Newsroom
Maria Chrin Speaks about Navigating Life Transitions
Maria Chrin spoke on the Family Wealth Alliance panel, Navigating Life Transitions: How Wealth Advisors Can Best Serve Female Clients…
Maria Chrin was featured on CNBC, March 31
Managing Partner, Maria Chrin, was featured on CNBC on Friday, March 31, 2023…
Maria Chrin Featured on CNBC
Managing Partner, Maria Chrin, was featured on CNBC on Friday, December 9, 2022…
Maria Chrin, was Back to CNBC’s The Exchange
Our Managing Partner, Maria Chrin, was invited back to CNBC’s The Exchange on Thursday, October 27.
Maria Chrin, Featured on CNBC’s Power Lunch
Circle Wealth Management is proud to share that our Managing Partner, Maria Chrin, was featured on CNBC's Power Lunch on Monday, September...
Maria Chrin, Invited Back to CNBC’s The Exchange
Circle Wealth Management is excited to share that our Managing Partner, Maria Chrin, was invited back to CNBC's The Exchange on Friday,...
Maria Chrin, Featured on CNBC’s The Exchange
Circle Wealth Management is proud to share that our Managing Partner, Maria Chrin, was featured on CNBC's The Exchange on Friday, August...
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...
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, Founding Partner of Circle Wealth Management, participated in the Nurturing Your Talent & Culture panel during The Family...
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...
Ann Kaplan Featured on Panel Discussing Family Governance: Maintaining & Growing Wealth
Ann Kaplan, Partner of Circle Wealth Management, was featured on a panel to discuss Family Governance: Maintaining & Growing Wealth at...
Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if CWM is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see participation criteria/methodology). Unless expressly indicated to the contrary, CWM did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of CWM by any of its clients.
Please review Important Disclosure Information set forth in the Disclosures section of this website.