Kevin Aug, CFA
Constellation Wealth Advisors
255 East Fifth Street, Suite 3000
Cincinnati, OH  45202
aug@constellation-wealth.com
513-979-0512

Kevin Aug, CFA 

Partner and Wealth Advisor 

Kevin prides himself in taking a client-first approach.  By prioritizing his clients’ financial success, he can tailor advice to address their complex and evolving needs.

Before Constellation, Kevin spent his career in institutional investing in research and portfolio management roles at leading investment firms including J.P. Morgan Asset Management, Ameritas Investment Partners, and Calvert Investments.

Kevin earned an MBA from the University of Cincinnati and a Bachelor of Science in finance and accounting from Miami University.

Why Constellation
Kevin was attracted to Constellation’s independence and continuous pursuit to provide best-in-class wealth management advice and services.  He is a true student and teacher, recognized for his commitment to customized client service and his passion for serving families.  

What Drives Kevin 
Kevin resides in Cincinnati, Ohio with his wife and three energetic children.  On the weekends, he can be found in his backyard or at various parks playing with his kids.  He also enjoys giving back to Elder, his high school alma matter, by serving as member of the Finance and Facilities Committee.

Skye Barry, CFA, CFP ®
Constellation Wealth Advisors
255 East Fifth Street, Suite 3000
Cincinnati, OH  45202
barry@constellation-wealth.com
513-871-5500

Skye Barry, CFA , CFP®

Director of Public Markets

As Constellation’s Director of Public Markets, Skye is responsible for delivering clarity to advisors and their clients on global markets as well as providing them with a consumable investment platform for managing wealth.  

With an extensive background in portfolio management and investment research, most recently with Johnson Investment Counsel, Skye served as a family office wealth advisor and portfolio manager for high-net-worth clients.  She was also a member of the investment team, assisting with the development of the firm’s investment strategy and asset allocation.  Skye is a CFA charterholder and holds the CFP® designation.  She is a member of the CFA Institute and the CFA Society of Cincinnati.

Originally from Cape Town, South Africa, Skye studied at the University of Cape Town where she earned her Bachelor of Business Science degree, majoring in Finance, and graduating with honors.  

Why Constellation
Skye joined Constellation because she was impressed by the firm’s dynamic, forward-thinking, and sophisticated approach to investments.

What Drives Skye 
Skye is a graduate of the 2018 Board Orientation + Leadership Development (BOLD) program, which develops leaders to serve as non-profit board members.  She also graduated from the 2021 class of C-Change, a leadership development program through the Cincinnati USA Regional Chamber of Commerce.   

Jamie M. Bierman SHRM-SCP
Constellation Wealth Advisors
255 East Fifth Street, Suite 3000
Cincinnati, OH  45202
513-609-3427

Jamie M. Bierman SHRM-SCP 

Director of Human Resources Services

As Director of Human Resources Services, Jamie’s work includes providing tools and strategies needed to effectively create a culture where employees and the company thrive.

Jamie has more than 20 years of experience in strategic human resources across various industries including retail and manufacturing. She became a trusted advisor to various leaders and was involved in the strategic direction and organizational plans for these businesses.  Through these experiences, she understands the value of an HR partnership within the company.

Jamie is a graduate of Miami University and holds a bachelor’s degree in human resource management and finance.

Why Constellation
Jamie was drawn to Constellation’s philosophy and commitment to fostering a corporate culture that is both client and employee-focused.  

What Drives Jamie 
Jamie resides in Cincinnati, Ohio with her husband and three children.  In her free time, she plays golf and loves cheering on her children in their athletic endeavors including soccer, golf, tennis, and swimming.

Margaret Blackaby
Constellation Wealth Advisors
255 East Fifth Street, Suite 3000
Cincinnati, OH  45202
blackaby@constellation-wealth.com
513-979-0508

Margaret Blackaby

Client Relationship Associate 

At Constellation, Margaret specializes in onboarding new clients and managing their ongoing needs. She has been serving high-profile clients for more than 16 years.  

Prior to Constellation, Margaret was a legal assistant at Taft, Stettinius & Hollister.  While there, she was able to hone her skills with time-sensitive projects and deliverables. 

Margaret graduated with a Bachelor of Arts in Telecommunications and a minor in Criminal Justice from Indiana University.

Why Constellation
After recognizing Constellation’s emphasis on culture and personal and professional growth, Margaret joined the company. She relishes the opportunity to exceed expectations to deliver the level of service clients deserve.

What Drives Margaret 
Animal rescue is close to Margaret’s heart, and you’ll find her actively supporting her favorite rescues, Peaches Bully Rescue and Protect 4 Paws.

Margaret was born and raised in Los Angeles, California, and attended high school and college in Indiana.  She loves dining out and going to the theater with her family and friends.  She is also an avid car enthusiast who attends local auto shows and loves to detail cars.

Joe Bodnar
Constellation Wealth Advisors
255 East Fifth Street, Suite 3000
Cincinnati, OH  45202
bodnar@constellation-wealth.com
513-871-5222

Joe Bodnar 

Portfolio Manager

As a portfolio management associate, Joe works closely with Constellation’s advisors to implement and manage client portfolios. 

