Ann Kaplan

摘要

Ann Kaplan approaches financial planning the way many people deal with physical fitness-as a regimen that's often most successful when shared with others. A former partner at Goldman Sachs, she left Wall Street 10 years ago to manage her own investments. She knew a lot about municipal bonds, but didn't know how to organize her entire portfolio. So she formed Circle Financial Group, a wealth management membership organization, with 11 other women to analyze the markets and pool advice. Kaplan is also a partner at Circle Wealth Management, a New York investment advisory firm.