Maria L. Chrin

Ann Kaplan is a prominent financial professional serving as a Managing Partner at Circle Wealth Management, LLC, a registered financial advisory firm that provides investment solutions to individuals, families, and non-profit organizations. She is also the chair and founder of Circle Financial Group, which focuses on wealth management and investment strategies specifically for women.

Professional Background

Kaplan has an extensive background in finance, having previously been a general partner at Goldman Sachs & Co., where she led the municipal bond department. Her career spans over 45 years in the financial industry, demonstrating her deep expertise in investment management and wealth advisory services.123

Education and Affiliations

She holds a Bachelor of Arts from Smith College and an MBA from Columbia Business School. Kaplan is actively involved in various boards and organizations, including:

• Columbia University: Trustee Emerita and member of the Board of Overseers for the Business School, as well as the Board of Advisors for the Medical Center and the Mailman School of Public Health.
• Women’s Health Access Matters: Board member.
• Council on Foreign Relations and Economic Club of New York: Member.
• American Red Cross and Museum of Arts and Design: Former trustee and chair of investment committees.1235

Contributions and Recognition

Ann Kaplan has been recognized for her contributions to finance and women's leadership, including teaching asset management at Columbia Business School from 2004 to 2014. She is also known for her interviews and discussions on economic issues, particularly focusing on gender equality in finance and leadership roles.146

Through her work, Kaplan continues to influence the wealth management landscape, particularly for women, advocating for greater representation and support in financial decision-making.37