Constellation Wealth Advisors

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Constellation Wealth Advisors Employees

Employee
Years
Job
Industry
Robert M. Gorczakowski II Robert M. Gorczakowski II Basking Ridge, New Jersey Details
Robert M. Gorczakowski II's Constellation Wealth Advisors Experience May 2011 - July 2011
Job Research Assistant at Outfront Media
Industry Marketing and Advertising
Experience
Outfront Media  October 2014 - Present
Quidsi Inc.  November 2013 - September 2014
USTA  August 2013 - September 2013
NY Sportimes  May 2012 - August 2012
Constellation Wealth Advisors   May 2011 - July 2011
Bernards Township  June 2010 - August 2010
Constellation Wealth Advisors   May 2010 - June 2010
Brook Hill Tennis   2008 - 2010

Skills
Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Access, Outlook, Marketing, Research, Marketing Research, Market Research, Event Planning, Event Management, Sports, Spanish, SPSS, SaaS, Marketing Strategy, Advertising

Education
Loyola University Maryland   2009 — 2013
Bachelors of Business Administration, Marketing

Nanyang Technological University   2011 — 2011
Business

Ridge High School   2005 — 2009

Ian L. Gamble Ian L. Gamble San Francisco, California Details
Ian L. Gamble's Constellation Wealth Advisors Experience June 2011 - August 2011
Job Marketing and Business Development at Fotobom Media
Industry Computer Software
Experience
Fotobom   October 2014 - Present
Hall Capital Partners LLC  August 2013 - October 2014
Stanford Student Enterprises  September 2012 - June 2013
Stanford University  September 2012 - June 2013
Kappa Alpha Order  September 2012 - June 2013
Hall Capital Partners LLC  June 2012 - August 2012
Kappa Alpha Order  November 2010 - November 2011
Constellation Wealth Advisors   June 2011 - August 2011
Stanford University  June 2010 - August 2010

Education
Stanford University   2009 — 2013
B.A.

Santa Barbara High School   2005 — 2009

Mallory Richards Mallory Richards Sunnyvale, California Details
Mallory Richards's Constellation Wealth Advisors Experience February 2013 - June 2015
Job Sales Associate at Property I.D.
Industry Philanthropy
Experience
Constellation Wealth Advisors   February 2013 - June 2015
Alden Management Group   January 2012 - February 2013
College View Elementary   September 2011 - February 2012
Office of Instructional Development   November 2008 - June 2011

Skills
Microsoft Excel, Microsoft Word, Outlook, Adobe Acrobat, Data Entry, Invoicing, Administrative..., PowerPoint, Office Administration, Office Management, Editing, Insurance, Microsoft Publisher, Microsoft Office, Telephone Skills, Facebook, Administration, Social Media, Spreadsheets

Education
UCSB   2007 — 2011
Bachelor of Arts (B.A.), Global and International Studies

Edison High School   2003 — 2007
High School Diploma

Sarah Azizi Sarah Azizi San Francisco, California Details
Sarah Azizi's Constellation Wealth Advisors Experience January 2010 - June 2010
Job Business Development & Partnerships at Degreed
Industry Higher Education
Experience
Degreed  May 2014 - Present
Bank of America Merrill Lynch  May 2013 - May 2014
Bank of America Merrill Lynch  July 2011 - May 2013
F4Ed, Inc.   September 2009 - June 2011
Bank of America Merrill Lynch  June 2010 - August 2010
Constellation Wealth Advisors   January 2010 - June 2010
EPATT  September 2008 - March 2010
Stanford University Center for International Security and Cooperation (CISAC)   November 2008 - March 2009

Skills
Entrepreneurship, Business Development, Strategic Partnerships, Start-ups, Edtech, Higher Education, E-Learning, Strategy, SaaS, Research, Financial Modeling, Financial Markets, Economics, Sales, Networking, Social Media, Data Analysis, Educational Technology, Education, Human Resources, Thought Leadership, HTML5, JavaScript, CSS, jQuery, AJAX, Strategic Planning, Training

Education
Stanford University   2007 — 2011
Bachelor of Arts (B.A.), Economics

Jackie Kwan Jackie Kwan San Francisco Bay Area Details
Jackie Kwan's Constellation Wealth Advisors Experience March 2008 - January 2011
Job Executive Assistant at Sequoia Capital
Industry Financial Services
Experience
Sequoia Capital  May 2011 - Present
Constellation Wealth Advisors   March 2008 - January 2011
Smith Barney - The Peninsula Group   June 2004 - March 2008
Smith Barney - The Cooper Network   July 2003 - June 2004

