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Hadley Smith

Associate at Circle Wealth Management, LLC

New York, NY , United States

About

Hadley Smith is an Associate focused on Portfolio Management at Circle Wealth Management, LLC in New York, NY. In this role, she supports the investment management team with ongoing portfolio oversight, asset allocation analysis, and client reporting, contributing to delivering customized wealth management solutions.

Prior to joining Circle Wealth Management in July 2024, Hadley gained experience as an OCIO Investment Portfolio Analyst at Commonfund, where she was involved in manager research, portfolio construction, and strategic asset allocation for institutional investors. Her background emphasizes multi-asset class investing, including equities, fixed income, and alternative investments, working with both private and nonprofit sector clients.

Hadley holds a Bachelor of Arts in Economics from Trinity College-Hartford and has also studied International Economics at ESCI-UPF. Her expertise spans global macroeconomic trends, risk management, and portfolio strategy, reflecting a commitment to applying economic insight to sophisticated investment solutions.

Career History

OrganizationRoleDate RangeDetails
Circle Wealth Management, LLCAssociateJul 2024 to Present
Portfolio Management & Analytics
CommonfundOCIO Investment Portfolio AnalystJul 2021 to Jun 2024
Assisted with client portfolio management in areas such as asset allocation modeling, portfolio construction, portfolio rebalancing, reporting, and risk management.
CommonfundOCIO Investment Portfolio AnalystDec 2020 to Feb 2021
CommonfundOCIO Investment Portfolio InternJun 2020 to Aug 2020
Trinity College-HartfordStudent Worker- College Events OfficeNov 2017 to Mar 2020

Education

Trinity College-Hartford

Bachelor of Arts, Economics

2017 2021

ESCI-UPF

International Economics

2019 2019

St. George's School

High School Diploma

2013 2017

Others at Circle Wealth Management, LLC (4)

NameRoleLocation
John Chrin
John Chrin
PartnerNJ , United States
Maria Chrin
Maria Chrin
Managing PartnerNew York, NY , United States
Daniel Flath
Daniel Flath
PartnerNew York, NY , United States
Ted Brown
Ted Brown
AnalystNew York, NY , United States

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