Thank you to Lisa A. Brignoni Asher, CFA and the whole team at Datos Insights for having us at the Wealth Management Forum today. Mike Rieker joined a powerhouse panel this morning to discuss the evolving landscape of M&A activity in the Wealth Management industry. Our Constellation Wealth Capital team is proud to contribute to these important conversations shaping the future of the industry.
Constellation Wealth Capital
金融服务
Chicago，Illinois 1,129 位关注者
At the Nexus of Opportunity and Experience.
关于我们
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.
- 网站
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https://constellationwealthcapital.com/
Constellation Wealth Capital的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Chicago，Illinois
- 类型
- 私人持股
- 创立
- 2023
地点
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主要
获取路线
609 W Randolph St
6th Floor
US，Illinois，Chicago，60661
Constellation Wealth Capital员工
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Eric Clarke
Founder & Retired CEO | Board Member at Orion Advisor Solutions, Inc.
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Mike Rieker
Director, Advisory at Constellation Wealth Capital
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Morgan (McGovern) Bell
Managing Director, Advisory at Constellation Wealth Capital
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Erica Rodrigues
Director, Advisory at Constellation Wealth Capital
动态
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A huge thank you to SS&C Advent for having our Constellation Wealth Capital team at #SSNCDeliver24 this week. It was a privilege to contribute to conversations on key trends shaping the wealth management industry. ???Lisa Crafford?shared valuable insights on driving revenue growth in wealth management. ??Morgan (McGovern) Bell?emphasized a powerful truth: "The best technology is the one you’re going to use."??? Congratulations the SS&C Advent team on a great event!
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Wrapping up our inaugural CEO Summit feeling energized and inspired. We spent the last few days with the CEOs of our partner firms, where we discussed the important topics driving our industry forward, shared valuable insights, and explored innovative strategies to stay ahead in a rapidly evolving market. The collaboration, openness, and shared vision among us was truly remarkable. Beyond the strategic discussions, we bonded over our shared commitment to excellence, leadership, and creating lasting value for clients and communities. Excited to take these learnings and collective momentum into the next chapter of growth and success. Here’s to continued partnership and impact! Dick Pfister, CAIA — AlphaCore Wealth Advisory Michael Tiedemann — AlTi Tiedemann Global Britt Campbell — Avior Wealth Management, LLC Elliot Dornbusch — CV Advisors LLC Jason Ozur — Lido Advisors, LLC Arthur Ambarik, CFP? — Perigon Wealth Management, LLC Doug John — Requisite Capital Management Karl Heckenberg, Lisa Crafford, Pat McHugh
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?? Thank you AlphaCore Wealth Advisory for having Lisa Crafford on the AlphaCore Wealth Summit stage today. What a fantastic opportunity to celebrate strong women in leadership roles and learn from their experiences. We’re so proud to have Lisa represent our team and inspire others in the industry! ??
?? We’re live at the AlphaCore Wealth Summit for an inspiring session on Women & Wealth | Twist & Shout. We're listening to an engaging and insightful conversation with female leaders from the wealth management industry and AlphaCore’s very own client base, as they share their careers, experiences, challenges, and successes as luminaries in their respective fields. Our incredible panel—Stacy Havener, Havener Capital Partners, Tara Ceranic Salinas, PhD, University of San Diego, and Lisa Crafford, Constellation Wealth Capital—is sharing powerful stories and insights on how women are making their mark, Here, There and Everywhere. With Madeline Hume, CFA moderating, this session is all about celebrating the impact of women in wealth management. Join us for this uplifting discussion! #AlphaCoreSummit #WomenandWealth #WealthManagement
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We recently came together to celebrate the incredible talent showcased at the 10th Annual #Wealthies! It was an honor to be among so many dedicated professionals who are pushing the boundaries of excellence in our industry. A special shoutout to the finalists and winners whose innovative approaches are shaping the future of wealth management, especially to our incredible partners. ?? Johann Lee, CFA at AlphaCore Wealth Advisory Thought Leader of the Year (Finalist) ?? The entire team at CV Advisors LLC for Family Offices Client Initiative (Finalist) ?? Arthur Ambarik, CFP? at Perigon Wealth Management, LLC CEO (Winner) & M&A Leader of the Year (Finalist) Your passion, dedication, and drive to create meaningful impact continue to inspire us all. Congratulations to everyone at WealthManagement.com for making this year’s event a success!
