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William Smith

Sep 2, 2020

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William Smith

Financial/Operations Analyst
Account Reconciliation
Performance Reporting

Total Industry Experience | <1 Year

Education

BS, Lehigh University

Latest News

Maria Chrin, featured on CNBC’s The Exchange

Ann Kaplan Awarded Columbia University Alumni Medal

Maria Chrin Featured in Lehigh University’s Business Magazine

Maria Chrin Featured on Panel for The Family Wealth Alliance Summit

CWM Named to 2020 Financial Times 300 Top Registered Investment Advisers

Ann Kaplan Featured on Panel Discussing Family Governance: Maintaining & Growing Wealth

Ann Kaplan Interviews Elena Botelho, Author of The CEO Next Door

CWM Recognized in Financial Times 300 Top Registered Investment Advisers 2019

Maria Chrin featured at a Women in Business Conference at Lehigh University

Ann Kaplan featured on a Panel for Private Wealth Tri-State Forum

Ann Kaplan interviews IMF Managing Director Christine Lagarde

CWM Recognized in Financial Times 200 Top Registered Investment Advisors 2018

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william-smith-pop

William Smith

Financial/Operations Analyst
Account Reconciliation
Performance Reporting

Total Industry Experience | <1 Year

Education

BS, Lehigh University

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