AeroLeads people directory · profile
Sam Needham Email & Phone Number
Partner and Wealth Advisor
at
Constellation Wealth Advisors
2 work emails found
@jpmorgan.com
1 phone found area 212
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 86%
Current company
Role
Partner and Wealth Advisor
Location
Nashville, Tennessee, United States
Company size
Who is Sam Needham? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Sam Needham is listed as Partner and Wealth Advisor at Constellation Wealth Advisors, a with 31 employees, based in Nashville, Tennessee, United States. AeroLeads shows a work email signal at jpmorgan.com, phone signal with area code 212, and a matched LinkedIn profile for Sam Needham.
Sam Needham previously worked as Partner & Wealth Advisor at Constellation Wealth Advisors and Vice President, Private Bank at J.P. Morgan. Sam Needham holds Bachelor’S Degree, Commerce And Business Administration from University Of Alabama.
Company email context
Email format at Constellation Wealth Advisors
This section adds company-level context without repeating Sam Needham's masked contact details.
sneedham@jpmorgan.com
79% confidence
AeroLeads found 2 current-domain work email signals for Sam Needham. Compare company email patterns before reaching out.
Profile bio
About Sam Needham
We offer the capabilities, advice and service that has historically only been provided to families with their own single-family offices. We offer a dedicated experience to a select set of clients – clients with complex financial needs who aren’t being adequately served by traditional advisory institutions.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.
Current workplace
Sam Needham's current company
Company context helps verify the profile and gives searchers a useful next step.
Constellation Wealth Advisors
6 roles
Sam Needham work experience
A career timeline built from the work history available for this profile.
Partner & Wealth Advisor
Current
Apr 2023 - Present
Vice President, Private Bank
Jan 2021 - Mar 2023
Associate, Private Bank
Jul 2019 - Jan 2021
Associate, Private Wealth Management
May 2016 - Jul 2019
Analyst, Operations
Jul 2013 - May 2016
Team & coworkers
Colleagues at Constellation Wealth Advisors
Other employees you can reach at constellation-wealth.com. View company contacts for 31 employees →
JG
Jacob Geglein, Cpwa®
Colleague at Constellation Wealth AdvisorsCincinnati Metropolitan Area, United States
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JB
Joe Bodnar, Cima®
Colleague at Constellation Wealth AdvisorsCincinnati, Ohio, United States
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DS
Donna S. Sterwerf, Cfp®
Colleague at Constellation Wealth AdvisorsCincinnati Metropolitan Area, United States
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NP
Nick Paxson, Cfp®
Colleague at Constellation Wealth AdvisorsCincinnati, Ohio, United States
View →
RR
Rohit Rameshkrishna
Colleague at Constellation Wealth AdvisorsCincinnati, Ohio, United States
View →
CR
Cheryl Rose, Cfp®, Cfa
Colleague at Constellation Wealth AdvisorsCincinnati, Ohio, United States
View →
KT
Kevin Thomas, Cfp®
Colleague at Constellation Wealth AdvisorsCincinnati, Ohio, United States
View →
MW
Matthew Woebkenberg, Cfa
Colleague at Constellation Wealth AdvisorsCincinnati, Ohio, United States
View →
HK
Hannah Kimbrough, Ctfa
Colleague at Constellation Wealth AdvisorsNashville, Tennessee, United States
View →
GD
Garrett Desch
Colleague at Constellation Wealth AdvisorsCincinnati, Ohio, United States
View →
Jacob Geglein, Cpwa®
Colleague at Constellation Wealth AdvisorsCincinnati Metropolitan Area, United States
View →
JB
Joe Bodnar, Cima®
Colleague at Constellation Wealth AdvisorsCincinnati, Ohio, United States
View →
DS
Donna S. Sterwerf, Cfp®
Colleague at Constellation Wealth AdvisorsCincinnati Metropolitan Area, United States
View →
NP
Nick Paxson, Cfp®
Colleague at Constellation Wealth AdvisorsCincinnati, Ohio, United States
View →
RR
Rohit Rameshkrishna
Colleague at Constellation Wealth AdvisorsCincinnati, Ohio, United States
View →
CR
Cheryl Rose, Cfp®, Cfa
Colleague at Constellation Wealth AdvisorsCincinnati, Ohio, United States
View →
KT
Kevin Thomas, Cfp®
Colleague at Constellation Wealth AdvisorsCincinnati, Ohio, United States
View →
MW
Matthew Woebkenberg, Cfa
Colleague at Constellation Wealth AdvisorsCincinnati, Ohio, United States
View →
HK
Hannah Kimbrough, Ctfa
Colleague at Constellation Wealth AdvisorsNashville, Tennessee, United States
View →
GD
Garrett Desch
Colleague at Constellation Wealth AdvisorsCincinnati, Ohio, United States
View →
1 education record
Sam Needham education
FAQ
Frequently asked questions about Sam Needham
Quick answers generated from the profile data available on this page.
What company does Sam Needham work for?
Sam Needham works for Constellation Wealth Advisors.
What is Sam Needham's role at Constellation Wealth Advisors?
Sam Needham is listed as Partner and Wealth Advisor at Constellation Wealth Advisors.
What is Sam Needham's email address?
AeroLeads has found 2 work email signals at @jpmorgan.com for Sam Needham at Constellation Wealth Advisors.
What is Sam Needham's phone number?
AeroLeads has found 1 phone signal(s) with area code 212 for Sam Needham at Constellation Wealth Advisors.
Where is Sam Needham based?
Sam Needham is based in Nashville, Tennessee, United States while working with Constellation Wealth Advisors.
What companies has Sam Needham worked for?
Sam Needham has worked for Constellation Wealth Advisors, J.P. Morgan, and Goldman Sachs.
Who are Sam Needham's colleagues at Constellation Wealth Advisors?
Sam Needham's colleagues at Constellation Wealth Advisors include Jacob Geglein, Cpwa®, Joe Bodnar, Cima®, Donna S. Sterwerf, Cfp®, Nick Paxson, Cfp®, and Rohit Rameshkrishna.
How can I contact Sam Needham?
You can use AeroLeads to view verified contact signals for Sam Needham at Constellation Wealth Advisors, including work email, phone, and LinkedIn data when available.
What schools did Sam Needham attend?
Sam Needham holds Bachelor’S Degree, Commerce And Business Administration from University Of Alabama.
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