Ann Kaplan
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Ann Kaplan Email & Phone Number

Partner at Circle Wealth Management, LLC
Location: New York, United States 5 work roles 2 schools
1 work email found @circlewm.com 4 phones found area 908 and 212 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 4 phones

Work email a****@circlewm.com
Direct phone (908) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Circle Wealth Management, LLC
Role
Partner
Location
New York, United States
Company size
21 employees

Who is Ann Kaplan? Overview

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Quick answer

Ann Kaplan is listed as Partner at Circle Wealth Management, LLC, a with 21 employees, based in New York, United States. AeroLeads shows a work email signal at circlewm.com, phone signal with area code 908, 212, and a matched LinkedIn profile for Ann Kaplan.

Ann Kaplan previously worked as Chair at Circle Financial Group, Llc and Chair at Circle Financial Group, Llc. Ann Kaplan holds Bachelor'S Degree, Political Science from Smith College.

Company email context

Email format at Circle Wealth Management, LLC

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{first_initial}{last}@circlewm.com
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AeroLeads found 1 current-domain work email signal for Ann Kaplan. Compare company email patterns before reaching out.

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Profile bio

About Ann Kaplan

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 University Business School, the Goldman Sachs Bank and LearnVest. She is a member the Council on Foreign Relations, the C200 and the International Women's Forum. Ann has a BA from Smith College and an MBA from Columbia.

Listed skills include Public Speaking, Investments, Strategic Planning, Nonprofits, and 4 others.

Current workplace

Ann Kaplan's current company

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Circle Wealth Management, LLC
Circle Wealth Management, Llc
Partner
New York, NY, US
Website
circlewm.com
Employees
21
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Company profile
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5 roles · 50 years

Ann Kaplan work experience

A career timeline built from the work history available for this profile.

Partner

Circle Wealth Management, Llc

Summit, Nj, Us

Our mission is to work with individuals and families to help them understand, preserve and grow their wealth.

Partner

Goldman Sachs

New York, New York, Us

Headed the Municipal Bond DepartmentEstablished a program which focused on women investors

1977 - 2003 ~26 yrs
Team & coworkers

Colleagues at Circle Wealth Management, LLC

Other employees you can reach at circlewm.com. View company contacts for 21 employees →

TC Theo Cambilis Theo Cambilis Colleague at Circle Wealth Management, LlcBridgewater, New Jersey, United States View → TB Ted Brown Ted Brown Colleague at Circle Wealth Management, LlcNew York City Metropolitan Area, United States View → SD Scott Dow, Cfa Scott Dow, Cfa Colleague at Circle Wealth Management, LlcNew York, United States View → LS Lauren Shenloogian Lauren Shenloogian Colleague at Circle Wealth Management, LlcPort Monmouth, New Jersey, United States View → MS Maddie S. Maddie S. Colleague at Circle Wealth Management, LlcNew York, United States View → KR Kelly Russo Kelly Russo Colleague at Circle Wealth Management, LlcNew York, United States View → SR Sarah Roytman Sarah Roytman Colleague at Circle Wealth Management, LlcMatawan, New Jersey, United States View → LC Lindsay Cherashore Lindsay Cherashore Colleague at Circle Wealth Management, LlcNew York, United States View → JC John Chrin John Chrin Colleague at Circle Wealth Management, LlcShort Hills, New Jersey, United States View → HS Hadley Smith Hadley Smith Colleague at Circle Wealth Management, LlcNew York, United States View →
2 education records

Ann Kaplan education

Bachelor'S Degree, Political Science

Smith College

Master Of Business Administration (Mba), Finance, General

Columbia University
FAQ

Frequently asked questions about Ann Kaplan

Quick answers generated from the profile data available on this page.

What company does Ann Kaplan work for?

Ann Kaplan works for Circle Wealth Management, LLC.

What is Ann Kaplan's role at Circle Wealth Management, LLC?

Ann Kaplan is listed as Partner at Circle Wealth Management, LLC.

What is Ann Kaplan's email address?

AeroLeads has found 1 work email signal at @circlewm.com for Ann Kaplan at Circle Wealth Management, LLC.

What is Ann Kaplan's phone number?

AeroLeads has found 4 phone signal(s) with area code 908, 212 for Ann Kaplan at Circle Wealth Management, LLC.

Where is Ann Kaplan based?

Ann Kaplan is based in New York, United States while working with Circle Wealth Management, LLC.

What companies has Ann Kaplan worked for?

Ann Kaplan has worked for Circle Wealth Management, Llc, Circle Financial Group, Llc, and Goldman Sachs.

Who are Ann Kaplan's colleagues at Circle Wealth Management, LLC?

Ann Kaplan's colleagues at Circle Wealth Management, LLC include Theo Cambilis, Ted Brown, Scott Dow, Cfa, Lauren Shenloogian, and Maddie S..

How can I contact Ann Kaplan?

You can use AeroLeads to view verified contact signals for Ann Kaplan at Circle Wealth Management, LLC, including work email, phone, and LinkedIn data when available.

What schools did Ann Kaplan attend?

Ann Kaplan holds Bachelor'S Degree, Political Science from Smith College.

What skills is Ann Kaplan known for?

Ann Kaplan is listed with skills including Public Speaking, Investments, Strategic Planning, Nonprofits, Asset Management, Negotiation, Financial Analysis, and Risk Management.

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