Cheryl Rose, CFA , CFP®

Partner & Wealth Advisor

Utilizing 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.   

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

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 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.