Newsroom

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...
Ann Kaplan Interviews Elena Botelho, Author of The CEO Next Door
Ann Kaplan, Partner of Circle Wealth Management, interviewed Elena Botelho, author of The CEO Next Door at an event sponsored by the...
CWM Recognized in Financial Times 300 Top Registered Investment Advisers 2019
Circle Wealth Management is pleased to announce it has been named to the 2019 edition of the Financial Times 300 Top Registered Investment...
Maria Chrin featured at a Women in Business Conference at Lehigh University
Maria Chrin, Founder and Managing Partner at Circle Wealth Management, was a featured speaker at the annual student-run Women in Business...
Ann Kaplan featured on a Panel for Private Wealth Tri-State Forum
Ann Kaplan, Partner of Circle Wealth Management, participated in a panel at the Markets Group 4th Annual Private Wealth Tri-State Forum....
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...
CWM Recognized in Financial Times 200 Top Registered Investment Advisors 2018
We are pleased to announce that Circle Wealth Management has been named to the 2018 edition of the Financial Times 300 Top Registered...
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...
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...
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...
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...