Constellation Wealth Advisors
Investment Management
255 East Fifth Street
31 employees
- Employees
- 31
- Contacts
- 2
- Emails
- 2
- Phones
- 2
Constellation Wealth Advisors Overview
- Headquarters
- 255 East Fifth Street
- Website
- constellation-wealth.com
- Industry
- Investment Management
- Employees
- 31
- Founded
- 2009
- Company Email
- Available in AeroLeads
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment Activities
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.
Constellation Wealth Advisors Contact Details
- People in AeroLeads
- 3
- With contact data
- 2
- Email contacts
- 2
- 66.7% coverage
- Phone contacts
- 2
- 66.7% coverage
Constellation Wealth Advisors Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Nick Reilly | Partner and Wealth Advisor | Cincinnati, Ohio, United States |
Email
Phone
|
| Kelly Bonnell | Chief Operations Officer | Cincinnati, Ohio, United States |
View
|
| Karen Bayona | Chief of Staff at Cresset | Greenwich, Connecticut, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
7 profiles
Executive
3 profiles
Manager
2 profiles
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 6 | 6 | 2 |
| General | 2 | 2 | 0 |
| Operations | 1 | 1 | 0 |
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