{"id":344,"date":"2023-04-07T11:57:23","date_gmt":"2023-04-07T15:57:23","guid":{"rendered":"https:\/\/constellation-wealth.com\/?page_id=344"},"modified":"2024-01-22T15:20:28","modified_gmt":"2024-01-22T20:20:28","slug":"our-team","status":"publish","type":"page","link":"https:\/\/constellation-wealth.com\/our-team\/","title":{"rendered":"Our Team"},"content":{"rendered":"\n\n<\/a> Our Team<\/a>\n\t\t

\n\t\t\tYour Team<\/strong><\/em>\n\t\t<\/h1>\n

\n\t\tUncompromising integrity<\/em>. Tailored strategies.<\/em>\n\t<\/h2>\n\t

Purposeful planning for your complex and ever-evolving needs. With such entrepreneurially-minded talent, we’re changing what it means to be a financial advisor.<\/p>\n

\n\t\tLeadership\n\t<\/h4>\n\t\n \"James\n

James W. Taylor, CPA<\/h4>\n

Chief Financial Officer<\/h2>\n<\/a>\n\t\n \"John\n

John Williams, CFA <\/h4>\n

Managing Partner & Co-Founder<\/h2>\n<\/a>\n\t\n \"Kelly\n

Kelly Bonnell<\/h4>\n

Chief Operations Officer<\/h2>\n<\/a>\n\t\n \"Patrick\n

Patrick Hayes<\/h4>\n

Chief Compliance Officer<\/h2>\n<\/a>\n\t\n \"Patrick\n

Patrick Lafley<\/h4>\n

Managing Partner & Co-Founder<\/h2>\n<\/a>\n\t\t\n

\n\t\tWealth Advisors | Cincinnati Team\n\t<\/h4>\n\t\n \"Adam\n

Adam D. Morton, CFP\u00ae<\/h4>\n

Partner & Wealth Advisor<\/h2>\n<\/a>\n\t\n \"Anna\n

Anna K. Pfaehler, CFP\u00ae, AEP<\/h4>\n

Partner & Wealth Advisor<\/h2>\n<\/a>\n\t\n \"Cheryl\n

Cheryl Rose, CFP \u00ae, CFA <\/h4>\n

Partner & Wealth Advisor<\/h2>\n<\/a>\n\t\n \"Donna\n

Donna Sterwerf, CFP\u00ae<\/h4>\n

Partner & Wealth Advisor<\/h2>\n<\/a>\n\t\n \"Emily\n

Emily B. Rose, CFP\u00ae<\/h4>\n

Partner & Wealth Advisor<\/h2>\n<\/a>\n\t\n \"Jonathan\n

J. Jonathan Hayes<\/h4>\n

Founder & President, Constellation Sports Council<\/h2>\n<\/a>\n\t\n \"Jacob\n

Jacob Geglein, CPWA\u00ae<\/h4>\n

Partner & Wealth Advisor<\/h2>\n<\/a>\n\t\n \"Kevin\n

Kevin Aug, CFA<\/h4>\n

Partner & Wealth Advisor<\/h2>\n<\/a>\n\t\n \"Kevin\n

Kevin Thomas, CFP\u00ae<\/h4>\n

Partner & Wealth Advisor<\/h2>\n<\/a>\n\t\n \"Matt\n

Matt Woebkenberg<\/h4>\n

Wealth Advisor<\/h2>\n<\/a>\n\t\n \"Nicholas\n

Nicholas C. Reilly<\/h4>\n

Partner & Wealth Advisor<\/h2>\n<\/a>\n\t\t\n

\n\t\tWealth Advisors | Nashville Team\n\t<\/h4>\n\t\n \"Brad\n

Brad Bowlin<\/h4>\n

Nashville Market President, Partner & Wealth Advisor<\/h2>\n<\/a>\n\t\n \"Sam\n

Sam Needham<\/h4>\n

Partner & Wealth Advisor <\/h2>\n<\/a>\n\t\t\n

\n\t\tClient Service & Support\n\t<\/h4>\n\t\n \"Christine\n

Christine Labby<\/h4>\n

Client Relationship Associate<\/h2>\n<\/a>\n\t\n \"Lauren\n

Lauren McMillan<\/h4>\n

Client Service Associate <\/h2>\n<\/a>\n\t\n \"Maggie\n

Maggie Hamad<\/h4>\n

Client Service Associate<\/h2>\n<\/a>\n\t\n \"Margaret\n

Margaret Blackaby<\/h4>\n

Client Relationship Associate<\/h2>\n<\/a>\n\t\n \"Nick\n