Previously, Joe held a variety of financial client service roles at both Vanguard and Fidelity Investments. 

He graduated from the University of Dayton with a Bachelor of Science in finance.

Why Constellation
Joe joined Constellation because he desired to be part of a collaborative company that also has a true passion for wealth management.

What Drives Joe 
Joe and his wife are longtime Cincinnati, Ohio residents.  They are avid sports fans and enjoy cheering on the Bengals, Reds, and White Sox.  Joe loves to play golf and has a newfound interest in pickleball.

Kelly Bonnell
Constellation Wealth Advisors
255 East Fifth Street, Suite 3000
Cincinnati, OH  45202
bonnell@constellation-wealth.com
513-871-5500

Kelly Bonnell 

Chief Operations Officer

As Constellation’s Chief Operations Officer, Kelly brings an expertise in process and strategic planning from a career dedicated to managing the organizational operations of scaling companies.

She was instrumental in the success of her family's business, BGR, Inc. where she led the company's strategic planning and growth efforts in her position as COO.  In this role, she focused on integrating the major functions of the business to execute annual strategic plans and achieve the company’s financial goals.

Kelly was a member of C-Change, Class 8, and WeLead, Class 11.  Currently, she sits on several boards of advisors for notable and growing companies in the Greater Cincinnati Region.  She was named one of Cincinnati’s Forty Under 40 by the Business Courier and winner of the 2018 Larry Grypp Rising Leader Award.  

Kelly is a graduate of the University of Dayton and Xavier University’s Williams College of Business. 

Why Constellation

Kelly has a passion for entrepreneurship and joined Constellation because of the people, company culture, and the continual growth of the company. She is dedicated to ensuring Constellation’s clients get the best experience. This means working to stay ahead of industry trends and always looking to make sure the tools and services the company provides are best-in-class.

What Drives Kelly
Kelly serves on several boards including Main Street Ventures, the University of Cincinnati Goering Center for Family & Private Business, and The Cincinnati Zoo & Botanical Garden’s Ambassador Council.

Born and raised in Cincinnati, Ohio, Kelly enjoys living close to her family. On the weekends, you will find Kelly and her husband Todd, trying to keep up with their children and two dogs.

Brad Bowlin
Constellation Wealth Advisors
1431 Perrone Way, Suite 110
Franklin, TN 37069
bowlin@constellation-wealth.com
646-872-1764

Brad Bowlin 

Nashville Market President, Partner and Wealth Advisor 

Brad serves as the Nashville Market President, overseeing the development of this market with his unwavering dedication to the needs of each client.

Before joining Constellation Brad proudly served as a Naval Officer.   Upon entering civilian life, he decided to take his talents to the Finance Industry where he served in a variety of roles at Goldman Sachs, including Chief Operating Office for their wealth management business in the Southeast region.  Most recently, he was the Private Banking Chief for JP Morgan Chase’s Nashville Office. 

Brad is a graduate of the United States Naval Academy with a Bachelor of Science in Economics.

Why Constellation
A firm believer in the strengths of the Registered Investment Advisor model, Brad joined Constellation because the boutique wealth management experience they have built is truly dedicated to putting the clients’ best interests first.  This aligned with his unwavering dedication to his clients as well as his passion, service, and excitement .   Brad also knows the impact that Constellation’s approach to wealth management can bring to the ever-expanding Nashville market and is excited to lead the company in entering a new market

What Drives Brad
Outside of work Brad serves his community by supporting Centerstone, Folds of Honor, and was recently appointed to the Tennessee Performing Arts Center Board of Directors. 

He enjoys spending time with his family and three children and is a youth baseball coach.

Reed Davis
Constellation Wealth Advisors
255 East Fifth Street, Suite 3000
Cincinnati, OH  45202
davis@constellation-wealth.com
513-979-0506

Reed Davis 

Client Relationship Associate

As a client relationship associate, Reed uses his passion for law and finance to deliver unique services for the team’s clients.

Prior to joining Constellation, Reed was a Litigation Associate Attorney at Cummins Law, LLC and Robbins Kelly Patterson & Tucker, LPA. 

Reed graduated from the University of Denison with a Bachelor of Economics and received his Juris Doctor from the University of Dayton School of Law. 

Why Constellation
Reed joined Constellation in 2023 after 2 years in the legal sector. Reed was drawn to Constellation’s unique approach to clients, well-rounded and highly capable team, and infectious confidence. 

What Drives Reed
In his spare time, Reed enjoys spending time with his wife and their English cream golden retriever, Flyer.  They are huge Bengals and Bearcats fans and often attend games.  Reed is also highly competitive and enjoys staying active.

 

Garrett Desch
Constellation Wealth Advisors
255 East Fifth Street, Suite 3000
Cincinnati, OH  45202
garrett@quadrantpcs.com
973-303-5454

Garrett Desch

Private Capital Operations Manager 

In all areas of private capital operations for Constellation, Garrett seeks to drive efficiencies to optimize the client experience. 

Garrett joined Constellation seeking a change from his career in private aircraft management. He graduated from Ohio University in 2012 earning a Bachelor of Science in aviation management.  At Ohio University, he formed a student mentor group within the aviation management program. 

