Circle Wealth Management (CWM) Founder and Managing Partner Maria L. Chrin has been honored as one of "40 Women to Watch Over 40." Ms. Chrin's inclusion in this year's group of honorees recognizes her leadership in developing a groundbreaking and highly regarded wealth management platform considered disruptive of traditional industry models for its ability to serve the previously unmet needs of investors, especially women and their families.
Ms. Chrin, a 15-year veteran of
"After spending five years interviewing and working with many types of firms, it became clear to me that a new wealth management model was needed," says Ms. Chrin. "CWM was designed for individuals and families who want to work with a firm where transparency is the norm, attention to detail is part of the DNA, and the company's interests are always aligned with those of the client. We are passionate about delivering an exceptional client experience that transcends investment performance."
The 40 Women to Watch Over 40 organization was founded to recognize the contributions of highly experienced professional women.
Among the other recipients for 2014 are Dr.
"It is a great honor to be recognized alongside these and other women who are willing to take risks and challenge the status quo in their respective fields," noted Ms. Chrin. "I am hopeful that the recognition this organization provides will encourage and embolden other women to bring their ideas and passions forward to make the world a better place."
CWM's partners had successful careers in wealth management, investment banking, and asset management prior to founding CWM. The firm's collaborative style enables them to bring their unique experiences and expertise to each client relationship while creating synergies with clients' expanded teams of advisors, including legal and accounting professionals, private banks, investment banks, and trust companies. The firm strives to provide every client with the peace of mind that comes from knowing that their investment plan is being proactively managed by a seasoned team whose interests are fully aligned with theirs.
Read the full story at http://www.prweb.com/releases/2014/07/prweb12021898.htm
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