Trading Operations Specialist
As Constellation’s trading operations specialist, Ethan directly supports the advisory team by implementing client portfolios accurately and efficiently.
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.
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.
Ethan joined Constellation in 2023 to begin his career in the wealth management industry at a place where he could be a part of offering 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.
Constellation Wealth Advisors
255 East Fifth Street, Suite 3000
Cincinnati, OH 45202