Education
University of California, Berkeley - Walter A. Haas School of Business   2002 — 2004
B.S. Business Administation

University of California, Berkeley - College of Letters and Sciences   1999 — 2004
B.A. Interdisciplinary Studies, International Trade and Politics

Hannah Jewett Kauffman Hannah Jewett Kauffman New York, New York Details
Hannah Jewett Kauffman's Constellation Wealth Advisors Experience April 2012 - June 2012
Job Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley  June 2014 - Present
Morgan Stanley  June 2013 - August 2013
Eachwin Capital  June 2012 - August 2012
Constellation Wealth Advisors   April 2012 - June 2012
Group SJR  June 2011 - August 2011

Education
Stanford University   2010 — 2014
Bachelor's Degree, Public Policy

Phillips Academy Andover   2006 — 2009
High School

Phillips Exeter Academy   2005 — 2006
High School

Jeanne McGannon, CFP(R) Jeanne McGannon, CFP(R) New York, New York Details
Jeanne McGannon, CFP(R)'s Constellation Wealth Advisors Experience March 2009 - Present
Job Office Operations Mgr, CFP(R) at Constellation Wealth Advisors
Industry Financial Services
Experience
Constellation Wealth Advisors   March 2009 - Present

Skills
Asset Management, Wealth Management, Investments, Portfolio Management, Financial Planning, Alternative Investments, Client Relations, Strategic Relationships, Operations Management, Series 7, Series 24, NYS Notary Public, Financial Services, Asset Allocation

Education
Fordham University
Bachelor of Science (BS)

Christopher Falvo Christopher Falvo Holmdel, New Jersey Details
Christopher Falvo's Constellation Wealth Advisors Experience June 2013 - August 2013
Job Implementation Consultant at Navatar Group
Industry Financial Services
Experience
Navatar Group  August 2015 - Present
S&P Capital IQ  July 2014 - August 2015
Constellation Wealth Advisors   June 2013 - August 2013
New Jersey Devils  May 2012 - June 2012
Annaly Capital Management  June 2011 - August 2011

Skills
Salesforce.com, Capital IQ, Microsoft Excel

Education
Villanova University   2010 — 2014
Bachelor of Business Administration (B.B.A.), Economics

Christian Brothers Academy

Universidade Nova de Lisboa

Nargus Harounzadeh Nargus Harounzadeh Greater New York City Area Details
Nargus Harounzadeh's Constellation Wealth Advisors Experience April 2007 - September 2008
Job Doctoral Psychiatric NP Student at Columbia University; Artist
Industry Mental Health Care
Experience
Columbia University in the City of New York  June 2013 - Present
Independent Contractor  2010 - Present
WomenbyNargus   2007 - Present
Independent Contractor  2009 - Present
Hunter College  2010 - 2012
HR&A Advisors  September 2008 - July 2009
Constellation Wealth Advisors   April 2007 - September 2008
Penn Club of New York   October 2006 - April 2007

Skills
Statistics, Data Analysis, Mental Health, Wellness, Public Speaking, Research, Marketing, Editing, Clinical Research, Social Media Marketing

Education
Columbia University in the City of New York   2013 — 2014
Bachelor of Science (B.S.), Nursing Practice

City University of New York-Hunter College   2009 — 2011
Post-Baccalaureate, Psychology, GPA: 4.0

University of Pennsylvania   2002 — 2006
Bachelor of Arts (BA), Philosophy, Politics, Economics (PPE) and English, Magna Cum Laude

Eric M. Feuer Eric M. Feuer New York, New York Details
Eric M. Feuer's Constellation Wealth Advisors Experience January 2012 - May 2012
Job Compliance Associate at Apollo Global Management LLC
Industry Financial Services
Experience
Apollo Global Management LLC  April 2014 - Present
JPMorgan Chase  August 2012 - April 2014
Constellation Wealth Advisors   January 2012 - May 2012
JPMorgan Chase  June 2011 - August 2011

Skills
Corporate Law, Securities, Private Equity, Negotiation, Real Estate Transactions, Marketing

Education
Benjamin N. Cardozo School of Law, Yeshiva University   2010 — 2012
J.D., Cum Laude, Concentration in Corporate Law

