
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®
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, CPA
Vice President
Finance & Reporting

Theodore Cambilis, CFP®
Vice President
Investment Committee
Investment Research
Portfolio Management

James Devanna, CPA
Manager
Finance & Reporting

William Smith
Financial/Operations Analyst
Account Reconciliation
Performance Reporting

Emma Fernandez
Analyst
Wealth Engineer

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.