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Ann Kaplan Featured on Panel Discussing Family Governance: Maintaining & Growing Wealth

Ann Kaplan Interviews Elena Botelho, Author of The CEO Next Door

CWM Recognized in Financial Times 300 Top Registered Investment Advisers 2019

Maria Chrin featured at a Women in Business Conference at Lehigh University

Ann Kaplan featured on a Panel for Private Wealth Tri-State Forum

​Ann Kaplan interviews IMF Managing Director Christine Lagarde

CWM Recognized in Financial Times 200 Top Registered Investment Advisors 2018

Ann Kaplan leads discussion on Venture Capital and Investing in Women

Maria Chrin Featured as a Leading Advocate for Women’s Financial Inclusion

John Chrin featured as Keynote Speaker at a Financial Services Forum for University Students

Ann Kaplan Honored at Council for Economic Education’s Visionary Awards

CWM Named to 2015 Financial Times 300 Top Registered Investment Advisers