Ann Kaplan is a highly accomplished financial professional with a wealth of experience in the industry. Previously serving as a partner at Goldman Sachs, Ann headed the municipal bond department and promoted wealth management for women. Ann now serves as a partner of Circle Wealth Management, a financial advisory firm, as well as chairing Circle Financial Group, a peer to peer investment think tank. Ann is highly involved in philanthropic work, serving on the Boards of Columbia University, The Economic Club, The Museum of Art and Design, The Red Cross in Greater New York, the Board of Overseers of Columbia University Business School, the Goldman Sachs Bank and LearnVest. With a BA from Smith College and an MBA from Columbia, Ann is a member of prestigious organizations such as the Council on Foreign Relations, the C200 and the International Women's Forum.