Why Constellation
Leaning on his operational and customer service experiences honed during his tenure in the aviation industry, Garrett has helped build Constellation’s private capital technology wealth management platform.

What Drives Garrett
An enthusiastic volunteer, Garrett is involved with local organizations including the American Cancer Society and Pro Seniors, which helps protect the interests of older adults.

Garrett and his wife live in Cincinnati, Ohio, and enjoy return trips to the east coast to visit family in New Jersey and New Hampshire.  He also spends time cooking, attending concerts, and reading.

Jacob Geglein, CPWA®
Constellation Wealth Advisors
255 East Fifth Street, Suite 3000
Cincinnati, OH  45202
geglein@constellation-wealth.com
513-979-0502 direct
513-235-0571 mobile

Jacob Geglein, CPWA®

Partner and Wealth Advisor 

As a wealth management advisor, Jake is driven to serve others and to deeply understand his clients’ goals.  Jake began his investment management career at Merrill Lynch in 2009.  Since joining Constellation, Jake has helped create a disciplined, customized approach and process to wealth management which helps ensure clarity and success.

Jake is a graduate of the University of Cincinnati, where he graduated with a Bachelor of Arts in finance, marketing, and business management.  He continued his studies at Xavier University, earning an MBA with a concentration in finance.  

In 2018, Jake achieved the Certified Private Wealth Advisor® (CPWA®) designation from the Investments and Wealth Institute.

Why Constellation
Motivated by the company’s collaborative culture, Jake joined Constellation as he cherishes the willingness of all his partners and teammates to work with one another to deliver great solutions for clients.  He frequently states:  “when the collective wisdom of my colleagues is combined, we are a very powerful force.”

What Drives Jacob 
Jake focuses much of his personal time supporting the local autism community, and is committed to raising awareness and resources, primarily on behalf of IMPACT Autism.  Coaching youth sports is also a big part of Jake's life.  He values the impact his coaches have had on his life, and now seeks to “pay it forward” by coaching young athletes. 

He loves spending time with his wife and their three sons.  On a typical weekend, you will find them poolside or at a nearby playground.  

Maggie Hamad
Constellation Wealth Advisors
255 East Fifth Street, Suite 3000
Cincinnati, OH  45202
hamad@constellation-wealth.com
513-979-0515

Maggie Hamad

Client Service Associate

As a member of Constellation’s Operations team Maggie utilizes her strong analytical and customer service skills to give each client an exceptional experience. 

Prior to Constellation, Maggie held client support positions at both Medpace and Homestead Title Agency where she coordinated real estate closings. 

Maggie graduated from the University of Cincinnati in 2018 with a Bachelor of Science in Dietetics. 

Why Constellation
Maggie was attracted to Constellation’s company culture and their fiduciary mindset of always putting the client first. 

What Drives Maggie
Maggie is a Cincinnati native and likes spending time with her family.  In her free time, you will find her cooking, trying new restaurants, enjoying the outdoors, and staying active. 

J. Jonathan Hayes
Constellation Wealth Advisors
255 East Fifth Street, Suite 3000
Cincinnati, OH  45202
jon.hayes@constellation-wealth.com
513-871-5500

J. Jonathan Hayes

Founder and President, Constellation Sports Council

Jon is dedicated solely to serving professional athletes and understands the unique financial needs and goals of athletes and the importance of protecting assets during their post-athletic careers.  

With his own long-standing career in both finance and sports, Jon was the Director of Pro Sports at Pegasus Partners/Reinhart Partners and previously was the Senior Vice President of the Professional Sports Division at US Bank.

Jon earned a bachelor’s degree in both economics and management from Earlham College, where he played baseball and football.  He earned his MBA from the University of Notre Dame, graduating magna cum laude, and he frequently returns to his alma mater as a guest lecturer.  

Why Constellation
Jon has always believed that in helping clients to perform well financially, they, in turn, are placed in a position to perform well on the court or field. This aligns well as a fundamental principle of the Constellation Sports Council.

What Drives Jon
He serves on the board of the Cincinnati chapter of Fellowship of Christian Athletes and also leads the Links Fellowship at his local golf club.

Jon, his wife, and three children are active in sports and other activities.  Whether coaching, playing, or cheering, odds are that Jon and his family are engaged in something involving athletics and enjoying it together.   

Patrick Hayes
Constellation Wealth Advisors
255 East Fifth Street, Suite 3000
Cincinnati, OH  45202
hayes@constellation-wealth.com
513-693-4886

Patrick Hayes

Chief Compliance Officer

As Constellation’s Chief Compliance Officer, Patrick oversees the company’s legal and compliance requirements as well as its regulatory filings, including the implementation of Constellation’s compliance program. 

Patrick serves on the board of directors for the National Society of Compliance Professionals, serving as co-chair of its governance committee and a member of its executive and regulatory advisory committees.  He carries both Series 7 and Series 24 securities licenses and is licensed to practice law in the state of Ohio and the Commonwealth of Kentucky.

