Circle Wealth Management, LLC Employee Directory

Q: What is Circle Wealth Management, LLC known for?

Circle Wealth Management, LLC was founded in 2007. Circle Wealth Management, LLC operates in the Investment Management industry.

Investment ManagementNew Jersey, United States11-50 Employees

At Circle Wealth Management, we seek to empower our clients to achieve their financial goals through a collaborative process that emphasizes and respects their values and priorities.

Find Circle Wealth Management, LLC employees' phone numbers or email addresses

Circle Wealth Management, LLC Global Highlights

North America
40

United States Of America
39
Nicaragua
1

Circle Wealth Management, LLC's Leadership

M. S.
Chief Of Staff
Mobile Phone
Email
M. S.
Chief Of Staff
Mobile Phone
Email
D. F.
Partner
Mobile Phone
Email
M. L. C.
Managing Partner
Mobile Phone
Email
J. C.
Partner
Mobile Phone
Email
K. B.
Partner Chief Compliance Officer
Mobile Phone
Email
R. G.
Managing Partner
Mobile Phone
Email
M. S.
Owner
Mobile Phone
Email

Contact profiles from Circle Wealth Management, LLC

Name

Title

Contact Info

Location

Last Update

S. D.
Senior Director, Portfolio Management And Investment Research
Mobile Phone
Email
United StatesNew York
Nov 04, 2025
D. W.
Senior Director
Mobile Phone
Email
United StatesNew York
Nov 13, 2025
L. C.
Director
Mobile Phone
Email
United StatesNew York
Nov 11, 2025
S. D.
Director, Client Services
Mobile Phone
Email
United StatesNew York
Nov 18, 2025
L. S.
Managing Director
Mobile Phone
Email
United StatesNew Jersey
Nov 04, 2025
T. C.
Senior Director
Mobile Phone
Email
United StatesNew Jersey
Nov 04, 2025
D. F.
Managing Director
Mobile Phone
Email
United StatesNew York
May 20, 2024
S. R.
Executive Assistant / Administrative Manager
Mobile Phone
Email
United StatesNew Jersey
Nov 04, 2025
K. R.
Manager, Reporting And Client Service
Mobile Phone
Email
United StatesNew York
Nov 04, 2025
P. G.
Office Manager, Client Services
Mobile Phone
Email
United StatesNew York
Aug 10, 2025

Frequently Asked Questions

What is Circle Wealth Management, LLC known for?

Circle Wealth Management, LLC was founded in 2007 operates in the Investment Management industry. The company's main headquarters is located in 47 Maple Street, Suite 201. Explore Circle Wealth Management, LLC's company overview page for more information.

What is Circle Wealth Management, LLC's most common email format?

Circle Wealth Management, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Circle Wealth Management, LLC email formats with LeadIQ.

How many employees does Circle Wealth Management, LLC have currently?

Circle Wealth Management, LLC has approximately 22 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Circle Wealth Management, LLC's key employees and leadership?

As of December 2025, Circle Wealth Management, LLC's key employees include:

Chief Of Staff: M. S.
Chief Of Staff: M. S.
Partner: D. F.
Managing Partner: M. L. C.
Partner: J. C.

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