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James Taylor - Email & Phone Number

Chief Financial Officer at Constellation Wealth Advisors

James Taylor is based out of Cincinnati, Ohio, United States and works at Constellation Wealth Advisors as Chief Financial Officer.

James Taylor's Contact Information

James Taylor's Work email
t*****@conste***.com
Valid
Latest update
October 31, 2025
Location
Cincinnati, Ohio, United States

James's current employer

Constellation Wealth Advisors logo

Constellation Wealth Advisors

Description
Constellation was created to better serve clients by disrupting the traditional business model and culture of the wealth management indus...
HQ Location
Cincinnati, OH, United States
Number of employees
11-50
Industry
Investment Management
Latest update
April 30, 2024

Frequent questions about James Taylor

What company is James Taylor working for?
James Taylor works for Constellation Wealth Advisors.
What is James Taylor's function at Constellation Wealth Advisors?
James Taylor is Chief Financial Officer at Constellation Wealth Advisors.
Where is James Taylor based?
James Taylor is based out of Cincinnati, Ohio, United States.
What is James Taylor's work email address?
James Taylor's professional email address is t*****@conste***.com
Who are James Taylor's co-workers?
James Taylor's colleagues are John Williams, Brad Bowlin, Mike Veith, Emily Rose, Skye Barry, Kyle Rudduck, Jacob Geglein, Anna Pfaehler, Adam Morton, Kevin Thomas, Donna Sterwerf, Joe Bodnar, Kevin Aug, Kelly Bonnell, Matthew Woebkenberg, Cheryl Rose, Nick Reilly, Sam Needham, Alicia Upperman.
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James's co-workers

John Williams avatar
John Williams
Owner
Brad Bowlin avatar
Brad Bowlin
Market President, Partner, and Advisor
Mike Veith avatar
Mike Veith
Co-Founder
Emily Rose avatar
Emily Rose
Director of Portfolio Operations
Skye Barry avatar
Skye Barry
Director of Public Markets; Head of Portfolio Operations
Kyle Rudduck avatar
Kyle Rudduck
Managing Director
Jacob Geglein avatar
Jacob Geglein
Partner & Wealth Advisor
Anna Pfaehler avatar
Anna Pfaehler
Partner and Wealth Advisor
Adam Morton avatar
Adam Morton
Partner & Wealth Advisor
Kevin Thomas avatar
Kevin Thomas
Partner & Wealth Advisor
Donna Sterwerf avatar
Donna Sterwerf
Wealth Management Advisor
Joe Bodnar avatar
Joe Bodnar
Portfolio Manager
Kevin Aug avatar
Kevin Aug
Partner and Wealth Advisor
Kelly Bonnell avatar
Kelly Bonnell
Chief Operations Officer
Matthew Woebkenberg avatar
Matthew Woebkenberg
Portfolio Manager
Cheryl Rose avatar
Cheryl Rose
Partner & Wealth Advisor
Nick Reilly avatar
Nick Reilly
Partner & Wealth Advisor
Sam Needham avatar
Sam Needham
Partner & Wealth Advisor
Alicia Upperman avatar
Alicia Upperman
Office Manager
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