CWM is a firm where transparency is the norm, attention to detail is part of the DNA, and interests are always aligned with those of the client. We are passionate about delivering an exceptional client experience that transcends investment performance.
New York City, New York (PRWEB) July 17, 2014
Circle Wealth Management (CWM) Founder and Managing Partner Maria L. Chrin has been honored as one of “40 Women to Watch Over 40.” Ms. Chrin’s inclusion in this year’s group of honorees recognizes her leadership in developing a groundbreaking and highly regarded wealth management platform considered disruptive of traditional industry models for its ability to serve the previously unmet needs of investors, especially women and their families.
Ms. Chrin, a 15-year veteran of Goldman Sachs & Co., launched Circle Wealth Management in 2007 after joining forces with fellow women trailblazers on an exhaustive search for a wealth management system that would meet their individual needs.
“After spending five years interviewing and working with many types of firms, it became clear to me that a new wealth management model was needed,” says Ms. Chrin. “CWM was designed for individuals and families who want to work with a firm where transparency is the norm, attention to detail is part of the DNA, and the company’s interests are always aligned with those of the client. We are passionate about delivering an exceptional client experience that transcends investment performance.”
The 40 Women to Watch Over 40 organization was founded to recognize the contributions of highly experienced professional women. Christina Vuleta and Whitney Johnson founded the list “to challenge age stereotypes and raise awareness that ‘over forty’ is, in fact, when many women come into their most productive era.”
Among the other recipients for 2014 are Dr. Alissa Johnson, the White House Deputy Chief Information Officer; Celia Pronto, Marketing and E-Commerce Director for Ford Retail Group in the UK; and Kara Walker, a contemporary African-American artist who explores power, repression, history, race, and sexuality in her work and whose recent installation at the Domino Sugar Factory drew over 130,000 visitors in its two-month run.
“It is a great honor to be recognized alongside these and other women who are willing to take risks and challenge the status quo in their respective fields,” noted Ms. Chrin. “I am hopeful that the recognition this organization provides will encourage and embolden other women to bring their ideas and passions forward to make the world a better place.”
Circle Wealth Management, LLC (CWM) is an independent investment advisory and wealth management firm with offices in New York City and Summit, New Jersey. The firm provides customized services and tailored investment solutions to high net worth families and foundations.
CWM’s partners had successful careers in wealth management, investment banking, and asset management prior to founding CWM. The firm’s collaborative style enables them to bring their unique experiences and expertise to each client relationship while creating synergies with clients’ expanded teams of advisors, including legal and accounting professionals, private banks, investment banks, and trust companies. The firm strives to provide every client with the peace of mind that comes from knowing that their investment plan is being proactively managed by a seasoned team whose interests are fully aligned with theirs.
Contact: Jessica Kaplan, Circle Wealth Management®, LLC