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 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

Advisory Team

Finance and Investor Relations

Leadership Team

About

Team members

Other teams at Constellation Wealth Capital

Advisory Team

Finance and Investor Relations