VerifiedInvestment Management· Founded 2007

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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Summit, United States24(11 to 50)$1M to <$10M2007circlewm.com LinkedIn

Verified contacts

available on Kipplo

LinkedIn employees

11 to 50 range

Open roles

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Distinct roles

indexed titles

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organic / mo

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Decision-makers and verified team members

21 contacts with verified email or phone · masked until revealed.

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 · Other
EmailPhone
HS
Hadley Smith
Associate · Finance & Accounting
EmailPhone
DM
Daniel M. Flath
Partner · General Business & Management
EmailPhone
JC
John Chrin
Partner · General Business & Management
EmailPhone
LS
Lauren Shenloogian
Managing Director · General Business & Management
EmailPhone
DW
Dana Walsh
Senior Director · General Business & Management
EmailPhone

Showing 9 of 21 verified contacts

Top roles at Circle Wealth Management, Llc

13 distinct titles indexed · top 10 shown.

3partner
2analyst
2associate
2senior director
1associate, investments
1chief of staff
1client operations
1director
1director, client services
1executive assistant administrative manager
+3more titles

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Sign up to reveal 21 verified contacts at Circle Wealth Management, Llc

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