State University of New York at Binghamton   2006 — 2009
B.A., Cum Laude,

Domenic Di Ricco Domenic Di Ricco Denver, Colorado Details
Domenic Di Ricco's Constellation Wealth Advisors Experience September 2009 - December 2009
Job Baseball Operations, Colorado Rockies
Industry Sports
Experience
Colorado Rockies  December 2014 - Present
Major League Baseball  April 2013 - December 2014
LivingSocial  October 2011 - April 2013
ClearSlide, Inc.   May 2011 - November 2011
ClearSlide, Inc.   December 2010 - May 2011
Rio Grande Valley WhiteWings  May 2010 - August 2010
Cryotherm, Inc.   2009 - 2010
Constellation Wealth Advisors   September 2009 - December 2009

Skills
Salesforce.com, Sales, Account Management, Cold Calling, Sales Prospecting, Baseball, Market Research, Investor Relations, Social Media Marketing, Lead Generation, Online Advertising, Strategic Partnerships, Sales Management, Sales Process, Facebook, Sales Presentations, Email Marketing

Education
Cornell University   2005 — 2009
B.Sc., Communications

Menlo-Atherton High School

Sacred Heart Prep

Casandra Espinoza Casandra Espinoza San Francisco Bay Area Details
Casandra Espinoza's Constellation Wealth Advisors Experience January 2010 - June 2010
Job Founder at Share Ave
Industry Public Policy
Experience
Share Ave   July 2015 - Present
Delphix  May 2014 - June 2015
Greylock Partners  July 2011 - August 2013
QuestBridge  August 2010 - August 2013
Stanford University  August 2009 - June 2011
Stanford Student Enterprises  October 2007 - June 2011
Goldman Sachs  June 2010 - August 2010
Constellation Wealth Advisors   January 2010 - June 2010

Skills
Venture Capital, Entrepreneurship, Start-ups, Stata, Economics, Statistics, Social Entrepreneurship, Public Policy, Policy Analysis, Investments

Education
Stanford University   2007 — 2011
BA, Public Policy

Steve Bono Steve Bono San Francisco Bay Area Details
Steve Bono's Constellation Wealth Advisors Experience October 2009 - September 2015
Job Vice President at First Republic Private Wealth Management
Industry Financial Services
Experience
First Republic Private Wealth Management  October 2015 - Present
San Francisco 49ers  2002 - Present
Constellation Wealth Advisors   October 2009 - September 2015
Comcast Sportsnet Bay Area  August 2009 - January 2010
ThinkEquity Partners  August 2006 - May 2008
Bank of America  April 2003 - July 2006
HRJ Capital  July 2001 - March 2003
National Football League  July 1985 - February 2000

Skills
Investments, Fundraising, Strategic Planning, Sports, Strategic Partnerships, Sports Marketing, Business Development, Public Speaking, Event Management, Media Relations, Venture Capital, Marketing, Event Planning, Asset Managment, Sponsorship, Strategy, Social Networking, Asset Management, Coaching, New Business Development, Marketing Strategy, Investment Banking, Public Relations, Entrepreneurship, Sports Management

Education
University of California, Los Angeles   1980 — 1985
BA, Sociology

Norristown Area High School   1977 — 1980

Julia DeVico Julia DeVico Greater New York City Area Details
Julia DeVico's Constellation Wealth Advisors Experience May 2012 - June 2012
Job Student at Fairfield University
Industry Public Relations and Communications
Experience
Saks Fifth Avenue  June 2015 - August 2015
JW Michaels & Co.   May 2014 - August 2014
Coach  December 2012 - February 2013
Constellation Wealth Advisors   May 2012 - June 2012

Skills
Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Research, Social Media, Public Speaking, English, Microsoft Excel, Recruiting

Education
Fairfield University   2012 — 2016
Bachelor of Arts (BA), Communication

Greenwich High School

Carl Rydin Carl Rydin Greater New York City Area Details
Carl Rydin's Constellation Wealth Advisors Experience 2009 - 2009
Job Investment Analyst at Lucerne Capital
Industry Investment Management
Experience
Lucerne Capital Management, LP   2015 - Present
Fredericks Michael & Co.   2010 - 2015
Glass, Lewis & Co.   2009 - 2010
Constellation Wealth Advisors   2009 - 2009
Kaupthing Bank  2008 - 2008
Merrill Lynch  2007 - 2007

Skills
Capital Raising, LBO, Cross-border..., Pan European, Mergers & Acquisitions, Fundamental Analysis, Financial Analysis, Equities, Equity Research, Portfolio Management, Microsoft Excel, Investments, Bloomberg, Long/Short Equity, Financial Modeling, Risk Arbitrage, Corporate Finance, Value Investing, Private Equity, Due Diligence, Investment Management, Stock Picking, DCF Valuation, Asset Management, Valuation, PowerPoint, Finance, Microsoft Office

