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# Roundview Capital

Your Family CFO

## Sitemaps

- [XML Sitemap](https://roundviewcapital.com/sitemap.xml): Contains all public & indexable URLs for this website.

## Pages

- [Welcome](https://roundviewcapital.com/)
- [Family Office Services](https://roundviewcapital.com/family-office-services/)
- [Our Team](https://roundviewcapital.com/our-team/)
- [Community](https://roundviewcapital.com/community/)
- [Our Story](https://roundviewcapital.com/our-story/)
- [Investment Management](https://roundviewcapital.com/investment-management/)
- [Investment Management](https://roundviewcapital.com/investment-management-1/) - [et_pb_section fb_built=”1″ admin_label=”Investment Management Top” _builder_version=”4.26.1″ _module_preset=”4dea5732-e443-40fa-8feb-8bad2a57a039″ background_color=”#e4e1dd” module_alignment=”center” custom_margin=”0px|0px||0px|false|false” custom_margin_tablet=”0px||||false|false” custom_margin_phone=”0px||||false|false” custom_padding=”0px|0px|0px|0px|false|false” global_colors_info=”{}”][et_pb_row column_structure=”1_2,1_2″ use_custom_gutter=”on” gutter_width=”1″ _builder_version=”4.27.0″ _module_preset=”a812dcc9-4785-4b10-8c2d-09e4f443d91a” width=”100%” max_width=”100vw” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.26.0″ _module_preset=”default” background_image=”https://roundviewcapital.com/wp-content/uploads/investmentmanagementowl.jpg” background_position=”top_center” custom_padding=”35vh||||false|false” custom_padding_tablet=”15vh||||false|false” custom_padding_phone=”15vh||||false|false” custom_padding_last_edited=”on|desktop” global_colors_info=”{}”][et_pb_text _builder_version=”4.26.0″ _module_preset=”2e445aa2-2893-469f-ba03-a59df2cd2d8c” custom_margin=”||51px|||” custom_padding=”25%||25%||false|false” global_colors_info=”{}”][/et_pb_text][/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.27.0″ _module_preset=”0fe9b4d1-daf8-445c-a815-bb52dc60f2f3″ custom_padding=”10%|6%|3%|6%|false|false” custom_padding_tablet=”6%|5%|9%|5%|false|false” custom_padding_phone=”8%|5%|9%|5%|false|false” custom_padding_last_edited=”on|phone” global_colors_info=”{}”][et_pb_text _builder_version=”4.27.0″ _module_preset=”2e445aa2-2893-469f-ba03-a59df2cd2d8c” header_font=”Georgia||||||||” header_text_align=”left” header_text_color=”#7d2d24″ header_font_size=”42px” header_line_height=”1.2em” header_4_text_align=”center”
- [Community service](https://roundviewcapital.com/community-service/) - [et_pb_section fb_built=”1″ admin_label=”RVC Community Service” _builder_version=”4.27.0″ _module_preset=”762cb154-03ed-4181-a2a2-f527b028c030″ background_color=”RGBA(255,255,255,0)” custom_margin=”0px||||false|false” custom_margin_tablet=”||||false|false” custom_margin_phone=”0px||||false|false” custom_padding=”0px||0px||false|false” hover_enabled=”0″ global_colors_info=”{}” custom_margin_last_edited=”on|tablet” sticky_enabled=”0″][et_pb_row column_structure=”1_2,1_2″ use_custom_gutter=”on” gutter_width=”1″ make_equal=”on” _builder_version=”4.27.0″ _module_preset=”0d583b85-bdfc-4533-9049-4f359d47f8ab” background_color=”#e4e1dd” width=”100%” max_width=”2250px” module_alignment=”center” min_height=”90vh” min_height_tablet=”” min_height_phone=”” min_height_last_edited=”on|desktop” custom_padding=”0px||0px||false|false” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″][et_pb_column type=”1_2″ _builder_version=”4.27.0″ _module_preset=”default” background_image=”https://roundviewcapital.com/wp-content/uploads/communityservice.jpg” background_position=”center_left” custom_padding=”||||false|false” custom_padding_tablet=”||||false|false” custom_padding_phone=”||||false|false” custom_padding_last_edited=”on|phone” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″][et_pb_text _builder_version=”4.27.0″ _module_preset=”default” custom_padding_tablet=”25%||40%||false|false” custom_padding_phone=”||40%||false|false” custom_padding_last_edited=”on|tablet” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″][/et_pb_text][/et_pb_column][et_pb_column type=”1_2″
- [Disclosures](https://roundviewcapital.com/legal/)
- [Contact Us](https://roundviewcapital.com/contact/)
- [Mission](https://roundviewcapital.com/mission/)
- [Our Values](https://roundviewcapital.com/our-values/)
- [GDPR Privacy](https://roundviewcapital.com/gdpr-privacy/)
- [Internship Opportunities](https://roundviewcapital.com/internship-opportunities/) - Roundview Capital has developed an internship program designed to provide valuable education to students interested in working in finance and investing.
- [Small Business Opportunities](https://roundviewcapital.com/small-business-opportunities/)
- [Financial Planning Opportunities](https://roundviewcapital.com/financial-planning-opportunities/)
- [Client Letters](https://roundviewcapital.com/client-letters/)

