Ann F. Kaplan

  • Smith College, B.A., 1967
  • Columbia, M.S.W., 1972
  • Columbia, M.B.A., 1977

Ann Kaplan is a partner of Circle Wealth Management, an investment advisory firm.  She is also 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.

Ms. Kaplan 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 Board of Overseers of the Columbia University School of Business, 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. in government from Smith College and an M.S.W. and M.B.A. from Columbia University.