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.
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Verified contacts
23
available on Kipplo
LinkedIn employees
23
11 to 50 range
Open roles
—
no listings
Distinct roles
17
indexed titles
Tech stack
1
tools in use
Monthly traffic
19
organic / mo
Sign up free to see all 23 verified contacts at Circle Wealth Management, Llc
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Decision-makers and verified team members
23 contacts with verified email or phone · masked until revealed.
- DW
Dana Walsh
Senior Director · General Business & Management
EmailPhone - LC
Lindsay Cherashore
Director · General Business & Management
EmailPhone - SD
Scott Dow
Senior Director, Portfolio Management and Investment Research · Finance & Accounting
EmailPhone - TC
Theo Cambilis
Senior Director · General Business & Management
EmailPhone - KR
Kelly Russo
Manager, Reporting and Client Service · Customer/Client Service
EmailPhone - PG
Paula Goldberg
Office Manager, Client Services · General Business & Management
EmailPhone - SR
Sarah Roytman
Executive Assistant Administrative Manager · Other
EmailPhone - EE
Emilio Egea
Associate, Investments · Finance & Accounting
EmailPhone - HS
Hadley Smith
Associate · Finance & Accounting
EmailPhone
Showing 9 of 23 verified contacts
Top roles at Circle Wealth Management, Llc
17 distinct titles indexed · top 10 shown.
- 3partner
- 2analyst
- 2associate
- 2senior director
- 1associate, finance & reporting
- 1associate, investments
- 1business development associate
- 1chief of staff
- 1client operations
- 1director
- +7more titles
Sign up to unlock all 23 contacts at Circle Wealth Management, Llc
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