Circle Wealth Management, LLC
Investment Management
Summit, Nj, United States
21 employees
- Employees
- 21
- Contacts
- 4
- Emails
- 4
- Phones
- 2
Circle Wealth Management, LLC Overview
- Headquarters
- Summit, Nj, United States
- Phone Number
- Available in AeroLeads
- Website
- circlewm.com
- Industry
- Investment Management
- Employees
- 21
- Founded
- 2007
- Company Email
- Available in AeroLeads
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment Activities
About Circle Wealth Management, LLC
At Circle Wealth Management, we seek to empower our clients to achieve their financial goals through a collaborative process that emphasizes and respects their values and priorities.
Circle Wealth Management, LLC Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 2
- 50.0% coverage
Circle Wealth Management, LLC Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Theo Cambilis | Senior Director at Circle Wealth Management, Llc | Bridgewater, New Jersey, United States |
Email
Phone
|
| Kelly Russo | Manager, Reporting and Client Service | New York, United States |
Email
|
| Sarah Roytman | Executive Assistant at Circle Wealth Management | Matawan, New Jersey, United States |
Email
|
| Lindsay Cherashore | Circle Wealth Management, Llc | New York, United States |
Email
Phone
|
Employees by Management Level
Director
4 profiles
Individual contributor
4 profiles
Associate / junior
2 profiles
Executive
1 profile
Manager
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 5 | 5 | 3 |
| General | 4 | 4 | 1 |
| Sales | 1 | 1 | 0 |
| IT | 1 | 1 | 0 |
Circle Wealth Management, LLC Tech Stack
Engineering
1 profile
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