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Mary Ann Casati
Mary Ann Casati ’82
Circle Financial Group
Ms. Casati is a founding partner of Circle Financial Group (CFG), a New York–based investment and wealth management membership organization made up of 12 high-net-worth women, half of whom (including Ms. Casati) are former employees of Goldman Sachs. The group operates as a collaborative wealth management platform and financial support group, which provides information and investment tools, as well as a community for sharing ideas and advice. The group holds weekly investment meetings and quarterly asset-allocation meetings to discuss issues in the current market, as well as in members’ individual portfolio. Each member of CFG controls her own portfolio. In addition to Ms. Casati, Ann Kaplan ’77, Maria Chrin ’89, Diane Britz Lotti ’82, and Nancy Donovan ’79 are all members of CFG.
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