Maria Lourdes Kattan-Chrin
Directeur Général chez Circle Wealth Management LLC
Profil
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.
Postes actifs de Maria Lourdes Kattan-Chrin
| Sociétés | Poste | Début |
|---|---|---|
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. | Directeur Général | 01/12/2006 |
Anciens postes connus de Maria Lourdes Kattan-Chrin
| Sociétés | Poste | Fin |
|---|---|---|
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance 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. | Fondateur | - |
Formation de Maria Lourdes Kattan-Chrin
| Lehigh University | Undergraduate Degree |
| Columbia Business School | Masters Business Admin |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance 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 |