Ann Kaplan

Senior Lecturer

Finance and Economics

BA, Smith College; MSW, Columbia; MBA, Columbia.

Joined CBS in 2003

Ann Kaplan

Office
310 Uris

Phone
212-854-7903

E-mail
akaplan@circlefinancial.com

Fax
212-854-7900

Teaching and research interest

Ann Kaplan is the chair of Circle Financial Group, a wealth management membership group through which individuals gain access to disciplined best practices in investment execution, tax and estate planning, and philanthropy. Ann is also an adjunct professor of Finance at the Columbia University School of Business. She teaches a course entitled Investment and Wealth Management. Ms. Kaplan was previously a general partner of Goldman, Sachs & Co. and a managing director after the firm became a public company. She was a member of the Fixed Income Division, focusing primarily on public finance, for 23 years. During her last three years at the firm, she was a member of the Asset Management Division focusing on wealth management for women. Ann serves on the Boards of Financial Guaranty Insurance Company and Signature Bank, corporations headquartered in New York City. She also serves on the Boards of the American Red Cross, Smith College, the Museum of Arts & Design, Women's World Banking and the Bond Market Foundation. She is a member of the Committee of 200, the International Women's Forum and the Economic Club of New York. Ms. Kaplan holds a B.A. in government from Smith College and an M.S.W. and M.B.A. from Columbia University.

Courses taught