Circle Wealth Management Employee Directory
Circle Wealth Management corporate office is located in 126 E 56th St Fl 21, New York, New York, 10022, United States and has 11-50 employees.
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Employees by Department
Departments
Number of employees
Finance
9
C-Suite
4
Operations
3
Engineering & Technical
2
Sales
2
Medical & Health
1
Key Employees of Circle Wealth Management
Circle Wealth Management Global Presence
| Location | People at location |
| North America | 11-50 |
Index of contact profiles from Circle Wealth Management
- Managing Director, Family Office Services Trust & Estate Services Investment Committee
- United States , New York , New York
- Director, Client Services
- United States , New York , New York
- Founder & Head Managing of Client Advisory Investment Committee Partner
- United States , New York , New York
- Manager, Family Office Services
- United States , New York , New York
- Senior Director
- United States , New York , New York
- Office Manager, Client Services
- United States , New York , New York
- Reporting Vice President, Finance
- United States , New York , New York
- Investment Research Senior Director, Portfolio Management
- United States , New York , New York
- Partner
- United States , New York , New York
- Family Office Services Project Management Chief of Staff
- United States , New York , New York
- Investment Research Analyst
- United States , New York , New York
- Partner, Chief Compliance Officer Head of Client Services
- United States , New York , New York
- Finance & Reporting Associate
- United States , New York , New York
- Executive Assistant & Administrative Manager
- United States , New York , New York
- Partner, Chief Technology Officer Portfolio Management Investment Committee
- United States , New York , New York
- Managing Director
- United States , New York , New York
- Analyst
- United States , New York , New York
- Vice President, Business Operations & Strategy
- United States , New York , New York
- Investments Associate
- United States , New York , New York
- Owner
- United States , New York , New York
Former Employees at Circle Wealth Management
Explore people who held key positions, contributed to Circle Wealth Management's success, and advanced their careers.
Director, Family Offic... at EisnerAmper
Worked as Vice President
at Circle Wealth Management (2016-2019)
Campus Ambassador at Partiful
Worked as Full Stack Developer & Intern
at Circle Wealth Management (2024-2024)
Investment Banking Ana... at TD Securities
Worked as Investment Intern
at Circle Wealth Management (2022-2022)
Treasury Capital Plann... at Nike
Worked as Financial Analyst
at Circle Wealth Management (2018-2022)
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Frequently Asked Questions Regarding Circle Wealth Management Employees
CWM is a Registered Investment Advisory firm that empowers its clients to achieve their financial goals and priorities. Your Trusted Co-Pilot: The company works with clients in a way that makes sense for them, serving as a trusted co-pilot as the company navigate the complexities of planning and investing together. Depth of Expertise & Access: The... Read More
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