We Are a Multigenerational Team.
Every member of our team is selectively hired and carefully mentored to ensure an ethical, collaborative firm culture and utmost excellence in client experience. Each client relationship is led by at least one partner and supported by additional team members.
Following successful careers at major Wall Street firms, our partners bring decades of experience in investment management, wealth management, and investment banking. In addition, we share a network of geopolitical and financial thought leaders as well as civil society and philanthropic leaders.
Our partners have worked together for over twenty years and share a passion for helping our clients achieve their goals through thoughtful planning and investing.
Maria L. Chrin
Founder & ​Managing Partner
Investment Committee Chair
Ann Kaplan
​Partner
Investment Committee
John R. Chrin, CFP®
​Partner
Investment Committee
Portfolio Management
Daniel Flath, CFA, CFP®
Partner, CTO & Welos Developer
Investment Committee
Portfolio Management
Lauren Shenloogian, CPA
Managing Director
Account Reconciliation
Performance Reporting
Maddie H Scheler
Chief of Staff
Project Management
Scott Dow, CFA
Senior Director
Investment Research
Portfolio Management
Lindsay Cherashore
 Director
Family Office Services
Portfolio Management
Susan Feeley
Director
Family Office Services
Dana Walsh, CPA
Director
Finance & Reporting​
Theodore Cambilis, CFP®
Vice President
Investment Committee
Investment Research
Portfolio Management
Kelly Russo
Manager
Reporting & Client Service
Connor Mullin
Associate
Finance & Reporting
Emma Fernandez
Wealth Engineer
Ted Brown
Financial Analyst
Investment Research
Sarah Roytman
Executive Assistant & Administrative Manager
Zoe Griffiths
Client Operations Administrator
Paula Goldberg
NYC Office Manager
Notary​
Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, nor membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if CWM is engaged, or continues to be engaged, to provide investment advisory services.
Maria L. Chrin
Founder & ​Managing Partner
Investment Committee Chair
Ann Kaplan
​Partner
Investment Committee
John R. Chrin, CFP®
​Partner
Investment Committee
Portfolio Management
Daniel Flath, CFA, CFP®
Partner, CTO & Welos Developer
Investment Committee
Portfolio Management
Lauren Shenloogian, CPA
Managing Director
Account Reconciliation
Performance Reporting
Maddie H Scheler
Chief of Staff
Project Management
Scott Dow, CFA
Senior Director
Investment Research
Portfolio Management
Lindsay Cherashore
 Director
Family Office Services
Portfolio Management
Susan Feeley
Director
Family Office Services
Dana Walsh, CPA
Director
Finance & Reporting​
Theodore Cambilis, CFP®
Vice President
Investment Committee
Investment Research
Portfolio Management
Kelly Russo
Manager
Reporting & Client Service
Connor Mullin
Associate
Finance & Reporting
Emma Fernandez
Wealth Engineer
Ted Brown
Financial Analyst
Investment Research
Sarah Roytman
Executive Assistant & Administrative Manager
Zoe Griffiths
Client Operations Administrator
Paula Goldberg
NYC Office Manager
Notary​
Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, nor membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if CWM is engaged, or continues to be engaged, to provide investment advisory services.
Please review Important Disclosure Information set forth in the Disclosures section of this website.