Nick Paxson, CFP\u00ae <\/h4>\n

Senior Client Relationship Associate<\/h2>\n<\/a>\n\t\n \"Reed\n

Reed Davis<\/h4>\n

Client Relationship Associate<\/h2>\n<\/a>\n\t\n \"Tim\n

Tim Hightower<\/h4>\n

Client Relationship Associate<\/h2>\n<\/a>\n\t\t\n

\n\t\tInvestments\n\t<\/h4>\n\t\n \"David\n

David Snopkowski<\/h4>\n

Head of Private Capital<\/h2>\n<\/a>\n\t\n \"Elise\n

Elise Strickland<\/h4>\n

Private Capital Investment Analyst<\/h2>\n<\/a>\n\t\n \"Ethan\n

Ethan Wilson<\/h4>\n

Trading Operations Specialist<\/h2>\n<\/a>\n\t\n \"Garrett\n

Garrett Desch<\/h4>\n

Private Capital Operations Manager <\/h2>\n<\/a>\n\t\n \"Joe\n

Joe Bodnar<\/h4>\n

Portfolio Manager<\/h2>\n<\/a>\n\t\n \"Skye\n

Skye Barry, CFA, CFP\u00ae<\/h4>\n

Director of Public Markets<\/h2>\n<\/a>\n\t\t\n

\n\t\tFinance & Administration\n\t<\/h4>\n\t\n \"Alicia\n

Alicia Upperman<\/h4>\n

Office Manager<\/h2>\n<\/a>\n\t\n \"Jamie\n

Jamie M. Bierman SHRM-SCP<\/h4>\n

Director of Human Resources Services<\/h2>\n<\/a>\n\t\n \"Steven\n

Steven Lameier, CPA<\/h4>\n

Controller<\/h2>\n<\/a>\n\t\t\n

\n\t\tConstellation Sports Council\n\t<\/h4>\n\t\n \"Barry\n

Barry Larkin<\/h4>\n

Principal & Co-Founder<\/h2>\n<\/a>\n\t\n \"David\n

David West<\/h4>\n

Principal & Co-Founder<\/h2>\n<\/a>\n\t\n \"Jamie\n

Jamie Carroll<\/h4>\n

Principal & Co-Founder<\/h2>\n<\/a>\n\t\n \"Ray\n

Ray Allen<\/h4>\n

Principal & Co-Founder<\/h2>\n<\/a>\n\t\t\n","protected":false},"excerpt":{"rendered":"

Our Team Your Team Uncompromising integrity. Tailored strategies. Purposeful planning for your complex and ever-evolving needs. With such entrepreneurially-minded talent, we’re changing what it means to be a financial advisor. Leadership James W. Taylor, CPA Chief Financial Officer John Williams, CFA Managing Partner & Co-Founder Kelly Bonnell Chief Operations Officer Patrick Hayes Chief Compliance Officer…<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"acf":[],"_links":{"self":[{"href":"https:\/\/constellation-wealth.com\/wp-json\/wp\/v2\/pages\/344"}],"collection":[{"href":"https:\/\/constellation-wealth.com\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/constellation-wealth.com\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/constellation-wealth.com\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/constellation-wealth.com\/wp-json\/wp\/v2\/comments?post=344"}],"version-history":[{"count":19,"href":"https:\/\/constellation-wealth.com\/wp-json\/wp\/v2\/pages\/344\/revisions"}],"predecessor-version":[{"id":1352,"href":"https:\/\/constellation-wealth.com\/wp-json\/wp\/v2\/pages\/344\/revisions\/1352"}],"wp:attachment":[{"href":"https:\/\/constellation-wealth.com\/wp-json\/wp\/v2\/media?parent=344"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}