Patrick is a Magna cum laude graduate from the University of Notre Dame with a Bachelor of Arts in English.  He earned his J.D. from the University of Cincinnati College of Law, where he was inducted into the Order of the Barristers for outstanding ability in appellate advocacy.  He is also the immediate Past President of the University of Cincinnati Law Alumni Association and a graduate of the Class 8 of the Cincinnati USA Regional Chamber's C-Change Leadership Program. 

Why Constellation
Patrick took over the role as Constellation’s Chief Compliance Officer in November 2020 and was drawn to the company’s honest and humble approach in serving their clients. He also serves as a partner, leading the investment management practice at Calfee, Halter & Griswold LLP.  With more than a decade of legal, compliance, and financial services industry experience related to registered investment advisers, Patrick works across all aspects of Constellation to evaluate and mitigate compliance risks.    

What Drives Patrick
Patrick is a recent recipient of the Cincinnati Business Courier's Forty Under 40 Award, which recognizes young professionals in Greater Cincinnati who are crafting successful careers while also giving back to their community.

Patrick, his wife, and two daughters live in Cincinnati, Ohio.  Outside of work, Patrick enjoys hosting his own podcast on securities compliance.  He also enjoys cycling, swimming, traveling, reading, and watching football with family and friends.

Tim Hightower
Constellation Wealth Advisors
255 East Fifth Street, Suite 3000
Cincinnati, OH  45202
hightower@constellation-wealth.com
513-864-3530

Tim Hightower

Client Relationship Associate

As a client relationship associate and a member of the client service team, Tim is passionate about delivering the ideal client experience. 

Prior to joining Constellation, Tim spent 9 years at J.P. Morgan Asset Management, most recently in operations.

Tim attended Indiana University where he studied psychology and economics. 

Why Constellation
Tim joined Constellation as he wanted to be a part of the company’s culture and service-focused philosophy: putting clients first.

What Drives Tim
After seeing his wife volunteer as a nurse in Haiti, Tim now enthusiastically supports the organization Hope for Haiti.

He resides in Northern Kentucky with his wife and daughter.  Tim loves exploring new cities, cooking, and skiing.

Christine Labby
Constellation Wealth Advisors
255 East Fifth Street, Suite 3000
Cincinnati, OH  45202
labby@constellation-wealth.com
513-864-3533

Christine Labby

Client Relationship Associate

Christine is a member of the Client Service team as a Client Relationship Associate. Her passion for both financial and personal growth allows her to provide the best, holistic experience for every client. 

Prior to joining Constellation, Christine worked as an Area Manager for Amazon. While there, Christine took extreme ownership for her operation and excelled at delivering positive results for both her clients and team. 

Christine graduated from Ferris State University in 2021 where she studied Finance and Accountancy. 

Why Constellation
Christine joined Constellation because she was drawn to Constellation’s values, the empowering team mentality, and overall client-centric focus.

What Drives Christine
Christine, a Cincinnati transplant, likes to spend her days exploring the city with her goldendoodle. She enjoys visiting her friends and family in Michigan whenever possible.

Patrick Lafley
Constellation Wealth Advisors
255 East Fifth Street, Suite 3000
Cincinnati, OH  45202
lafley@constellation-wealth.com
513-871-5504

Patrick Lafley

Patrick Lafley is the Managing Partner and Co-founder of Constellation Wealth Advisors. Patrick has three decades of experience in the financial services, banking, telecom, and media industries. His extensive business background, which includes local, national, and international assignments, provides a comprehensive perspective for overseeing a wealth management business as well as a focus on executing on a client-centered approach.  

Patrick holds a Bachelor of Arts in History from Tulane University and an MBA from the Thunderbird School of Global Management.

Patrick is actively involved in the community, serving on various boards including the Christ Hospital, the Cincinnati USA Regional Chamber, and the President’s Advisory Council of Xavier University.  He also serves on the investment committees of the Boys and Girls Clubs of Greater Cincinnati and St. Xavier High School.

Steven Lameier, CPA
Constellation Wealth Advisors
255 East Fifth Street, Suite 3000
Cincinnati, OH  45202
lameier@constellation-wealth.com
770-815-3654

Steven J. Lameier, CPA 

Controller

Steven has a wide range of experiences in accounting, audit, financial reporting, and data analytics that allows him to successfully support Constellation’s finance and administrative operations. 

Steven began his career in the audit practice of a Big Four public accounting firm. Prior to joining Constellation, Steven served as Controller for a PE-sponsored portfolio company in the middle market. He is also a Certified Public Accountant. 

 Steven earned a Bachelor of Business Administration degree in accounting and a Master of Accountancy from the University of Georgia. 

Why Constellation
Steven joined Constellation after being drawn to the company’s collaborative culture and the impact that the team has on the community it serves. 

What Drives Steven
Steven enjoys spending time exploring the city with his wife as they plant their roots in Cincinnati. They are expecting their first child this summer. Steven is also an avid fan of the Georgia Bulldogs and all Cincinnati sports teams.  

Lauren McMillan
Constellation Wealth Advisors
255 East Fifth Street, Suite 3000
Cincinnati, OH  45202
mcmillan@constellation-wealth.com
513-871-0024

Lauren McMillan

Client Service Associate 

Lauren is a Client Service Associate and a member of the operations team. She uses her experience in interacting with high profile individuals to give each client a great experience. 

