Jacob Geglein, Cpwa®
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Jacob Geglein, Cpwa® Email & Phone Number

Senior Wealth Advisor and Managing Director Family Office at MAI Capital Management
Location: Cincinnati Metropolitan Area, United States 3 work roles 2 schools
1 work email found @constellation-wealth.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email g****@constellation-wealth.com
LinkedIn Profile matched
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Current company
MAI Capital Management
Role
Senior Wealth Advisor and Managing Director Family Office
Location
Cincinnati Metropolitan Area, United States
Company size
13 employees

Who is Jacob Geglein, Cpwa®? Overview

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Quick answer

Jacob Geglein, Cpwa® is listed as Senior Wealth Advisor and Managing Director Family Office at MAI Capital Management, a with 13 employees, based in Cincinnati Metropolitan Area, United States. AeroLeads shows a work email signal at constellation-wealth.com and a matched LinkedIn profile for Jacob Geglein, Cpwa®.

Jacob Geglein, Cpwa® previously worked as Partner & Wealth Advisor at Constellation Wealth Advisors and Vice President at Merrill Lynch. Jacob Geglein, Cpwa® holds Master'S Degree, Finance And Financial Management Services from Xavier University - Williams College Of Business.

Company email context

Email format at MAI Capital Management

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*@constellation-wealth.com
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AeroLeads found 1 current-domain work email signal for Jacob Geglein, Cpwa®. Compare company email patterns before reaching out.

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Profile bio

About Jacob Geglein, Cpwa®

I optimize balance sheets using an authentic, purpose based approach.

Listed skills include Leadership, Portfolio Management, Goals Based Wealth Management, Strategic Financial, and 9 others.

Current workplace

Jacob Geglein, Cpwa®'s current company

Company context helps verify the profile and gives searchers a useful next step.

MAI Capital Management
Mai Capital Management
Senior Wealth Advisor and Managing Director Family Office
Cincinnati, OH, US
Website
constellation-wealth.com
Employees
13
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Company profile
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3 roles

Jacob Geglein, Cpwa® work experience

A career timeline built from the work history available for this profile.

Team & coworkers

Colleagues at MAI Capital Management

Other employees you can reach at constellation-wealth.com. View company contacts for 13 employees →

KA Kevin Aug Kevin Aug Colleague at Mai Capital ManagementCincinnati, Ohio, United States View → HK Hannah Kimbrough, Ctfa Hannah Kimbrough, Ctfa Colleague at Mai Capital ManagementNashville, Tennessee, United States View → RR Rohit Rameshkrishna Rohit Rameshkrishna Colleague at Mai Capital ManagementCincinnati, Ohio, United States View → GD Garrett Desch Garrett Desch Colleague at Mai Capital ManagementCincinnati, Ohio, United States View → NP Nick Paxson, Cfp® Nick Paxson, Cfp® Colleague at Mai Capital ManagementCincinnati, Ohio, United States View → MW Matthew Woebkenberg, Cfa Matthew Woebkenberg, Cfa Colleague at Mai Capital ManagementCincinnati, Ohio, United States View → DS Donna S. Sterwerf, Cfp® Donna S. Sterwerf, Cfp® Colleague at Mai Capital ManagementCincinnati Metropolitan Area, United States View → SN Sam Needham Sam Needham Colleague at Mai Capital ManagementNashville, Tennessee, United States View → AU Alicia Upperman Alicia Upperman Colleague at Mai Capital ManagementCincinnati, Ohio, United States View → JB Joe Bodnar, Cima® Joe Bodnar, Cima® Colleague at Mai Capital ManagementCincinnati, Ohio, United States View →
2 education records

Jacob Geglein, Cpwa® education

FAQ

Frequently asked questions about Jacob Geglein, Cpwa®

Quick answers generated from the profile data available on this page.

What company does Jacob Geglein, Cpwa® work for?

Jacob Geglein, Cpwa® works for MAI Capital Management.

What is Jacob Geglein, Cpwa®'s role at MAI Capital Management?

Jacob Geglein, Cpwa® is listed as Senior Wealth Advisor and Managing Director Family Office at MAI Capital Management.

What is Jacob Geglein, Cpwa®'s email address?

AeroLeads has found 1 work email signal at @constellation-wealth.com for Jacob Geglein, Cpwa® at MAI Capital Management.

Where is Jacob Geglein, Cpwa® based?

Jacob Geglein, Cpwa® is based in Cincinnati Metropolitan Area, United States while working with MAI Capital Management.

What companies has Jacob Geglein, Cpwa® worked for?

Jacob Geglein, Cpwa® has worked for Mai Capital Management, Constellation Wealth Advisors, and Merrill Lynch.

Who are Jacob Geglein, Cpwa®'s colleagues at MAI Capital Management?

Jacob Geglein, Cpwa®'s colleagues at MAI Capital Management include Kevin Aug, Hannah Kimbrough, Ctfa, Rohit Rameshkrishna, Garrett Desch, and Nick Paxson, Cfp®.

How can I contact Jacob Geglein, Cpwa®?

You can use AeroLeads to view verified contact signals for Jacob Geglein, Cpwa® at MAI Capital Management, including work email, phone, and LinkedIn data when available.

What schools did Jacob Geglein, Cpwa® attend?

Jacob Geglein, Cpwa® holds Master'S Degree, Finance And Financial Management Services from Xavier University - Williams College Of Business.

What skills is Jacob Geglein, Cpwa® known for?

Jacob Geglein, Cpwa® is listed with skills including Leadership, Portfolio Management, Goals Based Wealth Management, Strategic Financial, Services, Asset Allocation, Financial Analysis, and Investment Advisory.

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