Roundview Capital, LLC Employee Directory

Investment ManagementUnited States11-50 Employees

Roundview Capital is an independent, fee-based investment management and advisory firm for high net worth families and institutions located in Princeton, New Jersey.

Find Roundview Capital, LLC employees' phone numbers or email addresses

Roundview Capital, LLC Global Highlights

Location
Employees

North America
18

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  • United States Of America
    18

Roundview Capital, LLC's Leadership

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    M. W.
    Chief Investment Officer
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    A. L.
    Partner
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    H. A.
    Managing Partner
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    C. K.
    General Counsel & Director Of Estate Planning Services
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    K. M.
    Director, Financial Analytics
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    S. K.
    Director, Concierge Services
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    A. M.
    Director - Client Services
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    J. P.
    Operations Director
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Contact profiles from Roundview Capital, LLC

Name
Title
Contact Info
Location
Last Update
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    B. C.
    Operations Associate
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    United StatesNew Jersey
    Jul 07, 2024
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    L. F.
    Summer Analyst
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    Oct 21, 2024

Frequently Asked Questions

What is Roundview Capital, LLC known for?

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Roundview Capital, LLC was founded in 2008 operates in the Investment Management industry; you can contact the main corporate office by phone at . Explore Roundview Capital, LLC's company overview page for more information.

What is Roundview Capital, LLC's most common email format?

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Roundview Capital, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Roundview Capital, LLC email formats with LeadIQ.

How many employees does Roundview Capital, LLC have currently?

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Roundview Capital, LLC has approximately 11 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Roundview Capital, LLC's key employees and leadership?

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As of December 2025, Roundview Capital, LLC's key employees include:

  • Chief Investment Officer: M. W.
  • Partner: A. L.
  • Managing Partner: H. A.
  • General Counsel & Director Of Estate Planning Services: C. K.
  • Director, Financial Analytics: K. M.

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