
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
Head of Client Advisory
Investment Committee

John R. Chrin, CFP®
Partner, CIO
Portfolio Management
Investment Committee

Kristen A. Breault
Partner, Chief Compliance Officer
Head of Client Services

Daniel M. Flath, CFA, CFP®
Partner, CTO
Portfolio Management
Investment Committee

Maddie H Scheler
Chief of Staff
Family Office Services
Project Management

Lindsay Cherashore
Managing Director
Family Office Services
Trust & Estate Services
Investment Committee

Lauren Shenloogian, CPA
Managing Director
Finance & Reporting

Theodore Cambilis, CFP®
Senior Director
Portfolio Management & Client Advisory
Investment Committee

Scott Dow, CFA
Senior Director
Investment Research
Portfolio Management
Investment Committee

Dana Walsh, CPA
Senior Director
Finance & Reporting

Susan Feeley
Director
Family Office Services

Kelly Russo
Manager
Family Office Services

Zoe Griffiths
Associate
Reporting & Client Services

Connor Mullin
Associate
Finance & Reporting

Hadley Smith
Associate
Portfolio Management

Ted Brown
Analyst
Investment Research

Sarah Roytman
Executive Assistant & Administrative Manager

Paula Goldberg
Office Manager – NYC
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.