John Chrin

Chief Investment Officer at

Circle Wealth Management LLC

63 year

Finance

Consumer Services

Profile

John Robert Chrin is currently Partner & Chief Investment Officer at Circle Wealth Management LLC since 2025 and Vice President at Financial Institutions Group, Inc. Former positions include Independent Director at Astoria Financial Corp., Managing Director at JPMorgan Chase & Co. from 2004 to 2009, Director at Astoria Bank, Senior Advisor at The Century Private Equity Group, and Advisor at Pulse Platform UK Ltd. Education includes an undergraduate degree from Lehigh University in 1985 and an MBA from Columbia Business School in 1988.

John Chrin active positions

Companies	Position	Start
Circle Wealth Management LLC Circle Wealth Management LLC Investment ManagersFinance CWM seeks to empower their clients to achieve their financial goals through a collaborative process that emphasizes and respects their values and priorities.	Chief Investment Officer	01/01/2025
Financial Institutions Group, Inc. Financial Institutions Group, Inc. Investment ManagersFinance Provides investment banking and investment advisory services	Corporate Officer/Principal	-

All active positions of John Chrin

Former positions of John Chrin

Companies	Position	End
JPMORGAN CHASE & CO.	Corporate Officer/Principal	-
Merrill Lynch & Co., Inc. /Old/ Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services	Corporate Officer/Principal	-
Pulse Platform UK Ltd. Pulse Platform UK Ltd. Finance/Rental/LeasingFinance Provides alternate credit scoring algorithm services for consumers.	Consultant / Advisor	-
The Century Private Equity Group The Century Private Equity Group Investment ManagersFinance Century Private Equity invests in lower middle market companies located in the United States with an enterprise value less than USD 300 million. The firm targets companies operating in the fields of insurance services, health & benefits, banking & lending and asset & wealth management sectors. It provides financing for buyout and growth stage capital requirements with an investment size of USD 5 to 100 million. It also acquires majority and minority interest.	Consultant / Advisor	-
Astoria Bank Astoria Bank Savings BanksFinance Operates as a federal savings bank	Director/Board Member	-

See the detail of John Chrin's experience

Training of John Chrin

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of John Chrin's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	10
Astoria Financial Corp. Astoria Financial Corp. Savings BanksFinance Provides financial and investment services	Finance
Merrill Lynch & Co., Inc. /Old/ Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services	Finance
JPMorgan Chase & Co. JPMorgan Chase & Co. Major BanksFinance Provides banking, asset management, investment banking, credit card and mortgage services	Finance
Lehigh University Lehigh University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
The Century Private Equity Group The Century Private Equity Group Investment ManagersFinance Century Private Equity invests in lower middle market companies located in the United States with an enterprise value less than USD 300 million. The firm targets companies operating in the fields of insurance services, health & benefits, banking & lending and asset & wealth management sectors. It provides financing for buyout and growth stage capital requirements with an investment size of USD 5 to 100 million. It also acquires majority and minority interest.	Finance
Astoria Bank Astoria Bank Savings BanksFinance Operates as a federal savings bank	Finance
Circle Wealth Management LLC Circle Wealth Management LLC Investment ManagersFinance CWM seeks to empower their clients to achieve their financial goals through a collaborative process that emphasizes and respects their values and priorities.	Finance
Columbia Business School Columbia Business School Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Financial Institutions Group, Inc. Financial Institutions Group, Inc. Investment ManagersFinance Provides investment banking and investment advisory services	Finance
Pulse Platform UK Ltd. Pulse Platform UK Ltd. Finance/Rental/LeasingFinance Provides alternate credit scoring algorithm services for consumers.	Finance

See company connections