Before joining Constellation, Lauren spent 12 years working at the Cincinnati Art Museum, where she held various roles, most recently as the Development Database and Stewardship Manager. 

Lauren graduated from Ohio State University. 

Why Constellation
Lauren joined Constellation because she was drawn to their passion for the ideal client experience. 

What Drives Lauren
When Lauren is not working, she enjoys Cincinnati’s vibrant arts community, and traveling to different art and history museums.

Adam D. Morton, CFP®
Constellation Wealth Advisors
255 East Fifth Street, Suite 3000
Cincinnati, OH  45202
morton@constellation-wealth.com
513-979-0513

Adam D. Morton, CFP®

Partner and Wealth Advisor 

Adam’s focus is to help his clients grow, protect, and transfer their assets by providing unbiased, objective advice and acute attention to detail.  Adam values his role as a fiduciary and finds building trusting relationships as the most rewarding aspect of his career. 

His background includes working for a local single-family office and serving as a Wealth Advisor at RiverPoint Capital Management and Fort Washington Investment Advisors.  Along with a Bachelor of Science in finance from Miami University and an MBA from the Williams College of Business at Xavier University, Adam earned his CERTIFIED FINANCIAL PLANNER™ designation in 2014.  In 2018, he was recognized as one of Cincinnati’s ‘Forty Under 40’ by the Cincinnati Business Courier.  

Why Constellation
Adam joined Constellation because of its client-first culture and to be surrounded by a focused team of high-quality specialists, all working together to help their clients live fuller lives.

What Drives Adam
His passion for giving back is shown through his support of local non-profits including Lighthouse Youth Services, Miami University, Stepping Stones, and the Cincinnati Squash Academy.  Outside of the office, Adam enjoys spending time with his family, playing golf, and traveling.

Nick Paxson, CFP® 
Constellation Wealth Advisors
255 East Fifth Street, Suite 3000
Cincinnati, OH  45202
paxson@constellation-wealth.com
513-979-0519 direct
513-349-4636 mobile

Nick Paxson, CFP® 

Senior Client Relationship Associate

Nick Paxson is a member of the Client Service Team as a  Sr. Client Relationship Associate.  His passion for impacting and helping clients meet their goals allows him to provide an exceptional experience for each client.

Before joining Constellation, Nick spent four years working at Ritter Daniher Financial Advisory, an RIA in Cincinnati.  He spent the first three years as an associate and his last year in an advisor role, managing client relationships.

Nick graduated with a Bachelor of Science in Finance and Operations Management in 2018 from the University of Dayton.  In 2020 he received his Executive Certificate in Financial Planning from Xavier University.

Why Constellation
Nick joined Constellation because he was drawn to the firm’s culture and focus on exceptional client service.  

What Drives Nick
Nick supports and Volunteers at the Ronald McDonald House, where his wife works.  He is also in assistant Golf Coach at St. Xavier High School.   In his spare time, he enjoys spending time with family and friends as well as continuing to play golf at a high level.

Anna K. Pfaehler, CFP®, AEP
Constellation Wealth Advisors
255 East Fifth Street, Suite 3000
Cincinnati, OH  45202
pfaehler@constellation-wealth.com
513-979-0511

Anna K. Pfaehler, CFP®, AEP  

Partner and Wealth Advisor 

As a wealth advisor, Anna takes pride in helping clients navigate complex situations, such as selling a business, transferring assets, or shaping a family’s legacy, while holding true to their personal values.  

Her career began at Palisades Hudson Financial Group where she helped ultra-high net worth families execute sophisticated planning strategies to span generations.  She was a contributing author to the first edition of “Looking Ahead: Life, Family, Wealth, and Business after 55.” Most recently, Anna served as the director of financial planning for Horan Capital Advisors, providing comprehensive financial planning to business owners and executives.

Anna graduated from Vassar College with honors and was a General Course student at the London School of Economics. 

Anna holds CERTIFIED FINANCIAL PLANNER™  and Accredited Estate Planner designations.  She has a Business Succession Planning certificate from the American College of Financial Services.  In 2017, Anna received national recognition from the American College as a recipient of the Nextgen Financial Services Professional Award.  In 2020, Covington Latin School honored Anna as a distinguished alumna.

Why Constellation
Anna has a strong belief that who you work with matters. Constellation takes pride in cultivating a team of experts and capabilities that will further advance her clients’ interests.   

What Drives Anna
Anna is actively involved with several boards and committees, including Girls on the Run of Greater Cincinnati and Covington Latin School.  

She enjoys hiking, camping, and canoeing with her husband and two young children.  She is also passionate about running, baking, and yoga.

Nicholas C. Reilly
Constellation Wealth Advisors
255 East Fifth Street, Suite 3000
Cincinnati, OH  45202
reilly@constellation-wealth.com
513-295-4459

Nicholas C. Reilly

Partner and Wealth Advisor 

At Constellation, Nick embraces his role as a trusted advisor and understands what it takes to tackle issues inherent in families with significant wealth.  Whether succession planning, wealth transfer, charitable giving, tax strategy, or investing, a family’s values must be reflected throughout the planning process.

