Steven J. Giacona , CPA

Steven J. Giacona is a Partner, the Head of Tax Partner Development, the New Jersey Practice Leader, and also leads the Boca Raton office. He has over 30 years of experience in advising global individuals and families on complex tax and investment matters. Steven’s areas of expertise include private equity investments, philanthropic entities and planning, business owners and international families. His expertise and background allow him to be proactive in complex estate planning and asset protection, U.S. inbound investment planning, offshore trust matters including DNI/UNI, PFIC and CFC issues, as well as utilizing the full spectrum of investment opportunities for his clients.

Prior to joining Cerity Partners, Steven served as Managing Member and Chief Executive Officer of Round Table Wealth Management and was a member of the firm’s Investment Committee. His responsibilities included managing client relationships; developing risk-based asset allocation models; researching and advising on public and private investments; designing business, estate and income tax transactions; overseeing the selection of the firm’s investment managers, custodians and related due diligence; and managing the firm’s growth.

Before founding Round Table in 1999, Steven was a senior officer at a large private bank in New York City. He began his career in the tax department at a Big Four accounting firm, specializing in personal financial services.

Steven is an avid golfer and spends his free time riding motorcycles and traveling with his family.

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