Our Team

Howard T. Alter
Managing Partner

Stephen K. Shueh
Managing Partner

Matthew D. Wallack
Chief Investment Officer

Janet G. Chen
Chief Financial Officer

Beth M. Coulton
Client Service Specialist

Christina S. Keddie
General Counsel, Chief Compliance Officer & Director of Estate Planning Services

Sarah A. Kempson
Director, Concierge Services

Adriana M. Marroquin-Soto
Director, Client Servies

Kerri C. Martin
Director, Financial Analytics

Joyce C. Shueh
Outside Counsel

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Roundview is engaged, or continues to be engaged, to provide investment advisory services.

*Please Note: Limitations. The scope of any financial planning and consulting services to be provided depends upon the needs of the client and the terms of the engagement. Roundview does not serve as an attorney, certified public accountant, or insurance agent. Roundview does not prepare estate planning documents or sell insurance products.

Our Team

Howard T. Alter
Managing Partner

Stephen K. Shueh
Managing Partner

Andrew S. Lieu
Partner

Matthew D. Wallack
Chief Investment Officer

Nicholas A. Shelton
Principal

Janet G. Chen
Chief Financial Officer

Beth M. Coulton
Client Service Specialist

Christina S. Keddie
General Counsel, Chief Compliance Officer & Director of Estate Planning Services

Sarah A. Kempson
Director, Concierge Services

Adriana M. Marroquin-Soto
Director, Client Servies

Kerri C. Martin
Director, Financial Analytics

Joyce C. Shueh
Outside Counsel

Alexis K. Soron
Tax Advisor