Ann Kaplan featured on a Panel for Private Wealth Tri-State Forum

Ann Kaplan, Partner of Circle Wealth Management, participated in a panel at the Markets Group 4th Annual Private Wealth Tri-State Forum. The Forum brought together prominent regional registered investment advisers, private banks, and family offices to discuss the state of the financial marketplace, investing strategies, current market trends, and the future of wealth management. Ann shared CWM’s philosophy of the benefits and challenges inherent in the passive vs. active management debate. ​

(From L to R) Benjamin Halliburton, CEO, Tradition Capital Management; Alan Hickey, Marketing Director, Setanta Asset Management; Ann Kaplan, Partner, Circle Wealth Management; Andrew Bates, Senior Client Analytics Specialist, Capital Group American Funds.