Marcia Paltenstein, CFP®

Marcia Paltenstein is a Principal in the New Jersey office.

Prior to joining Cerity Partners, Marcia served as Chief Operating Officer and Wealth Advisor at Round Table Wealth Management. She was responsible for overseeing firm operations including systems integration, the SEC compliance program and the client experience. Marcia has over 25 years of experience working with wealthy individuals, their families, and their advisors. She has worked with both domestic and international multigenerational families, guiding complex clients through the implementation and ongoing administration of their wealth preservation strategies. Before joining Round Table, Marcia worked at a large private bank managing the day-to-day needs of families with wealth greater than $50 million.

Marcia spends her nonworking time with her family and is involved in community activities, including participating in the Crohn’s & Colitis Foundation’s annual Take Steps walk and volunteering for a local organization dedicated to providing sports programs to the special needs community.