Ann Kaplan Awarded Columbia University Alumni Medal

Circle Wealth Management is proud to share that our partner, Ann Kaplan, was honored at Columbia University’s 2022 Commencement and awarded the Columbia Alumni Medal. 

Columbia Alumni Medalists are recognized for building Columbia’s community–whether regionally, online, in specific Schools, or in cross-campus initiatives. Ann is a Trustee Emerita and the Chair of the Women Creating Change Leadership Council.

Just as she is being recognized for building Columbia’s community, we recognize Ann for similarly helping to build multiple important communities for CWM, including networks of investment thought leaders and multi-generational clients.

Ann is an inspiration, and we congratulate her on her numerous personal and professional achievements.

Please join us in congratulating Ann!