Constellation Wealth Advisors Overview
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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
Number of employees switched from or switched to
Total number all of employee turnover
Ex-employees positions
In Company
In New Company
Contact top employees from
Constellation Wealth Advisors
Sam Needham
Partner & Wealth Advisor
Joe Bodnar
Portfolio Manager
James Taylor
Chief Financial Officer
Kelly Bonnell
Chief Operations Officer
Garrett Desch
Senior Operations Manager
Lauren McMillan
Client Service Associate
Anna Pfaehler
Partner and Wealth Advisor
Matthew Woebkenberg
Wealth Advisor
Louisa Gehring
Client Service Associate
Kevin Thomas
Partner & Wealth Advisor
Nick Reilly
Partner & Wealth Advisor
Nick Paxson
Wealth Advisor
Adam Morton
Partner & Wealth Advisor
Emily Rose
Wealth Advisor
Brandon Convery
Wealth Advisor
Claudia Ross
Client Service Associate
David Snopkowski
Partner, Head of Investments
Cheryl Rose
Partner & Wealth Advisor
Margaret Blackaby
Client Relationship Associate
Tommy McConville
Client Relationship Associate
Elise Strickland
Senior Investment Analyst
Julie Kist
Wealth Advisor
Skye Barry
Partner & Wealth Advisor
Rohit Rameshkrishna
Portfolio Management Associate
Maggie Tuley
Senior Client Service Associate
Alicia Upperman
Office Manager
Patrick Moran
Financial Advisor
Steven Pikowski
CCO/CCO