financial_times_100_women_financial_advisers_2014

Hadley Smith

Associate
Portfolio Management

Professional Experience

Commonfund

Education

BA, Trinity College

John R. Chrin, CFP^®

Partner, CIO
Portfolio Management
Investment Committee

Professional Experience

JP Morgan Chase
Co-Head, Managing Director, Financial Institutions Mergers & Acquisitions and Depository Investment Banking

Affiliations

Lehigh University’s
College of Business & Economics
Past Chair of the Dean’s Advisory Council

Century Equity Partners
Senior Advisor

Education

MBA, Columbia Business School
BS, BA, Lehigh University

Kristen A. Breault

Partner, Chief Compliance Officer
Head of Client Services

Professional Experience

Goldman Sachs & Co.
Private Wealth Management

Education

BA, University of Delaware

Sarah Roytman

Executive Assistant & Administrative Manager

Professional Experience

BBR Partners

Investment Research

Education

BS, State University of New York at Plattsburgh

Paula Goldberg

Office Manager - NYC

Professional Experience

Goldman Sachs & Co.
Municipal Bond Department,
Private Wealth Management

Education

BA, Fordham University

Theodore Cambilis, CFP^®

Senior Director
Portfolio Management & Client Advisory
Investment Committee

Affiliations

Family Wealth Alliance
Member, Young Professionals Network

Education

BS, Rutgers Business School

Kelly Russo

Manager
Family Office Services

Professional Experience

Kingdon Capital Management
Head of Operations, Kingdon Advisory

Education

BA, University of Delaware

Connor Mullin

Associate
Finance & Reporting

Professional Experience

KPMG Advisory
Financial Services Solutions

Education

BS, Virginia Tech

Zoe Griffiths

Associate
Reporting & Client Services

Professional Experience

Fidelius Group
Business Analysis

Education

BA, Birmingham City University

Lauren Shenloogian, CPA

Managing Director
Finance & Reporting

Professional Experience

KPMG
Audit, Financial Services

Education

MBA, Rutgers Business School
BA, University of Vermont

Dana Walsh

Senior Director
Finance & Reporting

Professional Experience

Ernst & Young LLP
Audit, Financial Services

Education
BS, University at Albany, State University of New York

Ted Brown

Analyst
Investment Research

Education

BA, Connecticut College

Maddie H Scheler

Chief of Staff
Family Office Services
Project Management

Professional Experience

Ann Inc., Coach
Human Resources

Affiliations

Lehigh University’s Zoellner Advisory
Council Member

Family Wealth Alliance
Member, Young Professionals Network

Tina's Wish
Leadership Council Member

100 Women in Finance
Member

Education

MBA, New York University Stern School of Business
MA, BA, Lehigh University

Scott Dow, CFA

Senior Director
Investment Research
Portfolio Management
Investment Committee

Professional Experience

Summit Rock Advisors
Senior Associate,
Investment Team

Education

BS, New York University Stern School of Business

Susan Feeley

Director
Family Office Services

Professional Experience

Goldman Sachs & Co.
Private Wealth Management

Education

BS, Saint Peter’s University

Maria L. Chrin

Founder, Managing Partner
Head of Client Advisory
Investment Committee

Professional Experience

Goldman Sachs & Co.
Vice President, Private Wealth Management

Affiliations

Circle Financial Group
Co-Founder, Vice-Chair

Lehigh University Board of Trustees
Trustee Emerita

Immediate Past Vice Chair and
Executive Committee Member

Member, Past Chair, Investment Committee

Columbia Business School
Board of Overseers Member

Family Wealth Alliance
Member, CEO Round Table

Women Moving Millions
Member,
Past Finance Committee Chair

Women's Health Access Matters (WHAM)
Board Member

Education

MBA, Columbia Business School
BS, Lehigh University

Lindsay Cherashore

Managing Director
Family Office Services
Trust & Estate Services
Investment Committee

Professional Experience

Northern Trust, US Trust
Private Wealth Management

Affiliations

100 Women in Finance
Member

Education

BA, Denison University

Daniel M. Flath, CFA, CFP^®

Partner, CTO
Portfolio Management
Investment Committee

Affiliations

Columbia Business School
Alumni Club of New York
Member

CFA Society New York
Member

CFA Institute
Member

CWM Proprietary Investment App
Lead Developer

Twilight Park
Treasurer

Family Wealth Alliance
Member, Young Professionals Network

Education

MBA, Columbia Business School
BS, University of Virginia

Apply now

* indicates a required field

financial_times_100_women_financial_advisers_2014

Latest News

Maria & John Chrin Support the Soaring Together Scholarship Program at Lehigh University

Maria L. Chrin Receives Lehigh University Distinguished Alumni Award

Maria Chrin Speaks about Navigating Life Transitions

Maria Chrin was featured on CNBC, March 31

Maria Chrin Featured on CNBC

Maria Chrin, was Back to CNBC’s The Exchange

Maria Chrin, Featured on CNBC’s Power Lunch

Maria Chrin, Invited Back to CNBC’s The Exchange

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

financial_times_100_women_financial_advisers_2014

Latest News

Hadley Smith

John R. Chrin, CFP®

Kristen A. Breault

Sarah Roytman

Paula Goldberg

Theodore Cambilis, CFP®

Kelly Russo

Connor Mullin​

Zoe Griffiths

Lauren Shenloogian, CPA

Dana Walsh

Ted Brown

Maddie H Scheler

Scott Dow, CFA

Susan Feeley

Maria L. Chrin

Lindsay Cherashore

Daniel M. Flath, CFA, CFP®

Apply now

John R. Chrin, CFP^®

Theodore Cambilis, CFP^®

Connor Mullin

Daniel M. Flath, CFA, CFP^®