Education
Columbia University - Columbia Business School
Value Investing, Driving Strategic Impact

Dowling College
BBA, Finance

Dean Jackson Dean Jackson San Francisco Bay Area Details
Dean Jackson's Constellation Wealth Advisors Experience September 2011 - Present
Job Managing Director at Constellation Wealth Advisors
Industry Investment Management
Experience
Constellation Wealth Advisors   September 2011 - Present
Exos Partners   2010 - October 2011
Merrill Lynch  1996 - 2010

Skills
Investment Strategies, Alternative Investments, Financial Advisory, Strategic Financial..., Private Equity, Venture Capital, Capital Markets, Risk Management

Education
University of California, Irvine   1988 — 1992
Economics

Dylan Dembeck Dylan Dembeck Greater New York City Area Details
Dylan Dembeck's Constellation Wealth Advisors Experience July 2011 - June 2013
Job Assistant Manager at Minkus Family Farms Inc.
Industry Food Production
Experience
Minkus Family Farms, Inc.   June 2014 - Present
Morgan Stanley  June 2013 - June 2014
Constellation Wealth Advisors   July 2011 - June 2013
AIG Advisor Group  June 2010 - July 2011
Assent, LLC  May 2008 - April 2010

Skills
Municipal Bonds, Corporates, US Equities, Series 7, Series 63, Fixed Income, Bloomberg, Securities, Trading, Equities, Bonds, Investments, Mutual Funds, Asset Management, Capital Markets, Options, Portfolio Management, Derivatives

Education
Mount Saint Mary College   2005 — 2007
BS, Finance, Business Management

Samantha Favis Samantha Favis New York, New York Details
Samantha Favis's Constellation Wealth Advisors Experience July 2013 - September 2015
Job Financial Services Professional
Industry Investment Management
Experience
First Republic Private Wealth Management  September 2015 - Present
Constellation Wealth Advisors   July 2013 - September 2015
Morgan Stanley  August 2012 - June 2013
Morgan Stanley  June 2010 - August 2012
Morgan Stanley  June 2009 - August 2009

Skills
Capital Markets, Fixed Income, Bloomberg

Education
Brown University   2006 — 2010
B.A., Commerce, Organizations, and Entrepreneurship: Business Economics

Lake Highland Preparatory School

Kaleigh Sullivan Kaleigh Sullivan Naples, Florida Details
Kaleigh Sullivan's Constellation Wealth Advisors Experience June 2014 - August 2014
Job Recent Bentley Universery Graduate
Industry Marketing and Advertising
Experience
Constellation Wealth Advisors   June 2014 - August 2014
Brunswick Group  June 2013 - August 2013
EarthLink  2011 - 2011

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Social Media, Public Speaking, Time Management, Team Leadership, Volleyball

Education
Bentley University   2011 — 2015
Bachelor's Degree, Marketing and Finance

Charlotte Schaffer Charlotte Schaffer New York, New York Details
Charlotte Schaffer's Constellation Wealth Advisors Experience September 2012 - December 2012
Job Investment Banking Analyst at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs  July 2015 - Present
Goldman Sachs  June 2014 - August 2014
Clinton Foundation  June 2013 - August 2013
Constellation Wealth Advisors   September 2012 - December 2012
Summer Institute for the Gifted  June 2012 - August 2012
Epocrates  March 2012 - June 2012
Darien EMS Post 53  September 2007 - June 2011

Skills
Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Event Planning, Spanish, Microsoft Publisher, iMovie, Outlook, iPhoto, Research, Public Speaking, Social Media Marketing

Education
Stanford University   2011 — 2015
Bachelor's degree with distinction, Economics

Darien High School   2007 — 2011

Stacy Chun Stacy Chun Stanford, California Details
Stacy Chun's Constellation Wealth Advisors Experience January 2015 - March 2015
Job Student at Stanford University
Industry Investment Banking
Experience
Code Advisors  June 2015 - Present
Wells Fargo  December 2014 - April 2015
Constellation Wealth Advisors   January 2015 - March 2015
Stanford University  May 2014 - July 2014

Education
Stanford University   2012 — 2016
Bachelor's Degree, Major: Economics

Stuyvesant High School   2008 — 2012
Regents Diploma, 93.5

Wanna Zhang, MBA, MSc Wanna Zhang, MBA, MSc San Francisco Bay Area Details
Wanna Zhang, MBA, MSc's Constellation Wealth Advisors Experience June 2013 - Present
Job Investment Operations & Research | Portfolio Management | Fund Analysis
Industry Investment Management
Experience
Constellation Wealth Advisors   June 2013 - Present
WHV Investment Management Inc.  April 2007 - May 2013
Patpatia & Associates, Inc.   October 2006 - February 2007
Global One Capital, LLC.   September 2004 - September 2006

