MENU

You are here

Ann Kaplan

Ann Kaplan ’77
Partner, Circle Wealth Management, New York

Ann Kaplan is a partner of Circle Wealth Management, an investment advisory firm, and is the Chair of Circle Financial Group, a wealth management membership organization.

Ms. Kaplan was previously a general partner of Goldman, Sachs & Co. where she served as the head of the municipal bond department. During her last three years at the firm, she was a member of the Asset Management Division focusing on wealth management.

Ann serves as a board member of the Goldman Sachs Bank USA and LearnVest. She also serves on the boards of Columbia University, the Museum of Arts & Design, the Economic Club of New York and the Women’s Forum. She is a member of the Council on Foreign Relations.

Ms. Kaplan holds a B.A. in government from Smith College and an M.S.W. and M.B.A. from Columbia University.

FEATURED HASHTAGS

Use these tags to follow the conversation

The tag to use for tweets about the Columbia Business School experience.

The new way to follow the Columbia Business School alumni conversation.


 CONNECT ONLINE to watch the conversation unfold.

 

News & Ideas

Attendance at Reunion 2015 Sets New Record

A record-breaking 2,500 alumni, guests, faculty and staff members, and students attended this year’s Reunion Weekend, which took place April 17–19.

Read More >

The Beginning of a Beautiful Friendship

Your former classmate might be the perfect business partner.

Read More >

Columbia Business School Professor Predicts How Changes in Banking Laws Could Fuel Emerging Economies of Tomorrow

New research tracks emerging countries’ economics activity after law changes and finds a boost in access to credit; increase in employment rate; increase in productivity and sales for firms

Read More >

How India Can Build Infrastructure

Rajiv Lall, executive chairman of the Infrastructure Development Corp. in India, says public/private partnerships won’t cut it.

Read More >

Chris Borland Makes the Hard Choice to Go Long

Chris Borland’s dramatic decision to retire at age 24 can teach us all something about the way we value the present and make hard decisions about the future.

photo ©Steve Schar/Flickr


Read More >

Eight Controversial Practices in the New Stock Market

New Research from Columbia Business School Makes Recommendations on How Regulators Should Intervene—If At All

Read More >

Clinton's 2016 Logo "Fail" Not Likely to Lose Voters

Criticism of the campaign logo dominated social media conversations around Hillary Clinton’s 2016 presidential bid. But logos are just a small part of a brand, and by the time election day rolls around, #logogate is likely to be long forgotten.

Read More >

Executive in Residence Jack Mitchell: Hug Your Customers

At Mitchells Family of Stores, a three-generation family clothing business, knowing the customer is the modus operandi.

Read More >

Damon Phillips to Serve as Co-Director of Tamer Center

In his new role, Professor Phillips will lead research and curriculum, as well as develop connections and support, for the Tamer Center.

Read More >