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-chrin

Maria L. Chrin

Founder & ​Managing Partner
Investment Committee Chair

ann-kaplan

Ann Kaplan

Partner
Investment Committee

John R. Chrin, CFP®

​Partner
Investment Committee

Kristen Breault

​Partner
Chief Compliance Officer

Daniel Flath, CFA, CFP®

Partner
Investment Committee

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

Dana Walsh, CPA

Director
Finance & Reporting​

Theodore Cambilis, CFP®

Vice President
Investment Committee
Investment Research
Portfolio Management

James Devanna, CPA

Manager
Finance & Reporting

kelly_russo

Kelly Russo

Manager
Reporting & Client Service

William Smith

Associate
Investment Committee
Research & Portfolio Management

Emma Fernandez

Wealth Engineer

Sarah Roytman

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.

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