ROUNDTABLE CAPITAL PARTNERS

The Roundtable team is comprised of an intimate group of highly dedicated professionals with a full set of complimentary skill sets. Our team members operate with a high degree of interdependence and are accountable for collective performance working toward common goals. Our strong sense of mutual commitment creates synergy, generating performance greater than the sum of the parts.

Portfolio Management:

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JIM ALLAN
Chairman - CFA, MBA, CIM, FCSI, QFOP
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EDWARD BARNICKE
Portfolio Manager - CFA, LLM, BSc
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AMIT JOSHI 
Associate Portfolio Manager - CAIA

Client Services & Business Development:

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GEOFFREY SPIDLE
President
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PETER McCARTHY
Vice President
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ANDERSON MENDONCA
Operations Manager
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MARK DONNELLY
Fund Operations Associate