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Congratulations to the AlTi Tiedemann Global team! We're excited about our partnership with Allianz X and AlTi Tiedemann Global and look forward to a successful journey ahead.
We are delighted to announce that the strategic investment of up to $300 million from Allianz X?has now closed. See how we are accelerating our strategy to become the leading global independent wealth manager for the UHNW. ? This investment?is part of the previously announced strategic investment of up to $450 million from Allianz X and Constellation Wealth Capital. The $150 million investment from Constellation closed earlier this year and has been used to fund the acquisitions of East End Advisors and Envoi, LLC. ? To read the full announcement: https://lnkd.in/graeGbPT #AllianzX #WealthManagement #ConstellationWealthCapital
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Be sure to catch our very own Lisa Crafford on this week's episode of Milemarker's The Connected Advisor podcast! Lisa shares her insights with Kyle Van Pelt on some game-changing topics for the financial industry, including the importance of internships and the need for firms to invest in their employees.
Lisa Crafford, Managing Director & Head of Advisory at Constellation Wealth Capital drops a truth bomb! Highlighting your entire team, not just the leader, builds a more connected and motivated workforce. Think about it: When employees see themselves valued as part of the bigger picture, they're more likely to be engaged, collaborate better, and even go the extra mile (like answering that weekend email because they want to, not because they have to). Quick Check: Head over to your company website and social media. Does your team feel like it's the real engine behind your success? Let's talk in the comments! How does team recognition impact your engagement? Watch the full episode here: https://lnkd.in/e9z7Xtry
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?? Our commitment to our partners is deep. ?? A big thank you to Chris Latham and Wealth Solutions Report for recognizing Pat McHugh as Recruiter of the Month. At Constellation Wealth Capital, we remain dedicated to shaping the future of the wealth management industry.
This edition of the Deals & Recruiting Roundup covers Cetera, Allworth, Corient, Beacon Pointe, Alteri Wealth, Stratos, RBC, Mercer, Opto, RWA Partners, Sequoia and our Recruiter of the Month: ? ? Pat McHugh of Constellation Wealth Capital is our Recruiter of the Month ? ? Corient Private Wealth acquired Paragon Advisors, Inc. and Socius Family Office ? ? Beacon Pointe acquired Joslin Capital Advisors ? ? Cetera Financial Group’s The Retirement Planning Group acquired Lee Financial Group Hawaii ? ? Allworth Financial acquired Stewart & Patten Company ? ? Merrill Lynch breakaways formed Alteri Wealth ? ? STRATOS Wealth Advisors recruited Pistone Wealth Advisors ? ? Mercer Advisors partnered with Opto Investments to form private investments platform Aspen Partners ? ? RWA Wealth Partners promoted Michelle Knight to CEO ? ? Sequoia Financial Group appointed Gee Smith to lead its family office unit ? ? RBC Wealth Management recruited The Taggart Group from J.P. Morgan READ MORE: https://lnkd.in/gbMNf9eE ? #WealthManagement #FinancialAdvisors #Acquisitions #Recruitments
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A BIG congratulations to our partner firms that have been named finalists in this years WealthManagement.com Industry Awards. ?? Arthur Ambarik, CFP? at Perigon Wealth Management, LLC for CEO and M&A Leader of the Year ?? Johann Lee, CFA at AlphaCore Wealth Advisory for Thought Leader of the Year ?? The entire team at CV Advisors LLC for Family Offices Client Initiative Your dedication to excellence and building the future our industry is inspiring. A heartfelt thank you to the #WEALTHIES judges for this honor. https://lnkd.in/dgJMPx_m
Finalists of the 2024 Wealth Management Industry Awards
informaconnect.com
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We are proud to welcome Avior Wealth Management, LLC to the Constellation Wealth Capital family! We are looking forward to a thriving partnership and shared success. https://lnkd.in/eGCN8Bu6
Exclusive: Constellation stakes $4.1bn Avior Wealth Management
citywire.com