Mike loves serving as a balance sheet advisor to entrepreneurs, business owners and executives. He guides his clients through a collaborative, customized wealth mapping process that begins with helping clients organize and align their various sources of capital with purpose. Mike enjoys developing thoughtful plans for clients transitioning concentrated wealth through some form of liquidity event. By doing so, he strives to unlock and add value for his clients and their families by delivering the clarity, confidence and conviction to pursue their passions.
Mike helped develop the business plan and launch the Constellation brand because he believes that both clients and advisors can be served better. At Constellation, he his proud to be part of a community of Partner-Advisors who always put their clients first, constantly search for a better way to serve clients, and have a strong desire to be a part of something bigger than themselves. His favorite Constellation cultural attribute is selflessness.
Outside of the office, Mike enjoys spending time with his wife and five children, often coaching his kids in sports or spending time with them outdoors. He is also active in the greater Cincinnati community, supporting organizations which serve children through education and sports.
He graduated summa cum laude from Rollins College, with a major in Economics, and received his MBA from The Crummer Graduate School of Business at Rollins College. Mike has also earned a CFA charter.
Jake loves being a wealth management advisor because he has a passion for serving others, and he primarily focuses on working with first-generation wealth creators. Over the years, Jake has seen newly created wealth lead to more complexity for families, and therefore more genuine concerns in the hearts and minds of his clientele. For him the solution is simple: provide clients with clarity, through advice and counsel which alleviates these concerns.
Jake’s favorite aspect of being an Partner-Advisor at Constellation is its focus on culture. Specifically, he cherishes the willingness of all his partners to collaborate with one another to deliver great solutions for clients.
Jake enjoys spending time with his family; his wife Lisa and their three sons. On a typical weekend, you will find them at the pool splashing around with friends or at the park running around the playground. Coaching is also a big part of Jake’s life. Over the years, he has coached multiple youth baseball teams and he looks forward to coaching his own boys in the future. Outside of family time, Jake serves on the Board of Directors for Habitat for Humanity of Greater Cincinnati. He is also a member of the UC Finance Department Advisory Board.
Jake graduated from the University of Cincinnati with a Bachelors of Business Administration in Finance, Marketing and Business Management. Post graduation, he continued his studies at Xavier University where he earned his Masters of Business Administration with a concentration in Finance. In 2018, Jake received the Certified Private Wealth Advisor® (CPWA®) designation from the Investments & Wealth Institute.
Cheryl Rose, CFA, CFP®
“We can’t do much about the length of our lives, but we can do plenty about its width and depth.” Evan Esar
In an industry designed around maximization of choice, Cheryl’s work with clients is focused on maximization of meaning and purpose. Working with business owners and families of significant wealth, Cheryl leverages her passion and experience to focus clients toward building a personal path to their family’s legacy. Her process helps clients understand the context which makes the investment, estate, tax and legacy planning strategies come to life.
Sporting an accomplished career with senior leadership roles in investment and wealth management inside large public companies, Cheryl and her entrepreneurial spirit were ready for a change; one that would provide her with the freedom and flexibility to best serve her clients and ensure their interests come first every single day. Constellation’s platform of sophisticated resources which address the complex, multi-dimensional needs of successful families led to a perfect fit.
As avid “sport-cooks”, you will find Cheryl and her husband Jeff Chapman preparing a feast every Sunday in order to stay connected to and lure their adult children home. They love to golf, travel, and grow businesses – in addition to their primary careers, Cheryl and her husband own and operate two other closely held businesses.
Cheryl’s commitment to making our community stronger shines through her service on the Board of the Cincinnati Preschool Promise, the Cincinnati Art Museum, and the Government Relations Executive Committee for the Cincinnati USA Regional Chamber. A graduate of Leadership Cincinnati Class 36, Cheryl is a CFA Charterholder, Certified Financial Planner ® and a 21/64 Certified Advisor. She earned her B.A. in Investment Management from Capital University.
Whether empowering the community or laying the foundation to help your descendants find their passions—Cheryl is someone you want at the table to maximize outcomes that are relevant to you.
Nearly everyone has questions about some aspect of their personal finances. Some families ask questions like: is there a better way to invest? Are we paying too much in fees? Can changes in our investments reduce our taxes? What risks are hiding in my "blind spot"?
Likening his role as a financial planner to that of a personal CFO, Kyle partners with clients to address their questions and ensure their assets are working as hard as possible for them.
Kyle is a CFA Charterholder and Certified Financial Planner® planning professional with 10+ years’ experience across all areas of financial planning, including: trust & estate, retirement, cash flow budgeting, insurance review, and tax-efficient investment strategies. Kyle also has previous career experience working with clients to value their privately held business ahead of life transition events.
Personally, Kyle is a husband and father of three that enjoys all things sports - especially football, baseball, and golf. Through an appointment by the Governor of Ohio, Kyle serves on the board of trustees for Southern State Community College and chairs its finance committee. Recently, Kyle authored the book “Perfect Approach: A Nine Hole Course to Financial Success Beyond the 9 to 5” which links his shared passions of golf and personal finance.
Kevin witnessed extraordinary value added to client families for several years as a team member at Constellation's sister brand, Quadrant Family Wealth Advisors, and eventually transitioned to Constellation to provide his clients with the same level of advice and service. Kevin serves families with varying financial backgrounds, drawing upon his experience working with high net worth families as the foundation of his practice. The relationship building aspect of the business is one of Kevin’s favorites, as he thoroughly enjoys forming deep connections and helping families outline and execute a plan to achieve their unique goals.
