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.
Patrick L.
Founder And Managing Partner
21 reports
Kelly Bonnell
Chief Executive Officer
9 reports
David Snopkowski
Partner & Head Of Private Capital
3 reports
Sam Needham
Partner & Wealth Advisor
Kevin Thomas
Partner & Wealth Advisor
Anna K. Pfaehler
Partner and Wealth Advisor
Cheryl Rose
Partner & Wealth Advisor
Steven Lameier
Controller
Nick Reilly
Partner & Wealth Advisor
Jobs at Constellation Wealth Advisors
No open positions right now. Explore more companies on TheJobsMap.