James W. Taylor

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.