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 serves on the Board of Overseers of the Columbia University School of Business and the Columbia University Investment Management Company. She is Chair of the Women Creating Change Leadership Board, and serves on the Board of Advisors at Columbia University Medical Center. Ms. Kaplan also serves as a board member of the Goldman Sachs Bank USA, the American Red Cross in Greater New York, and the Museum of Arts and Design. She is a member of the Council on Foreign Relations, Committee of 200, 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.