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.


Venture Capital

Investment Management

Constellation Wealth Capital

Karl Heckenberg

Susan Anderson

Daniel O'Neil

Morgan McGovern

Lisa Crafford

Mike Rieker

Daniel O’neil

Morgan Mcgovern

Jack Yates

Leadership Team

Advisory Team

Finance and Investor Relations

Investments Team

Teams at Constellation Wealth Capital

Leadership Team

Advisory Team

Finance and Investor Relations

Investments Team