Constellation Wealth Advisors

Thomas Mc Conville is a financial advisor with Constellation Wealth Advisors in Cincinnati, OH, holding a Series 65 license. He has been in the industry since 2023 and previously worked at Cassady Schiller CPAs & Advisors. Mc Conville serves as a volunteer board member for CancerFree Kids, a nonprofit focused on funding early-stage research in childhood cancer. Constellation Wealth Advisors provides customized wealth management and financial planning primarily to high-net-worth individuals, trusts and estates, corporate retirement plans, and institutional clients. The firm offers discretionary portfolio management across various asset classes and sponsors multiple private pooled investment vehicles, employing diverse fee structures and rigorous manager due diligence.

Patrick Lafley is a financial advisor at Constellation Wealth Advisors with 14 years of industry experience. He holds a Series 65 designation and has worked at Constellation since 2017 and at Quadrant Partners since 2008. Constellation Wealth Advisors offers customized wealth management and financial planning services primarily to high-net-worth individuals, trusts, estates, corporate retirement plans, and institutional clients. The firm provides discretionary portfolio management across various asset classes and sponsors multiple private pooled investment vehicles, employing a range of fee structures beyond standard percentage-based models.

Anna Pfaehler is a CFP® professional with six years of experience in financial advising. She has worked at Constellation Wealth Advisors since 2020 and previously spent six years with Horan Securities Inc. Pfaehler is the sole member of Capricorn Holdings, LLC, through which she authors newsletters and articles on financial planning. She also serves on the board of the Cincinnati Estate Planning Council, a nonprofit focused on estate planning education. Constellation Wealth Advisors provides customized wealth management and financial planning primarily to high-net-worth individuals, trusts, estates, corporate retirement plans, and institutional clients. The firm offers discretionary portfolio management across various asset classes and sponsors multiple private pooled investment vehicles with a range of fee structures.

Emily Rose is a CFP® professional with 11 years of industry experience, currently serving at Constellation Wealth Advisors. She has worked at Quadrant Partners since 2011. Outside of her advisory role, she is a member of the Board of Directors and Treasurer of the Ion Center for Violence Prevention, a nonprofit focused on eliminating power-based personal violence. Constellation Wealth Advisors provides customized wealth management and financial planning primarily to high-net-worth individuals, associated trusts and estates, corporate retirement plans, and institutional clients. The firm offers discretionary portfolio management and sponsors multiple private pooled investment vehicles, employing a variety of fee structures and using rigorous manager due diligence in its investment process.

Julie Kist is a CFP® professional at Constellation Wealth Advisors with three years of industry experience. She has previously worked at LPL Financial, Opus Capital Group, Wealth Dimensions, and Fourth Street Performance Partners. Constellation Wealth Advisors offers customized wealth management and financial planning to high-net-worth individuals, trusts, estates, corporate retirement plans, and institutional clients. The firm provides discretionary portfolio management across multiple asset classes and manages private pooled investment vehicles, employing rigorous manager due diligence and a range of fee structures.

Adam Morton is a CFP® with 10 years of experience in the financial industry. He currently works at Constellation Wealth Advisors and previously held roles at Fort Washington Investment Advisors, Inc. and Riverpoint Capital Management, LLC. He serves on the boards of Lighthouse Youth & Family Services and the National Underground Railroad Freedom Center, both nonprofit organizations in Cincinnati. Constellation Wealth Advisors provides customized wealth management and financial planning primarily to high-net-worth individuals, trusts, estates, corporate retirement plans, and institutional clients. The firm offers discretionary portfolio management and access to alternative investments through a proprietary private capital platform, with an investment process overseen by an Investment Committee.

Cheryl Rose is a CFP® and CFA® with seven years of industry experience, currently serving as a financial advisor at Constellation Wealth Advisors. Prior to joining Constellation, she worked at PNC Bank from 2011 to 2018. Outside of financial advising, Rose is a part-owner of Woodhouse Spa franchises in Northern Kentucky and Lexington, Kentucky, and serves as a trustee for the Cincinnati Art Museum and on the board of directors for Groundwork Ohio, a nonprofit focused on early childhood education. Constellation Wealth Advisors provides customized wealth management and financial planning primarily to high-net-worth individuals, trusts and estates, corporate retirement plans, and institutional clients. The firm offers discretionary portfolio management with various investment strategies and sponsors multiple private pooled investment vehicles.

