Constellation Wealth Advisors
James Taylor is the Chief Financial Officer at Constellation Wealth Advisors since August 2021. Prior to this, James held the position of Corporate Controller at DOCS Dermatology and Assistant Vice President and Controller at Western & Southern Financial Group. With a background in audit, transactions, and restructuring at KPMG, James brings a wealth of financial expertise to the wealth management industry. James holds a Bachelor of Science in Business in Accounting from Murray State University and a Master of Science in Accountancy in Transaction Services from Wake Forest University.
Constellation Wealth Advisors
What We Stand For: Constellation was created to better serve clients by better serving their advisors. We are disrupting the traditional business model and culture of the wealth management industry. We are fiercely committed to striking the optimal balance between professional values and business values by combining: Top-decile, accomplished advisors Diversity of Thought An unwavering commitment to learning and innovation in order to build a solution suite of resources designed to solve for and reduce complexity in the wealth management process A fiduciary-minded, client-centric, servant leadership-based & collaborative culture. The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This profile should not be considered as a solicitation for services.