Ann Kaplan leads discussion on Venture Capital and Investing in Women
Ann Kaplan leads discussion on Venture Capital and Investing in Women Ann Kaplan, Partner of Circle Wealth Management, moderated a panel discussion about venture capital and investing in women. The event was hosted by The Council for Economic Education (CEE), a...
Maria Chrin Featured as a Leading Advocate for Women’s Financial Inclusion
Maria Chrin Featured as a Leading Advocate for Women’s Financial Inclusion Maria Chrin, Managing Partner of Circle Wealth Management, participated in a panel about engaging women in investing and financial planning. The event was hosted by SoFi, an online lending and...
John Chrin featured as Keynote Speaker at a Financial Services Forum for University Students
John Chrin featured as Keynote Speaker at a Financial Services Forum for University Students John Chrin, Partner at Circle Wealth Management, was the keynote speaker at the 11th annual Wall Street Council Financial Services Forum on October 7, 2017 hosted by Lehigh...
Ann Kaplan Honored at Council for Economic Education’s Visionary Awards
Ann Kaplan Honored at Council for Economic Education’s Visionary Awards The Council for Economic Education recognizes the achievements of a few select individuals who are making a powerful impact on financial and economic literacy. In October 2015, CEE honored these...
