Sam Needham
Nashville Market President, Partner & Wealth Advisor
As a founding member of Constellation’s Nashville office, Sam is proud to lead the firm’s strategic expansion into Middle Tennessee. In addition to his leadership role, he remains deeply committed to his core passion: serving as a trusted advisor to some of the region’s most affluent families.
Sam joined Constellation in 2023, bringing a decade of experience from Goldman Sachs and J.P. Morgan. At J.P. Morgan, he served as a Private Banker, providing comprehensive guidance to high-net-worth clients across trust and estate planning, public and private investments, tailored lending solutions, and banking services. Prior to that, at Goldman Sachs, Sam worked within the Private Wealth Management division, managing portfolios for two of the Southeast’s fastest-growing advisory teams.
He holds a Bachelor of Science in Commerce and Business from the University of Alabama.
Why Constellation
Sam chose to join Constellation based on a core belief: families of significant wealth deserve an advisor who is fully aligned with their best interests. He was drawn to the firm’s unwavering commitment to prioritizing the clients it serves, rather than pursuing those it does not. Sam firmly believes that when clients are provided with a truly exceptional wealth management experience, growth follows naturally.
What Drives Sam
Sam is actively engaged in the Nashville community, serving as Treasurer of the Martha O’Bryan Center, a nonprofit dedicated to empowering individuals and families in need. He and his wife, Ginny, are proud parents to their young son, Charlie, and are active members of the Christ Presbyterian Church community.
Outside of work, Sam finds great joy in spending quality time with family — particularly on the shores of Lake Michigan, the South Carolina Lowcountry, and Mobile Bay. In the Fall, it’s been noted his mood has a strong correlation to the success of the Alabama Crimson Tide football team.