Tommy Mcconville

Client Relationship Associate at Constellation Wealth Advisors

Tommy McConville, CPA, currently serves as a Client Relationship Associate at Constellation Wealth Advisors, a firm focused on enhancing clients' financial lives. Prior to this role, Tommy held positions at Cassady Schiller CPAs & Advisors as a Tax Senior and Tax Associate from August 2020 to December 2023. Earlier experience includes a Finance and Inventory Control Intern position at the Western & Southern Open, where Tommy developed systems for inventory management and billing, and a Merchandising Operations Intern role at the PGA of America during the 99th PGA Championship. Tommy holds a degree in Accounting from Xavier University - Williams College of Business and has attended Saint Louis University - Madrid Campus and Trinity High School.

Location

Cincinnati, United States

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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.


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Employees

11-50

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