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

Karl Heckenberg

Patrick Murphy

Pat Mchugh

Susan Anderson

Daniel O'Neil

Morgan McGovern

Lisa Crafford

Mike Rieker

Daniel O’neil

Morgan Mcgovern

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

Leadership Team

Finance and Investor Relations

Advisory Team

About

Team members

Other teams at Constellation Wealth Capital

Leadership Team

Finance and Investor Relations