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, Partner of Circle Wealth Management, was featured on a panel to discuss Family Governance: Maintaining & Growing Wealth at...

Ann Kaplan, Partner of Circle Wealth Management, interviewed Elena Botelho, author of The CEO Next Door at an event sponsored by the...

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, Founder and Managing Partner at Circle Wealth Management, was a featured speaker at the annual student-run Women in Business...

Ann Kaplan, Partner of Circle Wealth Management, participated in a panel at the Markets Group 4th Annual Private Wealth Tri-State Forum....

Ann Kaplan, Partner of Circle Wealth Management, interviewed Christine Lagarde, Managing Director of the International Monetary Fund, on...

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, Partner of Circle Wealth Management, moderated a panel discussion about venture capital and investing in women. The event was...

Maria Chrin, Managing Partner of Circle Wealth Management, participated in a panel about engaging women in investing and financial...

John Chrin, Partner at Circle Wealth Management, was the keynote speaker at the 11th annual Wall Street Council Financial Services Forum...

The Council for Economic Education recognizes the achievements of a few select individuals who are making a powerful impact on financial...