Ann Kaplan

Partner

Circle Wealth Management

    New York, NY, USA

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Bio
Ann Kaplan is a Partner of Circle Wealth Management, a financial advisory firm. She also chairs Circle Financial Group, a peer to peer investment think tank. Ann was previously a partner of Goldman Sachs, heading the municipal bond department and promoting wealth management for women. Ann serves 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 Universit... (login for more professional bio)
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