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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Circle Wealth Management, LLC | Partner | Jan 2012 to Present | — |
Others at Circle Wealth Management, LLC (4)
| Name | Role | Location |
|---|---|---|
| Managing Partner | New York, NY , United States | |
| Partner | New York, NY , United States | |
H Hadley Smith | Associate | New York, NY , United States |
| Analyst | New York, NY , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Investment Research and Planning Analyst | Bleakley Financial Group, LLC | Chatham, NJ , United States | |
| Partner | Bleakley Financial Group, LLC | Fairfield, NJ , United States |