Ann Kaplan

Ann Kaplan is a seasoned finance professional with extensive experience in wealth management and investment banking. Currently serving as a Partner at Circle Wealth Management, LLC, Ann is dedicated to assisting individuals and families in understanding, preserving, and growing their wealth. Previously, Ann held the position of Chair at Circle Financial Group, LLC from January 2003 to September 2024, and worked at Goldman Sachs from 1977 to 2003 as a Partner, where Ann headed the Municipal Bond Department and initiated a program focused on women investors. Ann holds a Bachelor's degree in Political Science from Smith College and an MBA in Finance from Columbia University, where studies took place from 1976 to 1977.