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.
Having 18 years of institutional money management experience, Kevin has developed a deep knowledge in investments as a Research Analyst and Portfolio Manager at PPM America, Summit Investment Partners, and most recently at JP Morgan Asset Management. Over the years, he contemplated a career change as a Wealth Advisor in order to have closer relationships with clients. At his core, he is driven by a passion to serve people.
Kevin joined Constellation Wealth Advisors because he believes the firm’s culture, people and processes all lead to serving clients as a true fiduciary. He also believes Constellation has a differentiated and innovative approach to investing and financial planning.
As a proud Cincinnati native, he enjoys spending time with his family; his wife and 3 young kids. On a typical weekend you will find them outside at a park, on a hike, or just playing in the backyard.
Kevin is a CFA charter holder and graduated from Miami University with a BS in Finance and Accounting, as well as an MBA from the University of Cincinnati.
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.
Adam has been helping clients navigate complex financial decisions for over 10 years. As a fiduciary, he prides himself on putting his clients’ best interests first and enjoys building meaningful relationships. Adam earned a Bachelor of Science in Finance from Miami University and an MBA from Xavier University. He also received the CERTIFIED FINANCIAL PLANNER™ marks.
Adam joined Constellation because he truly believes it provides him the best opportunity to serve his clients with proactive, objective advice in a professional, collaborative environment.
Giving back to the community is very important to Adam. He currently sits on the Foundation Board at Lighthouse Youth Services, as well as the Futures Boards of both the Cincinnati Squash Academy and Stepping Stones. He was formerly President of the Miami University Alumni Association, Cincinnati Chapter. Adam was a 2018 recipient of the Cincinnati Business Courier’s ‘Forty Under Forty’, and was also a member of Class 10 of the Cincinnati USA Regional Chamber’s ‘C-Change’. In 2020, Five Star Professional named Adam a Five Star Wealth Manager in Cincinnati Magazine.
Adam is originally from Ashland, Kentucky and now resides in Hyde Park. Away from work, Adam loves spending time with his wife, Lindsey, their young daughter, and their dog. He also enjoys staying active, traveling and playing golf.
Anna’s primary joy in being an Advisor is to help clients navigate complex situations, such as selling a business, transferring assets between generations, or designing a family legacy. Anna aims to provide clarity around the goals wealth can achieve, while encouraging families to envision their wealth as a means for manifesting their values.
Anna measures her success by how comfortable and confident her clients become in understanding all aspects of their personal finances. She utilizes an educational approach to empower families to make informed decisions about their wealth.
Anna joined Constellation to surround herself with experienced professionals who take pride in their craft and support her efforts to continually cultivate her own talents and advance the wealth management industry.
Anna began her career at Palisades Hudson Financial Group where she helped ultra-high net worth families execute sophisticated strategies spanning generations. Most recently, Anna was the Director of Financial Planning for Horan Capital Advisors, providing comprehensive financial planning to business owners and executives. In 2017, Anna received national recognition from the American College as a recipient of the Nextgen Financial Services Professional Award. She graduated with honors from Vassar College and was a General Course student at the London School of Economics.
Anna is actively involved on several boards and committees for Girls on the Run of Greater Cincinnati and Covington Latin School. She also loves adventuring in the woods or on the water with her husband and two young children.
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.
“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 two young children.
Mike is a Business Development Officer at Constellation, and is primarily responsible for recruiting high quality advisors to the firm. Mike also connects potential clients to our Partner-Advisors while focusing on “fit”, as we believe clients need advisors who not only have the right technical skills and credentials, but who also possess personality characteristics which result in a solid client-advisor working relationships.
Mike helped develop and launch Constellation because of his core belief that both clients and advisors can be served better. He is proud to be part of a community of Partner-Advisors who always put their clients first, constantly search for a better way to serve, and have a strong desire to be a part of something bigger than themselves.
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.
