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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...
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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...
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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...
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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...
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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...
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Maria Chrin Delivers Keynote Address at Women in Business Conference Lehigh students attending the inaugural Women in Business conference got heaps of career advice from those in position to know—highly successful alums, including Lehigh trustee Maria L. Chrin ’87,...
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