Nicholas Reilly is a financial advisor with Constellation Wealth Advisors in Cincinnati, OH, holding Series 63 and Series 65 licenses and 15 years of industry experience. He previously worked at Horan Capital Advisors, LLC and Horan Securities, Inc. from 2010 to 2019. He serves on the Board of Directors for DePaul Christo Rey High School, a private Catholic college preparatory school. Constellation Wealth Advisors provides customized wealth management and financial planning primarily to high-net-worth individuals, trusts, estates, corporate retirement plans, and institutional clients. The firm offers discretionary portfolio management with diversified strategies and is notable for sponsoring multiple private pooled investment vehicles and employing varied fee structures beyond the traditional asset-based model.

Matthew Woebkenberg is a CFA® charterholder with four years of industry experience. He has worked at Constellation Wealth Advisors since 2021 and previously spent six years at HORAN Capital Advisors. Constellation Wealth Advisors provides customized wealth management and financial planning primarily to high-net-worth individuals, associated trusts and estates, corporate retirement plans, and institutional clients. The firm offers discretionary portfolio management across multiple asset classes and sponsors several private pooled investment vehicles, employing rigorous manager due diligence and a variety of fee structures.

Samuel Needham is a financial advisor at Constellation Wealth Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at JPMorgan Securities LLC and Goldman Sachs and Co. In addition to his advisory role, Needham serves as a director and finance committee member of the Martha O’Bryan Center, a nonprofit organization focused on anti-poverty efforts in Nashville. Constellation Wealth Advisors provides customized wealth management and financial planning services primarily to high-net-worth individuals, trusts and estates, corporate retirement plans, and institutional clients. The firm offers discretionary portfolio management with a range of investment strategies and is notable for sponsoring and advising multiple private pooled investment vehicles.

Nicolas Paxson is a CFP® professional with three years of industry experience, currently advising at Constellation Wealth Advisors. He previously worked at Ritter Daniher Financial Advisory LLC and has experience as an assistant golf coach for the Saint Xavier High School Athletic Department. Constellation Wealth Advisors provides customized wealth management and financial planning primarily to high-net-worth individuals, trusts and estates, corporate retirement plans, and institutional clients. The firm offers discretionary portfolio management, rigorous manager due diligence, and sponsors multiple private pooled investment vehicles.

Kevin Thomas is a CFP® professional with nine years of industry experience. He has worked at Constellation Wealth Advisors since 2018 and at Quadrant Family Wealth Advisors since 2015. Kevin is based in Cincinnati, OH. Constellation Wealth Advisors provides customized wealth management and financial planning primarily to high-net-worth individuals, trusts and estates, corporate retirement plans, and institutional clients. The firm offers discretionary portfolio management across various asset classes and sponsors multiple private pooled investment vehicles, employing an Investment Committee for ongoing oversight and conducting rigorous manager due diligence.

John Williams is a CFA® charterholder with 18 years of industry experience. He has been with Constellation Wealth Advisors since 2017 and also maintains a role at Quadrant Capital Group. Williams serves on the boards of the Cincinnati Tennis Foundation and the United Way of Greater Cincinnati. Constellation Wealth Advisors provides customized wealth management and financial planning primarily to high-net-worth individuals, trusts, estates, corporate retirement plans, and institutional clients. The firm offers discretionary portfolio management across various asset classes and sponsors multiple private pooled investment vehicles, employing a range of fee structures beyond traditional percentage-of-assets models.

David Snopkowski is a financial advisor with Constellation Wealth Advisors in Cincinnati, OH, holding a Series 65 credential and three years of industry experience. He previously worked at Quadrant Capital Group LLC from 2019 and was affiliated with the University of Cincinnati from 2015 to 2019. Since 2025, he has served as a mentor to the investment committee of the University of Cincinnati’s Johnson Investment Counsel Student-Managed Fund. Constellation Wealth Advisors provides customized wealth management and financial planning services primarily to high-net-worth individuals, trusts, estates, corporate retirement plans, and institutional clients. The firm offers discretionary portfolio management across multiple asset classes and sponsors various private pooled investment vehicles with tailored fee structures and ongoing investment oversight.

Louisa Gehring is a financial advisor at Constellation Wealth Advisors with a Series 65 credential and two years of industry experience. Prior to joining Constellation, she was the sole owner of Gehring Travel, a travel agency where she designed and arranged travel excursions. Constellation Wealth Advisors provides customized wealth management and financial planning primarily to high-net-worth individuals, trusts, estates, corporate retirement plans, and institutional clients. The firm offers discretionary portfolio management across various asset classes and sponsors multiple private pooled investment vehicles, employing a range of fee structures beyond traditional percentage-of-AUM models.