Constellation Wealth Advisors
Kelly Bonnell is currently serving as the Chief Operations Officer at Constellation Wealth Advisors. Prior to this role, Kelly Bonnell held the position of Executive Director at Main Street Ventures, and Chief Operations Officer at BGR. Kelly was also a ERP System Project Manager and Marketing Manager at BGR. Kelly's professional journey includes roles at EyeMed Vision Care and NCR Corporation. Kelly holds an MBA with a Marketing Concentration from Xavier University - Williams College of Business, and a Bachelor of Science in Marketing and International Business from the University of Dayton.
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.