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

Katie st. Onge

Greg Lawton

Susan Anderson

Morgan Mcgovern

Lisa Crafford

Pat Mchugh

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

This department manages communication and relationships with investors to provide information about company performance and outlook.

Investor Relations

This department focuses on managing investments in private equity funds and activities related to capital raising and deal execution.

Private Equity

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

This department provides guidance and strategic advice to enhance organizational decision-making and performance.

Advisory Services

This department is responsible for overseeing financial management and operational strategies within the organization.

Constellation Wealth Capital

Org chart

Teams

Advisory Team

Investor Relations

Private Equity

Finance and Investor Relations

Advisory Services

Finance and Operations

Offices

Constellation Wealth Capital

Org chart

Teams

Advisory Team

Investor Relations

Private Equity

Finance and Investor Relations

Advisory Services

Finance and Operations

Offices

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