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Constellation Wealth Capital
Constellation Wealth Capital provides tailored capital solutions and strategic advisory services to wealth management firms and registered investment advisors. The company invests in well-positioned firms to support their growth, institutionalization, and business management initiatives.
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Constellation Wealth Capital at a glance
Constellation Wealth Capital is a wealth management company. Xcout tracks 16 named people at Constellation Wealth Capital, including Katie St. Onge (Chief Operating Officer & Managing Director, Investor Solutions).
Constellation Wealth Capital leadership
- Katie St. OngeChief Operating Officer & Managing Director, Investor Solutions
- Paul SealyManaging Director, Chief Financial Officer
- Lisa CraffordManaging Director, Head of Advisory
- Seth HealyManaging Director and Head of Business Development
- Greg LawtonPartner & Head of Investor Solutions
- Pat McHughPartner, Head of Investments
10 more named people on record for Constellation Wealth Capital, with roles, board committees and tenure — see the full roster →
Constellation Wealth Capital competitors
A few of Constellation Wealth Capital's closest competitors — see the full list of competitors and alternatives →
Celaya Holdings LLC operates as Celaya Wealth Management, a registered investment and wealth advisory firm. It provides financial planning, wealth management, and individualized investment management services designed to help clients preserve wealth and achieve their long-term financial goals.
Farther is a rapidly growing Registered Investment Advisor (RIA) that combines expert advisors with cutting-edge technology. The company delivers a comprehensive, tailored wealth management experience to its clients.
Thayer Partners, LLC is a boutique wealth management firm that provides financial planning, tax planning, investment management, and estate planning services. The firm serves individuals and families, including high-net-worth clients, to help align their financial resources with personal and life goals.
Sapient Capital, LLC is an independent advisory firm that provides comprehensive wealth management solutions, including strategic investment management, financial planning, and family office services. The firm serves clients aiming to preserve and grow their wealth through a tailored and cohesive financial strategy.
Stonebridge Capital Advisors is an SEC-registered investment advisor that provides customized investment management, wealth management, and institutional advisory services. The firm serves individual clients, nonprofits, insurers, corporations, and advisory partners by developing holistic financial strategies and tailored investment portfolios.
RVA Wealth Management is an independent financial services firm founded in 2018 and headquartered in Richmond, Virginia. The firm specializes in delivering personalized financial strategies, bespoke advisory services, investment solutions, financial planning, and risk management.
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More on Constellation Wealth Capital in Xcout Intel
- 16 named people with titles, LinkedIn and board committees
- The full competitor set, tracking, exports and API access