## Projects

- [<span class="name">Andrew S. Lieu</span><br><span class="title">Partner</span>](https://roundviewcapital.com/project/andrew-lieu/)
- [<span class="name">Sabrina Williams</span><br><span class="title">Operations Associate</span>](https://roundviewcapital.com/project/sabrina-williams/)
- [<span class="name">Adriana M. Marroquin-Soto</span><br><span class="title">Director, Client Services</span>](https://roundviewcapital.com/project/adriana-marroquin-soto/)
- [<span class="name">Kerri C. Martin</span><br><span class="title">Director, Financial Analytics<br>& Firm Operations</span>](https://roundviewcapital.com/project/kerri-martin/)
- [<span class="name">Kerri C. Martin</span><br><span class="title">Director, Financial Analytics & Firm Operations</span>](https://roundviewcapital.com/project/kerri-martin-1/)
- [<span class="name">Janet G. Chen</span><br><span class="title">Chief Financial Officer</span>](https://roundviewcapital.com/project/janet-chen/)
- [<span class="name">Stephen K. Shueh</span><br><span class="title">Managing Partner</span>](https://roundviewcapital.com/project/stephen-shueh/)
- [<span class="name">Howard T. Alter</span><br><span class="title">Managing Partner</span>](https://roundviewcapital.com/project/howard-alter/)
- [<span class="name">Sarah A. Kempson</span><br><span class="title">Director, Concierge Services</span>](https://roundviewcapital.com/project/sarah-kempson/)
- [<span class="name">Alexis K. Soron</span><br><span class="title">Tax Advisor</span>](https://roundviewcapital.com/project/alexis-soron/)
- [<span class="name">Joyce C. Shueh</span><br><span class="title">Outside Counsel</span>](https://roundviewcapital.com/project/joyce-shueh/)
- [<span class="name">Christina S. Keddie </span><br><span class="title">General Counsel, Chief Compliance Officer & Director of Estate Planning Services</span>](https://roundviewcapital.com/project/christina-keddie/)
- [<span class="name">Beth M. Coulton</span><br><span class="title">Client Service Specialist</span>](https://roundviewcapital.com/project/beth-coulton/)
- [<span class="name">Nicholas A. Shelton</span><br><span class="title">Principal</span>](https://roundviewcapital.com/project/nicholas-shelton/)
- [<span class="name">Matthew D. Wallack </span><br><span class="title">Chief Investment Officer</span>](https://roundviewcapital.com/project/matthew-d-wallackchief-investment-officer/)
- [Howard T. Alter](https://roundviewcapital.com/project/howard-alter-2/)
- [Stephen K. Shueh](https://roundviewcapital.com/project/stephen-shueh-2/)
- [Andrew S. Lieu](https://roundviewcapital.com/project/andrew-lieu-2/)

## Project Categories

- [Finance](https://roundviewcapital.com/project_category/finance/)
- [Investment](https://roundviewcapital.com/project_category/investment/)
- [Legal](https://roundviewcapital.com/project_category/legal/)
- [RVC](https://roundviewcapital.com/project_category/rvc/)
- [External](https://roundviewcapital.com/project_category/external/)
- [RVC Lead](https://roundviewcapital.com/project_category/rvc-lead/)
- [Concierge](https://roundviewcapital.com/project_category/concierge/)
- [Partners](https://roundviewcapital.com/project_category/partners/)
- [Tax](https://roundviewcapital.com/project_category/tax/)