ROUNDANGLE ADVISORS LLC of RED BANK, NJ is an SEC-registered investment adviser (CRD 282178). Regulatory assets under management: $215.5M.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Individuals, High net worth, Pensions, Other.
| Name | Role | Location |
|---|---|---|
| Jonathan Evan Bernstein | MANAGING DIRECTOR; MANAGING MEMBER | — |
| Brett Ronald Schneider | DIRECTOR | — |
| Eric Matthew Sontag | PRESIDENT | — |
| Veronica Ei Chun Moo | DIRECTOR | — |
| Brian David Powers | CHIEF FINANCIAL OFFICER | — |
| Michael Anthony Lamena | CHIEF EXECUTIVE OFFICER, WEALTHSPIRE, LP | — |
| Michael J Del Priore | CHIEF COMPLIANCE OFFICER | — |
| Carl Edward Nelson | PRESIDENT, WEALTHSPIRE, LP | — |
| Michael Edmond Goss | DIRECTOR | — |
| Robert Jay Hilzenrath | DIRECTOR | — |
| Channing Olson | CHIEF OPERATIONS OFFICER | — |
| Brad Leighton Long | CHIEF INVESTMENT OFFICER | — |
| Manuela Diaz | CHIEF OPERATING OFFICER | Red Bank, NJ |
| Deirdre Ann Derosa | CHIEF COMPLIANCE OFFICER | — |
| BERNSTEIN MICHAEL EVAN | MANAGING MEMBER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| GERUT BENJAMIN | MEMBER | — |
| KILLEN ANDREW | CHIEF COMPLIANCE OFFICER | — |
| GERUT BENJAMIN SAMUEL | MANAGING MEMBER; MEMBER | — |
| DIAZ MANUELA | CHIEF OPERATING OFFICER | — |
| BERCY MELINDA STACY | CHIEF COMPLIANCE OFFICER | — |
| DeRosa Deirdre Ann | CHIEF COMPLIANCE OFFICER | — |