Ann Kaplan

Chair, WCCLC
New York

Ann Kaplan is a partner of Circle Wealth Management (CWM) a registered advisory firm. She is also the chair and founder of Circle Financial Group, a wealth management membership group for women. Ms. Kaplan was previously a general partner of Goldman, Sachs & Co. where she served as the head of the municipal bond department. Ms. Kaplan is a Columbia University Trustee Emerita. She currently serves on the Board of Overseers of the Columbia University School of Business, the Board of Advisors of School of Public Health and the Board of Advisors at the Medical Center. Ms. Kaplan also serves as a board member of the Goldman Sachs Bank USA and the Museum of Arts and Design. She is a member of the Council on Foreign Relations, the Economic Club of New York and the International Women’s Forum. Ms. Kaplan holds a B.A. from Smith College and a M.B.A. from Columbia University.