A Cincinnati native, Kevin graduated cum laude from the University of Cincinnati’s Carl H. Lindner College of Business with a BBA in Accounting and International Business and was a member of the Kolodzik Business Scholars program. Kevin holds a Certificate in Financial Planning from the Xavier Leadership Center and is a Certified Financial Planner™ professional. Outside of work, Kevin enjoys traveling, playing golf (although much improvement is needed) and spending time with his wife and young son.
Nick is the oldest sibling of a large and dynamic family and his “curse” is the oldest child syndrome: higher standards, competitive nature, and duty to serve. Nick is a problem-solver who enjoys working with clients with family or business complexity. He embraces the role of trusted advisor and understands that it entails addressing and simplifying all the issues accumulated wealth present, including: expressing family values, succession planning, wealth transfer, charitable giving, tax strategy, and investing.
Nick joined Constellation because he believes it provided him with the best platform to express intellectual honesty. He believes the investment management industry has a tendency to over-complicate matters for self-interest and shareholders. Nick acts with purpose and allocates his time and energy to matters which have the greatest positive client impact.
Nick enjoys nothing more in life than watching his children compete in sports. He and his wife Katie are raising four active children who play a variety of competitive sports, and Nick can frequently be found cheering for his kids on various fields and courts. Nick also loves to serve his community, as he feels he was dealt a lucky hand in life. He currently serves on boards and committees of St. Joseph Orphanage, DePaul Cristo Rey, St. Ursula Academy, St. Xavier High School and Kenwood Country Club.
Nick’s 20+ years of diverse experience in the financial services industry provides a unique value proposition for high net worth and ultra high net worth families. Prior to joining Constellation, Nick was co-founder and President of HORAN Capital Advisors. His earlier experiences include six years as a lead options market maker on the Chicago Board Options Exchange and five years as Director of Alternative Investments within Fifth Third Bank’s Private Client Group. Nick is a proud graduate of Miami University in Oxford, Ohio.
Donna is a wealth advisor and director of advisory services, working closely with clients to meet their financial planning needs, assisting with recommendation and implementing investment strategies.
She earned a Bachelor of Business Administration with a focus in Finance & Concentration in Accounting from the University of Cincinnati. Prior to joining Constellation, she spent 2 years at Oxford Financial Group and 12 years at Merrill Lynch in various Client Relationship roles. In 2016, she earned the Certified Financial Planner™ designation and has held the FINRA Series 7 and 66 licenses. She is passionate around causes such as the YWCA and American Heart Association. Donna, her husband Christopher and their daughter enjoy family ski trips and the arts.
Adam Niestradt is Head of Research oversees the operational effort of running our 4 private capital vehicles. Adam graduated from Miami University with honors and received his Chartered Financial Analyst designation in 2013. Prior to joining our team, Adam worked directly under the CFO for the land development company Great Traditions before moving into the investment industry in 2011 at Fifth Third Bank. In 4 years at Fifth Third Adam was given responsibilities spanning across portfolio management and manager research as well as being member of the asset allocation and strategy teams. Adam has been a part of our team since 2015 and leads our public portfolio construction as well as manager selection. Together with Patrick Rogers, they work with their entire network to source and diligence the complex world of private investments including private equity and debt funds as well as individual private company investments. Adam graduated magna cum laude from Miami University’s Farmer School of Business with a degree in Finance.
Cara is the Chief Administrative Officer, in charge of office operations, vendor management, employee relations, and client hospitality. Cara is a graduate of Miami University and prior to joining our firm, she gained fourteen years of experience providing best-in-class experiences and events for professional services clients at Taft Law Firm.
Sarah is a member of the Constellation client service team. She plays an integral role in the client experience including responsibilities for client onboarding, client account maintenance, trading and reporting. Prior to joining the firm, Sarah gained experience as a logistics associate for Mondelēz International. Sarah graduated from Amherst College with a BA in Economics and Psychology and was a two-time captain of the women’s tennis team.
Patrick Lafley is a Managing Partner and a founding member of the firm. With a broad, multidisciplinary background gained from work experience both here and abroad, he brings a global perspective to client-aligned approach to wealth management. Following the completion of a History degree at Tulane University, he earned his MBA at the Thunderbird School for International Business. Corporate finance, telecom and media positions in Shanghai, New York, Sydney, San Francisco and Cincinnati prepared Patrick for his role as architect of family wealth planning strategies as well as business management. Due to his prior finance and corporate lending experience, he also assists the investment team with private investment due diligence.
John is Managing Partner and a founding member of the firm. A deep thinker, John adds tremendous value to our client relationships by way of investment strategy and complex planning strategy. Building on a foundation he developed in the asset management, trust and banking sectors, he encourages a prudent approach while simultaneously ensuring clarity and simplicity for our clients. John graduated cum laude from Vanderbilt University, and subsequently acquired deep expertise from portfolio management and advisory positions held previously at Sanford Bernstein, PNC Bank, and Fifth Third Bank.
Patrick Rogers is a Managing Partner and the firm's Chief Investment Strategist. In this role he manages the firm’s overall investment policy and asset management strategy. A graduate of the University of Notre Dame and an MBA from Xavier University, Patrick has more than 25 years of experience in the investment field gained at LaSalle Bank in Chicago and Gateway Investment Advisors in Cincinnati. From developing investment strategies to managing concentrated equity positions for high net worth investors, his technical expertise and deep knowledge result in recommending practical, yet prudent solutions for our clients. Prior to joining our firm, Patrick was CEO of Gateway Investment Advisors, which he successfully grew to $11 billion in assets, and sold to Natixis in 2008.