Nick’s decades of diverse financial advisory experience provide a unique perspective for high-net-worth and ultra-high-net-worth families.  Prior to joining Constellation, Nick was co-founder and president of HORAN Capital Advisors, director of alternative investments at Fifth Third Bank’s Private Client Group, and an options trader on the Chicago Board Options Exchange (CBOE).

He is a graduate of Miami University where he earned a bachelor’s degree in business.

Why Constellation
Constellation was the ideal company to complement Nick’s high standards, competitive nature, and duty to serve.  He is passionate about providing a premier client experience which is a key differentiator for Constellation.

What Drives Nick

Nick enjoys serving his community, as he feels he was dealt a lucky hand in life. Promoting the well-being of our youth is Nick’s dedication. He is an emeritus board member at NewPath Child & Family Services (formerly St. Joseph Orphanage) and currently serves on boards and committees for institutions of higher learning: DePaul Cristo Rey High School, St. Ursula Academy, and St. Xavier High School.

Nick and his wife are raising four active children, and he enjoys nothing more than watching his children pursue their passions.  Nick’s other interests include travel, golf, and music. 

Cheryl Rose, CFP®, CFA
Constellation Wealth Advisors
255 East Fifth Street, Suite 3000
Cincinnati, OH  45202
cheryl.rose@constellation-wealth.com
513-871-5500

Cheryl Rose, CFP ®, CFA 

Partner and Wealth Advisor 

With over 30 years of wealth management experience, Cheryl is passionate about serving families and partnering with clients to pave financial pathways that help ensure their financial legacies.    

Cheryl previously held senior leadership roles in investment and wealth management at PNC Bank and Fifth Third Bank.    

Cheryl earned a Bachelor of Arts in investment management from Capital University.  She is also a graduate of the Leadership Cincinnati Class 36, a CFA charterholder and CERTIFIED FINANCIAL PLANNER™ , and a 21/64 Certified Advisor.

Why Constellation
Cheryl joined Constellation because she was drawn to the company’s client-first, collaborative approach to creating sophisticated, wealth management plans—plans that are tailored to each client and designed to help clients fulfill their aspirations.  Helping families discover their values is at the heart of her practice.

What Drives Cheryl
She devotes her free time to board service for institutions including the Cincinnati Preschool Promise, the Cincinnati Art Museum, and the Government Relations Executive Committee for the Cincinnati USA Regional Chamber.

Cheryl and her husband are avid “sport cooks” and they enjoy preparing a feast every Sunday to stay connected 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 businesses.

 

Emily Rose CFP®
Constellation Wealth Advisors
255 East Fifth Street, Suite 3000
Cincinnati, OH  45202
rose@constellation-wealth.com
513-871-6333

Emily B. Rose CFP®

Partner and Wealth Advisor

,Emily joined Constellation in 2011 in client services and operational roles to help build the business while also providing portfolio and financial planning support. 

She holds a Bachelor of Arts from Miami University and a certificate in financial planning from Xavier Leadership Center.  She has also earned the CERTIFIED FINANCIAL PLANNER™ designation.

Why Constellation
Emily is drawn to serving the unique and varying needs of Constellation’s multigenerational client families. 

What Drives Emily
Passionate about social services, animal rescue organizations, and environmental sustainability, Emily serves as a board member at The Ion Center for Violence Prevention.   She also serves on the finance committee and the program committee. Additionally, Emily volunteers at the Cincinnati Recycling & Reuse Hub.

She enjoys exploring Northern Kentucky with her husband Josh and loves Rails-to-Trails, cycling, and reading.

Kyle Rudduck, CFA, CFP ®
Constellation Wealth Advisors
255 East Fifth Street, Suite 3000
Cincinnati, OH  45202
rudduck@constellation-wealth.com
513-702-9366

Kyle Rudduck, CFA, CFP®

Partner and Wealth Advisor 

With more than 15 years of experience in wealth management, including business valuation, Kyle possesses both the extensive knowledge and the perspective to assist clients with their financial and life-planning needs. He likens his role as a wealth advisor to that of a personal CFO.   

Kyle is a graduate of Capital University and holds a bachelor’s degree in economics.  He has also earned the Chartered Financial Analyst and CERTIFIED FINANCIAL PLANNER™ designations.

Why Constellation
With its reputation for customizing financial strategies based on distinct client needs, Kyle knew Constellation was the right company for him.  Kyle spends considerable time with clients getting to know their hopes for the future and focuses on listening and learning about what really matters to his clients. 

What Drives Kyle 
Kyle serves on the boards of Southern State Community College and the Clinton County Joint Recreation District.  He also serves as the treasurer of Clinton County.

Kyle, his wife, and three children love to spend time playing golf, traveling, and cheering on Cincinnati, Ohio’s hometown teams.

David Snopkowski
Constellation Wealth Advisors
255 East Fifth Street, Suite 3000
Cincinnati, OH  45202
david@quadrantpcs.com
513-871-5500

David Snopkowski

Head of Private Capital 

David serves as Constellation’s Head of Private Capital, overseeing the company’s sourcing, due diligence, and execution of private capital investments.  Over his career, David has demonstrated experience with formulating private capital budgets to facilitate customized private portfolios tailored to each client’s need.