Skills
Bloomberg, Portfolio Management, Portfolio Operations, Fund Accounting, Manage Client..., Accounting Management, Alternative Investments, Financial Analysis, Portfolio Performance..., Financial Reporting, Asset Management, Mutual Funds, Equities, Valuation, Institutional..., High Net Worth..., Corporate Actions, Project Management, Quantitative Analytics, Data Analytics, Research, Fundamental Analysis, Cash Operations, International Relations, International, APX, Axys, Moxy, FactSet, CRM, Performance Attribution, Corporate Finance, Investment Management, Wealth Management, Fixed Income, Investment Strategies, Private Equity, Hedge Funds, Equity Research, Derivatives, Process Improvement, Bloomberg Terminal, Economics, Equity Valuation, Eviews, Financial Statement..., Emerging Markets, Mandarin, Cantonese, Advent

Education
University of San Francisco - Masagung Graduate School of Management   2010 — 2012
MBA, Finance, General

University of San Francisco   2009 — 2011
MSc, Financial Analysis

University of California, Los Angeles   2002 — 2004
Bachelor of Arts, Economics

Daniel Goldfarb Daniel Goldfarb New York, New York Details
Daniel Goldfarb's Constellation Wealth Advisors Experience September 2012 - December 2012
Job Compliance Officer, J.P. Morgan Asset Management
Industry Financial Services
Experience
JPMorgan Chase  December 2013 - Present
New York State Department of Financial Services  March 2013 - April 2013
Constellation Wealth Advisors   September 2012 - December 2012
Parker Ibrahim & Berg  May 2012 - August 2012
The Clearing House  May 2011 - August 2011

Education
Benjamin N. Cardozo School of Law, Yeshiva University   2011 — 2013
Juris Doctor, Corporate Law

Syracuse University College of Law   2010 — 2011
Juris Doctor

Colgate University   2006 — 2010
B.A., Philosophy & Religion

Joseph Park Joseph Park San Francisco Bay Area Details
Joseph Park's Constellation Wealth Advisors Experience September 2008 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Constellation Wealth Advisors   September 2008 - Present
Hewins Financial Advisors  June 2007 - September 2008

Skills
Asset Allocation, Investments, Investment Strategies, Portfolio Management, Wealth Management, Investment Management, Private Equity, Data Analysis, Investment Advisory, Capital Markets, Axys, Morningstar Direct, Performance Reporting, GIPS Compliance, Thompson Portfolio..., Operational Due..., Project Management, Financial Services

Education
UC Davis Graduate School of Management
Master of Business Administration (MBA), Finance

University of California, Davis
Bachelor of Arts (BA), Economics

Sterling J. Santamaria, J.D. Sterling J. Santamaria, J.D. Greater New York City Area Details
Sterling J. Santamaria, J.D.'s Constellation Wealth Advisors Experience May 2014 - August 2014
Job Associate at Edward L. Koester, Esq.
Industry Legal Services
Experience
Edward L. Koester   May 2015 - Present
New York Law School  August 2014 - May 2015
Constellation Wealth Advisors   May 2014 - August 2014
Newedge  June 2013 - August 2013
General Moving Carriers, LLC   August 2009 - April 2013
Essex County Volunteer Lawyers for Justice   September 2011 - December 2011
District 37 Legislative Office   July 2006 - March 2009

Skills
Teamwork, Westlaw, Legal Research, Legal Writing, Public Speaking, Microsoft Office, Training, Lexis, Legal Assistance, Research, Outlook, Litigation, Arbitration, Microsoft Word, Customer Service, Editing, Corporate Law

Education
New York Law School   2012 — 2015
Juris Doctor

Montclair State University   2009 — 2012
B.A., Jurisprudence

Bergen Community College   2007 — 2009
A.A., Political Science

Christina York Christina York San Francisco Bay Area Details
Christina York's Constellation Wealth Advisors Experience March 2011 - September 2012
Job Wealth Management Associate at Neuberger Berman LLC
Industry Financial Services
Experience
Neuberger Berman  September 2012 - Present
Constellation Wealth Advisors   March 2011 - September 2012
LPL Financial (dba Financial Independence LLC)   August 2009 - March 2011
SCM Advisors LLC  June 2009 - August 2009
Wells Fargo (Security Investment Group)   August 2008 - June 2009
Bank of America  August 2006 - August 2008
Reno Sparks Chamber of Commerce  June 2001 - August 2004

Skills
Series 7, Series 63, Series 65, Fixed Income, Equities, Portfolio Management, Investments, Trading, Mutual Funds, Banking, FINRA, Asset Allocation, Wealth Management, Derivatives, Hedge Funds, Bonds, Finance, Options, Private Equity, Alternative Investments, Securities, Investment Strategies, Investment Advisory, Asset Management, Investment Management, Strategic Financial..., Wealth Management..., Financial Advisory, Fund Of Funds, Chartered Financial...

