Steven Giacona

Steven J. Giacona is a Partner and Practice Leader at Cerity Partners, where he is Head of Tax Partner Development, New Jersey Practice Leader, and leader of the Boca Raton office. Cerity’s profile states that he has more than 30 years of experience advising global individuals and families on complex tax and investment matters.

Before joining Cerity Partners, Giacona was Managing Member and Chief Executive Officer of Round Table Wealth Management and served on Round Table’s Investment Committee. In that role, he managed client relationships, developed risk-based asset allocation models, researched and advised on public and private investments, designed business, estate, and income-tax transactions, oversaw investment-manager and custodian due diligence, and managed firm growth.

Giacona founded Round Table Wealth Management in 1999. Earlier in his career, he was a senior officer at a large private bank in New York City and began in the tax department of a Big Four accounting firm, specializing in personal financial services.

He earned a B.S. in Accounting from Marist College and an M.S. in Taxation from Fordham University. He is a Certified Public Accountant, a member of the AICPA and STEP, a trustee of the St. Paul’s Episcopal Church Memorial Endowment Trust, and a board member and finance committee chair for the Boca Raton Center for Arts and Innovation.

• Public sources do not verify Giacona as a seed-stage angel investor with a disclosed personal investing thesis, check size, or startup portfolio.
• His verified investing-related work is client advisory: Cerity says he researches and advises on public and private investments, develops risk-based asset allocation models, and uses “the full spectrum of investment opportunities” for clients.
• His stated areas of expertise include private equity investments, business owners, international families, philanthropic entities, estate planning, asset protection, U.S. inbound investment planning, offshore trust matters, PFIC and CFC issues.
• For founders, the most relevant angle is likely family-office/private-wealth capital fit rather than a standard VC pitch: tax structure, estate implications, investor suitability, manager diligence, and risk-based allocation are central to his documented work.