His investment career began at various hedge funds including, Graticule Asset Management Asia, Fortress Investment Group, and Tudor Investment Corporation.  More recently, David served on the University of Cincinnati’s Investment Office team, helping manage all aspects of the University’s endowment. 

David is a graduate of the University of Connecticut’s School of Business with a degree in financial management.

Why Constellation
David joined Constellation because of its client-focused mindset and desire to help families reach their aspirational investment goals. This aligned with his passion for identifying high-quality, unique private capital investment opportunities.

What Drives David
Outside of work, David actively serves the community through his involvement with the Cincinnati Zoo and Botanical Garden’s Ambassador Council and the University of Cincinnati’s Johnson Investment Counsel Student-Managed Fund Investment Committee.

David lives with his wife, young daughter, and dog in Cincinnati, Ohio.  He is an avid non-fiction reader and practices the art of tsundoku.

Donna Sterwerf, CFP®
Constellation Wealth Advisors
255 East Fifth Street, Suite 3000
Cincinnati, OH  45202
sterwerf@constellation-wealth.com
513-979-0503

Donna Sterwerf, CFP®

Partner and Wealth Advisor 

As a wealth advisor, Donna understands and serves the needs of high-net-worth individuals and families. She believes that properly overseeing the many facets of legacy portfolios demands personalized attention to help ensure an enduring impact for her clients in the future.

A graduate of the University of Cincinnati, Donna holds a bachelor's degree in business administration with a focus in finance and a concentration in accounting.  She earned the CERTIFIED FINANCIAL PLANNER™ designation, holds a financial planning certificate from the Xavier Leadership Center and previously held the FINRA Series 7 and 66 licenses and the Chartered Divorce Financial Analyst certification.

Donna graduated from the YWCA Rising Star Leadership Program and the Cincinnati USA Region Chamber WE (Women Excel) Lead Class 13. 

Why Constellation
With an extensive background in managing operations and client service, Donna joined Constellation to be part of its client-first approach to managing wealth.   Donna strongly believes that a client-centric ethos provides what families expect when it comes to either preserving or growing their capital. She is dedicated to helping families develop, execute and achieve their wealth objectives, allowing them the freedom to focus on what brings them joy.

What Drives Donna
Lending her financial expertise to local non-profits through service, Donna serves on the financial committees of the YWCA of Greater Cincinnati and volunteers on behalf of the American Heart Association.

Donna, her husband, and her daughter are avid skiers.  They also enjoy exploring the Cincinnati, Ohio local art scene.

Elise Strickland
Constellation Wealth Advisors
255 East Fifth Street, Suite 3000
Cincinnati, OH  45202
elise@quadrantpcs.com
513-833-1328

Elise Strickland

Private Capital Investment Analyst 

Elise has a deep understanding of private capital markets and is passionate about analyzing existing and potential investments.

Prior to joining Constellation, Elise interned at the University of Cincinnati’s Investment Office, where her work on the endowment sparked her initial interest in private capital investing. 

A graduate of the honors program at the University of Cincinnati’s Carl H. Lindner College of Business, she earned her bachelor’s degree in finance. 

Why Constellation
Constellation’s dedication to identifying the most compelling and relevant private investments for its clients was a key motivator for Elise to join the company.

What Drives Elise
Elise was born and raised in Cincinnati and enjoys exploring the city’s vibrant restaurant scene with her friends.  She also treasures family time, which often involves cheering on the Bengals or spending time in the great outdoors. 

James Taylor, CPA
Constellation Wealth Advisors
255 East Fifth Street, Suite 3000
Cincinnati, OH  45202
taylor@constellation-wealth.com
513-979-0505

James W. Taylor, CPA

Chief Financial Officer 

As Chief Financial Officer, James leads Constellation’s finance and administrative operations.  James has over a decade of financial leadership experience focused on the design & implementation of strategic plans and delivering support to client-serving business partners.  

Prior to joining Constellation, James served as controller of a $75 billion AUM investment management business unit of a Fortune 500 life insurance company and held financial roles for PE-sponsored portfolio companies in the middle market.  He is also a Certified Public Accountant.

James earned a Bachelor of Science degree from Murray State University and a Master of Science in accountancy from Wake Forest University. 

Why Constellation
James joined Constellation after being drawn to the company’s entrepreneurial culture and its unique capabilities around investments and highly customized planning. 

What Drives James
James enjoys spending time with his wife and two daughters.  He loves to travel and adventure, particularly running and hiking.

Kevin Thomas, CFP®
Constellation Wealth Advisors
255 East Fifth Street, Suite 3000
Cincinnati, OH  45202
thomas@constellation-wealth.com
513-871-0014 direct
513-675-1427 mobile

Kevin Thomas, CFP®

Partner and Wealth Advisor 

As a wealth advisor, Kevin thoroughly enjoys forming deep connections with his clients to help them strategize, outline, and execute plans to achieve their unique goals. 

Kevin graduated cum laude with a Bachelor of Arts in accounting and international business from the University of Cincinnati’s Carl H. Lindner College of Business. He was a member of the Kolodzik Business Scholars Program at school.   

Kevin is a CERTIFIED FINANCIAL PLANNER™ and a graduate of the C-Change Class of 2016, a leadership development program offered by the Cincinnati USA Regional Chamber.

