Ann Kaplan Awarded Columbia University Alumni Medal
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...
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...
