Constellation Wealth Advisors
Constellation Wealth Advisors

Constellation Wealth Advisors Overview

Contact top employees from Constellation Wealth Advisors

Summary

Constellation Wealth Advisors is a private company. The company currently specializes in the Financial Services area. Its headquarters is located at New York, New York, USA. The number of employees ranges from 25 to 100. The annual revenue of Constellation Wealth Advisors varies between 5.0M and 25M. To connect with Constellation Wealth Advisors employee register on SignalHire.

Industries

Financial Services

Headquarters Location

Employees Size

10-50 employees

SIC Code

6199

DMA Code

New York Metropolitan Area

Estimated Annual Revenue

$5.0M - 25M

Operating Status

Independent Company

Contact Constellation Wealth Advisors

Organization Website

Phone Number

1-212-697-2500

Employees Turnover 2 quarter 2025

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Contact top employees from Constellation Wealth Advisors
Sam Needham
Partner & Wealth Advisor
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Joe Bodnar
Portfolio Manager
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James Taylor
Chief Financial Officer
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Kelly Bonnell
Chief Operations Officer
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Garrett Desch
Senior Operations Manager
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Lauren McMillan
Client Service Associate
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Anna Pfaehler
Partner and Wealth Advisor
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Louisa Gehring
Client Service Associate
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Kevin Thomas
Partner & Wealth Advisor
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Nick Reilly
Partner & Wealth Advisor
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Nick Paxson
Wealth Advisor
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Adam Morton
Partner & Wealth Advisor
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Emily Rose
Wealth Advisor
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Brandon Convery
Wealth Advisor
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Brad Rice
Client Service Associate
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Claudia Ross
Client Service Associate
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David Snopkowski
Partner, Head of Investments
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Cheryl Rose
Partner & Wealth Advisor
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Margaret Blackaby
Client Relationship Associate
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Tommy McConville
Client Relationship Associate
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Elise Strickland
Senior Investment Analyst
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Patrick
Founder and Managing Partner
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Julie Kist
Wealth Advisor
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Skye Barry
Partner & Wealth Advisor
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Rohit Rameshkrishna
Portfolio Management Associate
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Maggie Tuley
Senior Client Service Associate
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Alicia Upperman
Office Manager
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Patrick Moran
Financial Advisor
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