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. He is also a member of the Investment Committee at Constellation.

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