Ann Kaplan

Ann Kaplan Email and Phone Number

Chair @ Circle Financial Group, LLC
New York, NY, US
Ann Kaplan's Location
New York, New York, United States, United States
Ann Kaplan's Contact Details
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.

Ann Kaplan's Current Company Details
Circle Financial Group, LLC

Circle Financial Group, Llc

View
Chair
New York, NY, US
Employees:
10
Ann Kaplan Work Experience Details
  • Circle Financial Group, Llc
    Chair
    Circle Financial Group, Llc
    New York, Ny, Us
    View
  • Circle Wealth Management, Llc
    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.
    View
  • Circle Financial Group, Llc
    Chair
    Circle Financial Group, Llc Jan 2003 - Sep 2024
    Us
    View
  • Goldman Sachs
    Partner
    Goldman Sachs 1977 - 2003
    New York, New York, Us
    Headed the Municipal Bond DepartmentEstablished a program which focused on women investors
    View

Ann Kaplan Skills

Public Speaking Investments Strategic Planning Nonprofits Asset Management Negotiation Financial Analysis Risk Management

Ann Kaplan Education Details

  • Smith College
    Smith College
    Political Science
  • Columbia University
    Columbia University
    General

Frequently Asked Questions about Ann Kaplan

What company does Ann Kaplan work for?

Ann Kaplan works for Circle Financial Group, Llc

What is Ann Kaplan's role at the current company?

Ann Kaplan's current role is Chair.

What is Ann Kaplan's email address?

Ann Kaplan's email address is ak****@****ial.com

What is Ann Kaplan's direct phone number?

Ann Kaplan's direct phone number is +190820*****

What schools did Ann Kaplan attend?

Ann Kaplan attended Smith College, Columbia University.

What skills is Ann Kaplan known for?

Ann Kaplan has skills like Public Speaking, Investments, Strategic Planning, Nonprofits, Asset Management, Negotiation, Financial Analysis, Risk Management.

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