![Theodore Cambilis](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Theodore Cambilis
Director/Board Member at Circle Wealth Management LLC
Active connections
Name | Gender | Age | Linked companies | Collaboration |
---|---|---|---|---|
Maria Lourdes Kattan-Chrin | F | - |
Circle Wealth Management LLC
![]() Circle Wealth Management LLC Investment ManagersFinance Circle Wealth Management LLC (CWM) is a SEC-registered investment advisor headquartered in Summit, New Jersey. The firm was founded by Maria Kattan-Chrin in 2006 and is a subsidiary of MLKS LLC. CWM provides customized wealth advisory and investment management services to a select group of high-net-worth individuals and multi-generational families, their related trusts, foundations, and endowments. | 18 years |
Ann Frances Kaplan | F | - |
Circle Wealth Management LLC
![]() Circle Wealth Management LLC Investment ManagersFinance Circle Wealth Management LLC (CWM) is a SEC-registered investment advisor headquartered in Summit, New Jersey. The firm was founded by Maria Kattan-Chrin in 2006 and is a subsidiary of MLKS LLC. CWM provides customized wealth advisory and investment management services to a select group of high-net-worth individuals and multi-generational families, their related trusts, foundations, and endowments. | 13 years |
John Robert Chrin | M | 61 |
Circle Wealth Management LLC
![]() Circle Wealth Management LLC Investment ManagersFinance Circle Wealth Management LLC (CWM) is a SEC-registered investment advisor headquartered in Summit, New Jersey. The firm was founded by Maria Kattan-Chrin in 2006 and is a subsidiary of MLKS LLC. CWM provides customized wealth advisory and investment management services to a select group of high-net-worth individuals and multi-generational families, their related trusts, foundations, and endowments. | 12 years |
Diane Ashley | F | - |
Rutgers Business School
| 9 years |
Morris Davis | M | 52 |
Rutgers Business School
| 10 years |
Connections Chart
Multi-company connection
Former connections
Name | Gender | Age | Linked companies | Collaboration |
---|---|---|---|---|
Keith Spano | M | - |
Rutgers Business School
| 5 years |
Jane Bayar Algieri | F | - |
Rutgers Business School
| 3 years |
Sagar Shah | M | - |
Rutgers Business School
| 1 years |
Mohammad Tawsif Anabil | M | - |
Rutgers Business School
| 4 years |
Ryan Zinsky | M | - |
Rutgers Business School
| 3 years |
Devesh Ramchandani | M | - |
Rutgers Business School
| 4 years |
Jeremy Sahler | M | - |
Rutgers Business School
| 4 years |
Nicholas Holowko | M | - |
Rutgers Business School
| 4 years |
Bhavana Sreeram | F | - |
Rutgers Business School
| 4 years |
Eric Kozlowski | M | - |
Rutgers Business School
| 4 years |
Douglas Bottrell | M | - |
Rutgers Business School
| 2 years |
Mark Meena Andraos | M | - |
Rutgers Business School
| 4 years |
Chinmay Kulkarni | M | - |
Rutgers Business School
| 2 years |
Matthew Lee | M | - |
Rutgers Business School
| 4 years |
Connor Siversky | M | - |
Rutgers Business School
| 4 years |
Ashish Mago | M | - |
Rutgers Business School
| 2 years |
Matthew Greenberg | M | - |
Rutgers Business School
| 4 years |
Tom Shaughnessy | M | - |
Rutgers Business School
| 4 years |
Ethan Potasnick | M | - |
Rutgers Business School
| 4 years |
Joanna Gassoso | F | - |
Rutgers Business School
| 13 years |
Matt Fishbein | M | - |
Rutgers Business School
| 2 years |
Xhensila Pisha | F | - |
Rutgers Business School
| 4 years |
Zacary Sherman | M | - |
Rutgers Business School
| 4 years |
Kegeles Gregory | M | - |
Rutgers Business School
| 2 years |
Statistics
Country | Connections | % of total |
---|---|---|
United States | 29 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Theodore Cambilis
- Personal Network