Team
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.
Edward is our Director of Wealth Management. Bringing nearly three decades of experience to RoundAngle Advisors, he selects clients’ investments based on their defined risk tolerance and time horizon.
Alexis is our Client Service Administrator. His responsibilities include assisting our Director of Client Services with day to day operations and assisting our clients with any account related questions they may have.