Matt Woebkenberg, CFA

Wealth Advisor

By working closely with advisors and their clients, Matt helps to develop and implement portfolios based upon a strategic wealth allocation framework. He focuses on providing clarity to clients on an ongoing basis through 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.

Matt Woebkenberg, CFA
Constellation Wealth Advisors
255 East Fifth Street, Suite 3000
Cincinnati, OH 45202