At RoundAngle Advisors, our team includes a number of financial professionals with unique backgrounds, but a shared desire to help transform people’s lives. Even though most of our clients work closely with just one advisor, they receive the benefit of multiple opinions, insight, and outlook.
Meet our team:
Jonathan is the Managing Principal of RoundAngle Advisors with an extensive background in accounting and investment management.
Nela is our Chief Operating Officer and Director of Client Services, overseeing all operations and administrative staff, as well as managing the day-to-day client communications.
Deirdre is a Wealth Management Advisor at RoundAngle Advisors. She serves in multiple capacities at the Firm and specializes in portfolio analysis, reporting, and financial planning. Deirdre has over 17 years of...