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

Industry Experience | 30 Years

Ann Kaplan

Partner
Investment Committee

Industry Experience | 42 Years

John R. Chrin, CFP®

​Partner
Investment Committee

Industry Experience | 31 Years

Kristen Breault

​Partner
Chief Compliance Officer

Industry Experience | 26 Years

Daniel Flath, CFA, CFP®

Managing Director
Investment Committee

Lauren Shenloogian, CPA

Managing Director
Account Reconciliation
Performance Reporting

Maddie H Scheler

Chief of Staff
Project Management

Lindsay Cherashore

 Vice President
Family Office Services
Portfolio Management

Susan Feeley

Vice President
Family Office Services

Dana Walsh

Dana Walsh, CPA

Vice President
Finance & Reporting​

Theodore Cambilis, CFP®

Associate
Investment Committee
Investment Research
Portfolio Management

Annika Ellenbogen

Financial Analyst
Investment Research
Portfolio Management

William Smith

Financial/Operations Analyst
Account Reconciliation
Performance Reporting

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.

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