Circle Wealth Management, LLC
Laura Ferguson currently holds the position of Vice President of Data Solutions at Circle Wealth Management, LLC, starting in April 2025. Prior to this role, Laura served as a Data Solutions Consultant III at Addepar from August 2023 to April 2025 and held various positions at Goldman Sachs between July 2018 and July 2023, including Software Engineering Associate and Business Intelligence Senior Analyst. Academic experience includes serving as a Graduate Teaching Assistant at the University of Utah and an Undergraduate Teaching Assistant at Virginia Tech. Laura completed a Master of Science in Information Systems at the University of Utah and holds Bachelor's Degrees in Business Information Technology and Finance from Virginia Tech.
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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.