Matt embraces the opportunity to assist clients in achieving their financial goals. By working closely with advisors and their clients, Matt helps to develop durable portfolios for clients. He is committed to the firm’s investment philosophy and provides clear explanations for portfolio positioning.
Prior to joining Constellation, Matt was an Investment Associate at a Cincinnati-based registered investment advisor executing a variety of investment research and client service responsibilities. He is a CFA charter holder and graduated from the University of Notre Dame's Mendoza College of Business with a degree in Finance.
Adam joined the firm in 2015. As leader of the investment team, Adam has been an integral part of forming the firm’s investment philosophy across public and private asset classes, portfolio construction and portfolio management. In addition to his management duties, Adam leads internal and external education efforts to better equip clients and partners with the firm’s latest investment views and opinions.
He received his Chartered Financial Analyst designation in 2013 during his four-year tenure at Fifth Third Bank, where he specialized in portfolio management and manager research as well as being a member of the asset allocation and strategy teams. Prior to his time at Fifth Third, Adam worked directly under the CFO for the land development company Great Traditions.
Adam graduated magna cum laude from Miami University’s Farmer School of Business with a degree in finance. He is active within the community and most recently volunteered with the Minority Business Accelerator Fund I. This fund is an initiative of the Cincinnati Chamber of Commerce and aims to provide capital to underserved minority backed businesses in the greater Cincinnati area. He lives in Columbia Tusculum with his wife and two children.
David joined Constellation in 2019. As a member of the investment team, he leads the sourcing, due diligence, and execution of private capital investments. Over his career, he has reviewed thousands of opportunities across the broad spectrum of private opportunities, which include private equity, credit, real asset, venture capital and hedge funds. In addition, David specializes in assisting clients and advisors in formulating private capital budgets to facilitate a customized private portfolio for each client’s needs.
David is active in the Cincinnati community, serving on the Cincinnati Zoo and Botanical Garden’s Ambassador Council and on the investment committee of the University of Cincinnati’s Johnson Investment Counsel Student-Managed Fund.
Prior to his time at the firm, David spent four years in a similar role investing on behalf of the University of Cincinnati’s endowment. Prior to the University of Cincinnati, David spent several years in various roles at hedge funds including Graticule Asset Management Asia, Fortress Investment Group and Tudor Investment Corporation.
David graduated from the University of Connecticut’s School of Business with a degree in financial management.
Patrick is a business partner who serves as Chief Compliance Officer to Constellation. He helps manage and support all legal and compliance efforts and regulatory filings for the firm. Patrick serves as Senior Counsel and leads the Investment Management practice at Calfee, Halter & Griswold LLP. He brings over a decade of legal, compliance, and financial services industry experience across a broad array of subject matters related to registered investment advisers.
Patrick earned his J.D. from the University of Cincinnati College of Law. He received his BA magna cum laude from the University of Notre Dame. Patrick carries both the Series 7 and Series 24 securities licenses, and is licensed to practice law in the State of Ohio, Commonwealth of Kentucky, and in the United States District Court, Southern District of Ohio. Patrick also serves on the board of directors for the National Society of Compliance Professionals.
Emily is a wealth advisor and director of portfolio management. She earned a Bachelor of Arts from Miami University, holds a certificate in financial planning from Xavier Leadership Center and is a CERTIFIED FINANCIAL PLANNER ™ professional.
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.
Margaret joined our firm in the fall of 2019 and is a member of our Platform Team. She will specialize in preparing applications, opening accounts and moving money. For the past fourteen years, Margaret has been a legal assistant most recently with Taft, Stettinius & Hollister. Margaret graduated from Indiana University with a major in Telecommunications and a minor in Criminal Justice.
As the Portfolio Management Associate, Joe works closely with our advisors by assisting with trading and data management. Prior to joining our firm in early 2020, he worked in a variety of client service roles at both Vanguard and Fidelity. Joe graduated from the University of Dayton with a degree in finance.