Circle Wealth Management, LLC jobs and careers

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.

Founded in 2007 by Maria L. Chrin.

FinTech Investment Management Personal Finance Advice Consulting Finance Financial Services Impact Investing Service Industry

Founded: 2007
Employees: 11 to 50

Leadership

The top of Circle Wealth Management, LLC's org chart, with how many people report into each leader.

Maria L. Chrin

Founder, Managing Partner

12 reports

Scott Dow

Senior Director, Portfolio Management And Investment Research

6 reports

Matthew Lange

Vice President, Finance & Reporting

1 report

Ellie Neustein

VP Business Operations & Strategy

Maddie S.

Chief Of Staff

Laura Ferguson

Vice President, Data Solutions

Jobs at Circle Wealth Management, LLC

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