Education
Saint Mary's College of California   2008 — 2009
M.S. Financial Analysis and Investment Management, Finance, Investment

Saint Mary's College of California   2005 — 2008
B.S. Economics (Psychology minor), Economics, Psychology

Reno High School   2001 — 2005

Edward Guadiana Edward Guadiana New York, New York Details
Edward Guadiana's Constellation Wealth Advisors Experience September 2012 - December 2012
Job Consultant at Eight of Nine Consulting
Industry Law Practice
Experience
8of9 Consulting   March 2015 - Present
Bachner and Associates   May 2013 - November 2013
Constellation Wealth Advisors   September 2012 - December 2012
Department of Social Services  June 2012 - October 2012
Laidlaw & Company  December 2009 - May 2010

Skills
Securities, Legal Research, Legal Writing, Litigation, Westlaw, Corporate Law, Regulatory Compliance, Securities Regulation, Equities, Public Policy, Legal Compliance, Financial Regulation, Series 63, Criminal Defense, Series 7 & 63, Regulations, LexisNexis, Financial Services, FINRA, Series 7, Capital Markets, Policy Analysis, Lexis, White Collar Criminal..., Bloomberg, Bank Secrecy Act, Anti Money Laundering, MiFID, Basel III, Dodd-Frank, FATCA, Recovery & Resolution..., ISDA, Derivatives, Due Diligence, Microsoft Office

Education
Benjamin N. Cardozo School of Law, Yeshiva University   2012 — 2014
Doctor of Law (JD), Law

Case Western Reserve University School of Law   2011 — 2012
Law

The George Washington University   2006 — 2009
Bachelor's degree, Political Science and Government/ Statistics

Julia Lodewick Julia Lodewick New York, New York Details
Julia Lodewick's Constellation Wealth Advisors Experience July 2012 - Present
Job Associate at Constellation Wealth Advisors
Industry Financial Services
Experience
Constellation Wealth Advisors   July 2012 - Present
John Wiley and Sons  July 2010 - June 2012

Skills
Research, Editing, Microsoft Office, Microsoft Excel, Public Speaking, PowerPoint, Social Media, Facebook, Event Planning

Education
New York University - Leonard N. Stern School of Business   2015 — 2018
Master of Business Administration (MBA)

Colgate University   2006 — 2010
BA, English, Art & Art History

Trinity College, Rome Campus   2009 — 2009

Wilton High School   2002 — 2006

Joe Spagnola Joe Spagnola State College, Pennsylvania Details
Joe Spagnola's Constellation Wealth Advisors Experience June 2015 - August 2015
Job Director of Portfolio and Risk Analytics at The Penn State Hedge Fund Club
Industry Financial Services
Experience
Constellation Wealth Advisors   June 2015 - August 2015
Hennion & Walsh  July 2014 - August 2014
Specialty Disposal Services   May 2014 - July 2014

Skills
Financial Analysis, Leadership, Microsoft Excel, Public Speaking, Microsoft Office, Data Analysis, PowerPoint, Interpersonal Skill, Passion for Success, Commodity Markets, Portfolio Management, Economic Modeling, Situational Leadership, Project Management, Networking, Marketing Communications, Managerial Finance, International Economics, Economic Research, Statistical Data..., Google Docs, Marketing Strategy, Strategic Financial..., Management, Microsoft Word, Teamwork, Customer Service, Research, Economics, Financial Modeling, Valuation

Education
Penn State University   2012 — 2016
Dual Bachelor's degree, Majors: Marketing "Concentration on finance" and Economics "Money and Banking", Major GPA: 3.64

