Maria Chrin Featured in Lehigh University’s Business Magazine
Often asked about her unique and successful career journey, Maria L. Chrin ’87 ’10P cites her relentless drive to break barriers while building bridges…
Maria Chrin Featured on Panel for The Family Wealth Alliance Summit
Maria Chrin Featured on Panel for The Family Wealth Alliance Summit Maria Chrin, Founding Partner of Circle Wealth Management, participated in the Nurturing Your Talent & Culture panel during The Family Wealth Alliance 2021 Summit. The session featured leaders who...
CWM Named to 2020 Financial Times 300 Top Registered Investment Advisers
CWM Named to 2020 Financial Times 300 Top Registered Investment Advisers Circle Wealth Management is thrilled to announce it has been named once again to the 2020 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes an impressive...
Ann Kaplan Featured on Panel Discussing Family Governance: Maintaining & Growing Wealth
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 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,...
