Constellation Wealth Capital specializes in making tailored investments in industry-leading wealth management firms who want to add to their success and independence.
We are committed to serving as a value-add and solutions-oriented partner to leading wealth management firms while also addressing a significant capital need.


Investment Management

Venture Capital

Constellation Wealth Capital

Constellation Wealth Capital's headquarters in Chicago, United States

Karl Heckenberg

Susan Anderson

Greg Lawton

Katie st. Onge

Pat Mchugh

Morgan McGovern

Lisa Crafford

Morgan Mcgovern

The Leadership Team at Constellation Wealth Capital spearheads strategic decision-making, manages critical investments, and oversees the firm's operational and financial strategies. They collaborate to ensure tailored solutions and added value for partner wealth management firms, facilitating their growth and independence.

Leadership Team

The Advisory Team at Constellation Wealth Capital provides expert guidance and strategic advice to wealth management firms, helping them enhance their success and independence through tailored investment solutions. This team leverages its deep industry knowledge and experience to address significant capital needs and foster long-term growth for its partners.

Advisory Team

The Finance and Investor Relations team at Constellation Wealth Capital is responsible for managing financial operations, maintaining accurate financial records, and fostering strong relationships with investors. They ensure the effective allocation of capital and communicate the company's financial health and strategic initiatives to stakeholders, thereby supporting growth and operational independence for wealth management firms.

Finance and Investor Relations

The Investments Team at Constellation Wealth Capital is responsible for identifying, evaluating, and executing tailored investment opportunities in leading wealth management firms. They provide strategic guidance and capital solutions to enhance the growth and independence of these firms, ensuring alignment with Constellation's value-add and solutions-oriented partnership approach.

Constellation Wealth Capital

Org chart

Teams

Leadership Team

Advisory Team

Finance and Investor Relations

Investments Team

Offices

Constellation Wealth Capital

Org chart

Teams

Leadership Team

Advisory Team

Finance and Investor Relations

Investments Team

Offices

Related companies