Kevin Vance Kevin Vance Greater New York City Area Details
Kevin Vance's Constellation Wealth Advisors Experience January 2013 - May 2013
Job SEF Compliance Manager at GFI Group
Industry Law Practice
Experience
AQR Capital Management  August 2015 - Present
GFI Group  September 2014 - July 2015
Bridgewater Associates  January 2014 - July 2014
Constellation Wealth Advisors   January 2013 - May 2013
Beecher Carlson  May 2012 - May 2013
Journal of Taxation and Regulation of Financial Institutions   January 2012 - April 2013
New York Law School  May 2011 - December 2012
Shustak Frost & Partners, P.C.   January 2012 - May 2012
Mintz & Fraade P.C.   November 2011 - January 2012

Skills
Legal Writing, Corporate Law, Securities Regulation, Legal Research, Research, Westlaw

Education
New York Law School   2010 — 2013
JD, Law

Bloomsburg University of Pennsylvania   2006 — 2010
B.S.B.A, Management

Mark (Duke) Mulvoy, CPM ® Mark (Duke) Mulvoy, CPM ® Greater New York City Area Details
Mark (Duke) Mulvoy, CPM ®'s Constellation Wealth Advisors Experience January 2013 - Present
Job Principal at Constellation Wealth Advisors
Industry Financial Services
Experience
Constellation Wealth Advisors   January 2013 - Present
Salisbury School  March 2010 - October 2013
Academy of Certified Portfolio Managers   August 2011 - September 2013
Constellation Wealth Advisors   February 2010 - December 2012
Merrill Lynch  September 2007 - February 2010
Quebecor World  March 2000 - September 2007
jjc specialist   1995 - 1998

Skills
Investments, Equities, Series 7, Asset Managment, Fixed Income, Financial Analysis, Hedge Funds, Strategic Planning, Series 63, Venture Capital, Portfolio Management, Private Equity, Alternative Investments, Financial Services, New Business Development, Financial Advisory, Trading

Education
Boston College   1992 — 1996
BA

Salisbury School   1989 — 1992

Megan Cincotta Megan Cincotta Riverside, Connecticut Details
Megan Cincotta's Constellation Wealth Advisors Experience June 2014 - August 2014
Job Student at Villanova University
Industry
Experience
MyGradPad  July 2014 - Present
Constellation Wealth Advisors   June 2014 - August 2014
Inner-City Scholarship Fund  May 2013 - June 2013

Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Facebook, Public Speaking, Social Networking, Research

Education
Villanova University   2011 — 2015
Bachelor of Arts (BA), Economics

Convent of the Sacred Heart   2007 — 2011
High School

Charles University in Prague

Elizabeth Plunkett Elizabeth Plunkett Brooklyn, New York Details
Elizabeth Plunkett's Constellation Wealth Advisors Experience June 2012 - August 2012
Job Analyst at Goldman Sachs
Industry
Experience
Goldman Sachs  July 2013 - Present
Constellation Wealth Advisors   June 2012 - August 2012
TF Cornerstone  June 2010 - August 2010
Saint Vincent Catholic Medical Centers  October 2008 - August 2009

Education
Villanova University   2009 — 2013

City University London   2011 — 2011

Stuyvesant High School   2005 — 2009

Kristen Niebuhr Kristen Niebuhr Greater New York City Area Details
Kristen Niebuhr's Constellation Wealth Advisors Experience April 2007 - November 2009
Job President and COO at Source Financial Advisors, LLC
Industry Investment Management
Experience
Source Financial Advisors   September 2012 - Present
Alexandra and James, Co./Lebenthal & Co.   November 2009 - September 2012
Lebenthal & Co, LLC   2009 - September 2012
Constellation Wealth Advisors   April 2007 - November 2009
TrailHaven Consulting, LLC   April 2006 - March 2007
CWH Associates /Paratus Partners LLC   2002 - 2007
Somerset Capital Management, LLC   April 1995 - November 2001

Skills
Hedge Funds, Equity Research, Alternative Investments, Investments, Equities, Series 7, Asset Management, Private Equity, Securities, Fixed Income, Portfolio Management, Capital Markets, Wealth Management, Investment Banking, FINRA, Series 63, Series 24

Education
Boston University   1983 — 1987
Bachelor of Arts, Economics

David Arizini David Arizini San Francisco Bay Area Details
David Arizini's Constellation Wealth Advisors Experience March 2008 - Present
Job Managing Director, Constellation Wealth Advisors
Industry Financial Services
Experience
Constellation Wealth Advisors   March 2008 - Present
Morgan Stanley Smith Barney  1997 - 2008

Education
Boston College   1988 — 1992
Bachelor's Degree, Economics and Marketing

