-488-****

. Explore Roundtable Investment Partners & Carleon Capital Partners's company overview page for more information.

What is Roundtable Investment Partners & Carleon Capital Partners's most common email format?

Roundtable Investment Partners & Carleon Capital Partners employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Roundtable Investment Partners & Carleon Capital Partners email formats with LeadIQ.

How many employees does Roundtable Investment Partners & Carleon Capital Partners have currently?

Roundtable Investment Partners & Carleon Capital Partners has approximately 34 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Roundtable Investment Partners & Carleon Capital Partners's key employees and leadership?

As of December 2025, Roundtable Investment Partners & Carleon Capital Partners's key employees include:

Chief Investment Officer And Co-Chief Operating Officer: C. S.
Managing Director: A. R.
Assistamt Controller: C. K.
Director Of Investor Relations: C. B.
Director: J. C.

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