Ann Kaplan Featured on Panel Discussing Family Governance: Maintaining & Growing Wealth Ann Kaplan, Partner of Circle Wealth Management, was featured on a panel to discuss Family Governance: Maintaining & Growing Wealth at the 4th Annual Private Wealth East...
Ann Kaplan Interviews Elena Botelho, Author of The CEO Next Door Ann Kaplan, Partner of Circle Wealth Management, interviewed Elena Botelho, author of The CEO Next Door at an event sponsored by the Economic Club of New York. Elena Botelho, a partner at ghSmart,...
CWM Recognized in Financial Times 300 Top Registered Investment Advisers 2019 Circle Wealth Management is pleased to announce it has been named to the 2019 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA...
Maria Chrin featured at a Women in Business Conference at Lehigh University Maria Chrin, Founder and Managing Partner at Circle Wealth Management, was a featured speaker at the annual student-run Women in Business conference at Lehigh University. The conference aims...
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...
Ann Kaplan interviews IMF Managing Director Christine Lagarde Ann Kaplan, Partner of Circle Wealth Management, interviewed Christine Lagarde, Managing Director of the International Monetary Fund, on her views on women and the economy. The event was hosted by the...