University of Cambridge
Economics

Joshua Haggerty Joshua Haggerty Greater New York City Area Details
Joshua Haggerty's Constellation Wealth Advisors Experience April 2007 - March 2008
Job SVPSenior Compliance Officer, Market Surveillance Department at Citi
Industry Financial Services
Experience
Citi  November 2010 - Present
Citi  January 2014 - December 2014
Bank of America  June 2008 - May 2009
Constellation Wealth Advisors   April 2007 - March 2008
Citigroup  March 2001 - December 2006

Skills
Trading, Series 7, FINRA, Securities, Series 63, Equities, Equity Trading, Capital Markets, Derivatives, Fixed Income, Surveillance, Hedge Funds, Options, Trading Systems, Electronic Trading, Risk Management, Series 55, Series 15, Series 25, Regulatory Inquiry..., Futures Spec Limits, Equities Trading, Futures Compliance, LDM3, Metrics Reporting, Surveillance Development

Education
Hofstra University School of Law   1999 — 2000

Le Moyne College   1994 — 1997
BA, Philosophy

David Schindelheim David Schindelheim Cleveland, Ohio Details
David Schindelheim's Constellation Wealth Advisors Experience January 2012 - May 2012
Job Associate, Taft Stettinius & Hollister LLP
Industry Law Practice
Experience
Taft Stettinius & Hollister LLP  September 2013 - Present
BTG Pactual  January 2013 - May 2013
Taft Stettinius & Hollister LLP  May 2012 - July 2012
Constellation Wealth Advisors   January 2012 - May 2012
Benjamin N. Cardozo School of Law  August 2011 - May 2012
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates   June 2011 - August 2011
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates   June 2008 - July 2010

Skills
Legal Research

Education
Benjamin N. Cardozo School of Law, Yeshiva University   2010 — 2013
JD, cum laude

Cornell University   2005 — 2008
B.S., Industrial and Labor Relations

Sam Katzman Sam Katzman Greater New York City Area Details
Sam Katzman's Constellation Wealth Advisors Experience 2007 - Present
Job Chief Investment Officer, Constellation Wealth Advisors
Industry Financial Services
Experience
Constellation Wealth Advisors   2007 - Present
Citigroup  2000 - 2007

Skills
Alternative Investments, Portfolio Management, Fixed Income Analysis, Economics, Hedge Funds, Fixed Income, Asset Allocation, Capital Markets, Asset Management, Equities, Series 7, Investments, Investment Strategies

Education
University of Pennsylvania - The Wharton School   1995 — 1997
mba, Finance

Emory University   1980 — 1984
BBA, Accounting

Adam Bedzow (AB) Adam Bedzow (AB) New York, New York Details
Adam Bedzow (AB)'s Constellation Wealth Advisors Experience June 2011 - August 2011
Job NYU Tax LL.M., Asia Law Society
Industry Law Practice
Experience
NYU School of Law  July 2012 - Present
Asia Law Society   April 2012 - Present
Constellation Wealth Advisors   June 2011 - August 2011

Education
Cardozo Law School   2009 — 2012
J.D., Top 15%

East China Normal University   2008 — 2009
Mandarin, HSK 5

Dov Berger Dov Berger Flushing, New York Details
Dov Berger's Constellation Wealth Advisors Experience June 2012 - August 2012
Job VP of Finance and General Counsel at Edison Home Health Care; Professor at Touro College
Industry Law Practice
Experience
Edison Home Health Care  August 2015 - Present
Touro College  September 2006 - Present
Pomerantz LLP  December 2013 - July 2015
Constellation Wealth Advisors   June 2012 - August 2012
Pomerantz LLP  June 2011 - August 2011
Deloitte  August 2007 - June 2009

Education
Benjamin N. Cardozo School of Law, Yeshiva University   2010 — 2013
JD, with a concentration in Tax

Queen's College   2008 — 2010
MS, Accounting

Touro College   1999 — 2003
Bachelor's Degree, Accounting

Danielle Petrillo Danielle Petrillo New York, New York Details
Danielle Petrillo's Constellation Wealth Advisors Experience September 2013 - December 2013
Job Associate, Senior Compliance Officer at JPMorgan Chase
Industry Law Practice
Experience
JPMorgan Chase & Co.   June 2015 - Present
Barclays  June 2014 - June 2015
New York State Department of Financial Services  January 2014 - April 2014
Constellation Wealth Advisors   September 2013 - December 2013

Education
Benjamin N. Cardozo School of Law, Yeshiva University   2011 — 2014
Doctor of Law (J.D.)

Arizona State University   2007 — 2011
Bachelor of Science (BS), magna cum laude, Justice Studies