Sign in
John Chrin

John Chrin

Partner at Circle Wealth Management, LLC

NJ , United States

About

John R. Chrin is a Partner and the Chief Investment Officer at Circle Wealth Management, LLC, where he leads portfolio management and serves on the investment committee. In his current role, he is responsible for overseeing client investment strategies, driving asset allocation decisions, and steering the firm’s investment policy. His focus encompasses a multi-asset, diversified approach to wealth management, with oversight of public equities, fixed income, and alternative investments tailored to high-net-worth individuals and families.

Chrin brings decades of experience in investment management, including prior roles at major Wall Street firms before co-leading Circle Wealth Management. He has been recognized as a keynote speaker at finance industry events, reflecting his influence and expertise in the sector. His work is notable for a disciplined approach to risk management and portfolio construction, drawing from experience in both the private wealth and institutional investment domains.

John R. Chrin’s educational background includes a degree from Lehigh University and an MBA from Columbia Business School. He is a Certified Financial Planner (CFP) and is noted for his commitment to client-centric service and ethical wealth stewardship. Chrin has contributed to financial education and philanthropy, supporting university scholarship initiatives and serving as a mentor within the wealth management industry.

Career History

OrganizationRoleDate RangeDetails
Circle Wealth Management, LLCPartnerJan 2012 to Present

Others at Circle Wealth Management, LLC (4)

NameRoleLocation
Maria Chrin
Maria Chrin
Managing PartnerNew York, NY , United States
Daniel Flath
Daniel Flath
PartnerNew York, NY , United States
H
Hadley Smith
AssociateNew York, NY , United States
Ted Brown
Ted Brown
AnalystNew York, NY , United States

Similar Fund Managers

NameRoleFundLocation
Charles Young
Charles Young
Investment Research and Planning AnalystBleakley Financial Group, LLCChatham, NJ , United States
Jon Betlow
Jon Betlow
PartnerBleakley Financial Group, LLCFairfield, NJ , United States