Maria Lourdes Kattan-Chrin
Chief Executive Officer bij Circle Wealth Management LLC
Profiel
Ms. Maria L.
Kattan-Chrin is a Founder & Managing Partner at Circle Wealth Management LLC and a Co-Founder at Circle Financial Group LLC.
She has over 30 years of industry experience.
Ms. Kattan-Chrin was previously employed as a Vice President by Goldman Sachs & Co.
She received her BS in Economics degree from Lehigh University and an MBA in Finance and Marketing from Columbia Business School.
Actieve functies van Maria Lourdes Kattan-Chrin
Bedrijven | Functie | Begin |
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Circle Wealth Management LLC
Circle Wealth Management LLC Investment ManagersFinance Circle Wealth Management LLC (CWM) is a SEC-registered investment advisor headquartered in Summit, New Jersey. The firm was founded by Maria Kattan-Chrin in 2006 and is a subsidiary of MLKS LLC. CWM provides customized wealth advisory and investment management services to a select group of high-net-worth individuals and multi-generational families, their related trusts, foundations, and endowments. | Chief Executive Officer | 01-12-2006 |
Eerdere bekende functies van Maria Lourdes Kattan-Chrin
Bedrijven | Functie | Einde |
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Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Financial ConglomeratesFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Corporate Officer/Principal | - |
Circle Financial Group LLC
Circle Financial Group LLC Regional BanksFinance Circle Financial Group LLC provides wealth management platform and solutions. It also provides philanthropy and tax and estate planning services. The company was founded by Rosemary L. Ripley and Maria L. Chrin was founded on January 24, 2006 and is headquartered in New York, NY. | Founder | - |
Opleiding van Maria Lourdes Kattan-Chrin
Lehigh University | Undergraduate Degree |
Columbia Business School | Masters Business Admin |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
Bedrijven in privébezit | 3 |
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Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Financial ConglomeratesFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Finance |
Circle Financial Group LLC
Circle Financial Group LLC Regional BanksFinance Circle Financial Group LLC provides wealth management platform and solutions. It also provides philanthropy and tax and estate planning services. The company was founded by Rosemary L. Ripley and Maria L. Chrin was founded on January 24, 2006 and is headquartered in New York, NY. | Finance |
Circle Wealth Management LLC
Circle Wealth Management LLC Investment ManagersFinance Circle Wealth Management LLC (CWM) is a SEC-registered investment advisor headquartered in Summit, New Jersey. The firm was founded by Maria Kattan-Chrin in 2006 and is a subsidiary of MLKS LLC. CWM provides customized wealth advisory and investment management services to a select group of high-net-worth individuals and multi-generational families, their related trusts, foundations, and endowments. | Finance |