Why Constellation
Since starting his career at Constellation, Kevin has witnessed and been involved in the extraordinary dedication Constellation brings its clients at every level of the company.

What Drives Kevin 
Outside of work, Kevin enjoys spending time with his wife and two children, cheering for the University of Cincinnati Bearcats, and playing golf (although much improvement is needed).

Alicia Upperman
Constellation Wealth Advisors
255 East Fifth Street, Suite 3000
Cincinnati, OH  45202
upperman@constellation-wealth.com
513-979-0507

Alicia Upperman

Office Manager

As Office Manager, Alicia is responsible for managing Constellation’s administrative operations and ensuring that both clients and team members enjoy an exceptional experience. 

Prior to joining the company, Alicia spent 15 years in the hospitality industry.  Most recently, Alicia was the event manager for Via Management Restaurant Group, where she has spent six years creating memorable dining experiences for her clients.  

She attended the University of Cincinnati. 

Why Constellation
Alicia was drawn to the company’s culture and emphasis on giving clients a unique and customized experience. She is passionate about developing long-lasting relationships and experiences for her clients.

What Drives Alicia
Born and raised in a small suburb of Cleveland, Ohio, Alicia is an avid Cleveland sports fan.  In her free time, she enjoys spending time with her friends and family, being active, and traveling. 

John Williams, CFA
Constellation Wealth Advisors
255 East Fifth Street, Suite 3000
Cincinnati, OH  45202
williams@constellation-wealth.com
513-871-5506 direct
513-503-4981 mobile

John Williams, CFA 

Managing Partner & Co-Founder 

John is grateful for the privilege of not only working with his client's families but also leading the company’s advisory team.  As the consummate player-coach, John is a deep thinker and consistently seeks to add value to the company’s clients through advisors. Building on a foundation he developed in the asset management, trust, and banking sectors, he encourages a prudent, fiduciary-based approach while simultaneously ensuring clarity and simplicity for Constellation’s clients. 

John has worked in the wealth management industry since 1995.  He acquired deep expertise from portfolio management and advisory positions held previously at Sanford Bernstein, PNC Bank, and Fifth Third Bank.

John is cum laude graduate of Vanderbilt University.  He earned the Chartered Financial Analyst (CFA) designation in 2009.

Why Constellation
John co-founded Constellation with the premise that the community needed a comprehensive wealth management solution focused on achieving client goals through an extensive understanding of a client’s entire balance sheet.  He also recognized the need to offer an unparalleled level of service, capabilities, and advice to all of Constellation’s clients.

What Drives John
Actively involved in his community, John is Treasurer of the United Way of Greater Cincinnati Foundation Board and President of the Cincinnati Tennis Club Board of Trustees.

John and his wife are extremely enthusiastic and involved in athletics. Their two sons are Division I collegiate athletes.

Ethan Wilson
Constellation Wealth Advisors
255 East Fifth Street, Suite 3000
Cincinnati, OH  45202
aug@constellation-wealth.com
513-979-0504

Ethan Wilson

Trading Operations Specialist

As Constellation’s Trading Operations Specialist, Ethan directly supports the advisory team with implementing client portfolios in an accurate and efficient manner.

Before joining Constellation in 2023, Ethan most recently worked as an Investment Sales Analyst with Capstone Companies where he performed  research and valuation modeling for prospective listings and supported the closing process. Prior to Capstone, Ethan worked for Cincinnati Financial as a Surety Bond Underwriter where he mitigated bond default risk exposure by analyzing the principal’s financial history, job performance, reputation, as well as the contractual agreement itself.

Ethan attended the University of Cincinnati and holds a Bachelor of Business Administration in Finance and Business Economics and a  Master’s of Science in Finance.

Why Constellation
Ethan joined Constellation in 2023 to start a career in the wealth management industry.  He was drawn to the collaborative culture, and their passion for the ideal client experience.

What Drives Kevin 
Ethan and his fiancée live in Cincinnati with their four cats. In their spare time, they enjoy motorcycle road trips, hiking, caving, traveling and spending time outdoors.

Matt Woebkenberg, CFA
Constellation Wealth Advisors
255 East Fifth Street, Suite 3000
Cincinnati, OH  45202
woebkenberg@constellation-wealth.com
513-871-5505

Matt Woebkenberg, CFA 

Wealth Advisor

By working closely with advisors and their clients, Matt helps to develop and implement portfolios for clients based upon a strategic wealth allocation framework.  He focuses on providing clarity to clients on an ongoing basis when it comes to proper portfolio positioning and ongoing management.

Matt started in the wealth management industry as an investment associate and is a CFA charterholder. Prior to joining Constellation, he was charged with investment research and various client service responsibilities, which provided a solid foundation for his transition into Constellation’s customer-centric work environment.

He is a graduate of the University of Notre Dame’s Mendoza College of Business where he earned a degree in finance.

Why Constellation
Drawn to Constellation’s team-oriented approach and investment philosophy, Matt embraces the opportunity to assist clients in achieving their financial goals.  

What Drives Matt
Matt enjoys traveling, reading, and watching Notre Dame football.