Constellation Wealth Advisors
Joe Bodnar is an experienced financial professional currently serving as a Portfolio Manager and previously as a Portfolio Management Associate at Constellation Wealth Advisors since March 2020. Prior to this role, Joe worked as an Investment Consultant at Fidelity Investments from January 2019 to March 2020. Joe's experience also includes positions at Vanguard as a Retirement Sales Specialist and Brokerage Investment Professional from October 2016 to January 2019, as well as an internship at the Cincinnati Reds Hall of Fame & Museum in 2015. Joe holds a degree from the University of Dayton, completing studies there from 2012 to 2016.
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.