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Frederic Behrens
Profile
Frederic A.
Behrens worked as a Director & Wealth Advisor at Round Table Services LLC.
He completed his undergraduate degree at the University of Georgia and his graduate degree at the University of Wisconsin Law School.
Former positions of Frederic Behrens
Companies | Position | End |
---|---|---|
Round Table Services LLC
![]() Round Table Services LLC Investment ManagersFinance Round Table Services LLC, do-business-as Round Table Wealth Management (RTWM), is a SEC-registered investment advisory and wealth management firm headquartered in Westfield, New Jersey. The firm was founded in 1999 by Steven Giacona. In 2022, they were acquired by Cerity Partners LLC, a subsidiary of Palladium Partners LLC. RTWM provides investment and financial advisory services to high net-worth individuals and families, trusts, estates, charitable organizations which includes family foundations, pensions and profit-sharing plans and corporations. | Portfolio Manager-Equities | 30/11/2022 |
Training of Frederic Behrens
University of Georgia | Undergraduate Degree |
University of Wisconsin Law School | Graduate Degree |
Experiences
Positions held
Linked companies
Private companies | 1 |
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Round Table Services LLC
![]() Round Table Services LLC Investment ManagersFinance Round Table Services LLC, do-business-as Round Table Wealth Management (RTWM), is a SEC-registered investment advisory and wealth management firm headquartered in Westfield, New Jersey. The firm was founded in 1999 by Steven Giacona. In 2022, they were acquired by Cerity Partners LLC, a subsidiary of Palladium Partners LLC. RTWM provides investment and financial advisory services to high net-worth individuals and families, trusts, estates, charitable organizations which includes family foundations, pensions and profit-sharing plans and corporations. | Finance |
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