About
Maria L. Chrin is the founder and Managing Partner of Circle Wealth Management, LLC, a women-owned, independent wealth advisory firm and multi-family office headquartered in New York City. She leads the firm's investment committee and is responsible for client advisory, focusing on providing customized financial planning, governance, and investment management solutions for ultra-high-net-worth, multigenerational families. Under her leadership, Circle Wealth Management manages over $11 billion in assets and offers outsourced chief investment officer (OCIO) services, portfolio construction, and risk monitoring centered on long-term wealth preservation and growth.
Ms. Chrin specializes in multi-asset class portfolio management, balancing concentrated positions with diversification, and allocating to high-conviction, risk-managed investment ideas. Her expertise encompasses public and private markets, with significant experience in equities, fixed income, alternative investments, private equity, and direct investments for multi-generational family clients. She is also recognized as an advocate for women investors and financial inclusion, frequently speaking on industry panels and media outlets such as CNBC about investment strategy and financial planning.
Before founding Circle Wealth Management in 2007, Maria co-founded Circle Financial Group and spent 15 years as Vice President at Goldman Sachs Private Wealth Management, where she built one of the firm’s premier domestic and international family practices. She holds an MBA in Finance and Marketing from Columbia Business School and a B.S. in Economics from Lehigh University, graduating Summa Cum Laude. Chrin has been honored among the Top 100 Women Financial Advisers by the Financial Times, named to Forty Over 40, and serves on the boards of educational and philanthropic organizations, reflecting her commitment to leadership and financial education.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Circle Wealth Management, LLC | Managing Partner | Jan 2007 to Present | — |
| Circle Financial Group, LLC | Co-Founder | Jan 2002 to Present | — |
| Goldman Sachs Private Wealth Management | Vice President | Jan 1989 to Jan 2004 | — |
Education
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.)
Lehigh University
Bachelor of Science (BS), Economics
Skills & Expertise
Others at Circle Wealth Management, LLC (4)
| Name | Role | Location |
|---|---|---|
| Partner | NJ , 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 |