Vice President at Circle Wealth Management - Summit, NJ, US
Executive Assistant
Contact Sarah Roytman
Office Manager, Client Services
Contact Paula Goldberg
partner
Contact John Chrin
Financial/Operations Analyst
Contact William Smith
Financial Analyst
Contact Annika Ellenbogen
Managing Director
Contact Daniel Flath
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.