Constellation Wealth Advisors logo

Constellation Wealth Advisors jobs and careers

Cincinnati, United States

About Constellation Wealth Advisors

What We Stand For: Constellation was created to better serve clients by better serving their advisors. We are disrupting the traditional business model and culture of the wealth management industry. We are fiercely committed to striking the optimal balance between professional values and business values by combining: Top-decile, accomplished advisors Diversity of Thought An unwavering commitment to learning and innovation in order to build a solution suite of resources designed to solve for and reduce complexity in the wealth management process A fiduciary-minded, client-centric, servant leadership-based & collaborative culture. The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This profile should not be considered as a solicitation for services.

Employees
11 to 50
Headquarters
Cincinnati

Leadership

The top of Constellation Wealth Advisors's org chart, with how many people report into each leader.

PL

Patrick L.

Founder And Managing Partner

21 reports

KBPhoto of Kelly Bonnell

Kelly Bonnell

Chief Executive Officer

9 reports

DSPhoto of David Snopkowski

David Snopkowski

Partner & Head Of Private Capital

3 reports

SNPhoto of Sam Needham

Sam Needham

Partner & Wealth Advisor

KTPhoto of Kevin Thomas

Kevin Thomas

Partner & Wealth Advisor

APPhoto of Anna K. Pfaehler

Anna K. Pfaehler

Partner and Wealth Advisor

CRPhoto of Cheryl Rose

Cheryl Rose

Partner & Wealth Advisor

SLPhoto of Steven Lameier

Steven Lameier

Controller

NRPhoto of Nick Reilly

Nick Reilly

Partner & Wealth Advisor

Jobs at Constellation Wealth Advisors

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