Taylor Petrick is a Series 66 licensed financial advisor with one year of industry experience. He currently works at Circle Wealth Management, LLC, having previously held roles at Morgan Stanley and CareFirst BlueCross BlueShield. His background also includes experience in educational institutions and corporate settings. Circle Wealth Management is an independent, women-owned registered investment adviser serving a select group of high-net-worth individuals and multi-generational families. The firm emphasizes customized wealth advisory and investment management, focusing on coordinating comprehensive planning and employing a broad range of investment strategies.

Hadley Smith is a financial advisor at Circle Wealth Management, LLC in New York, NY, holding a Series 65 designation with one year of industry experience. Prior to joining Circle Wealth Management, he worked at Commonfund OCIO and has a background in education at Trinity College and St. George's School. Circle Wealth Management provides customized wealth advisory, investment management, and family office services to high-net-worth individuals and multi-generational families, typically with around $50 million in investable assets. The firm develops written Investment Policy Statements tailored to each client and offers both discretionary and non-discretionary services, supported by proprietary due diligence and comprehensive reporting.

Adam Cornwall is a Series 65 licensed advisor at Circle Wealth Management, LLC with one year of industry experience. Prior to joining Circle Wealth Management, he held positions at Wells Fargo, Canadian Imperial Bank of Commerce, and Pond Lehocky, LLP. Adam’s background also includes four years at Carnegie Mellon University and prior teaching experience at the high school and middle school levels. Circle Wealth Management is an independent, women-owned registered investment adviser serving high-net-worth individuals and multi-generational families. The firm emphasizes customized wealth advisory, investment management, and family office services, utilizing a detailed client discovery process and a broad range of investment tools to manage approximately $14 billion in assets.

Lindsay Cherashore is a Series 65-licensed financial advisor at Circle Wealth Management, LLC, with eight years of industry experience. She has been with Circle Wealth Management since 2013. Circle Wealth Management provides customized wealth advisory, investment management, and family office services to high-net-worth individuals, multi-generational families, and related entities. The firm focuses on clients with around $50 million in investable assets and emphasizes a tailored investment approach supported by proprietary due diligence and comprehensive portfolio monitoring.

Connor Mullin is a financial advisor at Circle Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at KPMG and Morgan Stanley. Circle Wealth Management is an independent, women-owned registered investment adviser that serves high-net-worth individuals and multi-generational families, focusing on customized wealth advisory and family office services. The firm employs a detailed discovery process to develop investment policies and manages portfolios through a combination of manager selection, direct securities, and discretionary mandates.

Ted Brown is a financial advisor at Circle Wealth Management, LLC in New York, NY, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Connecticut College, Joeb Moore and Partners, Stone Acres Farm, Rocky Point Club, and Greens Farms Academy. Circle Wealth Management provides customized wealth advisory, investment management, and family office services primarily to high-net-worth individuals and multi-generational families. The firm emphasizes tailored investment policy statements, proprietary due diligence, and comprehensive portfolio monitoring across public and private assets.