Adam Morton
Partner & Wealth Advisor at Constellation Wealth Advisors
- Role
- Partner & Wealth Advisor at Constellation Wealth Advisors
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
About Adam Morton
Constellation Wealth Advisors is a Cincinnati-based wealth management firm focused on providing clients with a comprehensive and strategic approach to structuring the family balance sheet. As acting fiduciaries and partners with our clients, we strive for a differentiated and updated approach to the traditional client-advisor experience. The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This profile should not be considered as a solicitation for services.
Experience
Partner & Wealth Advisor
Aug 2020 — Present · Cincinnati, OH, US
Education
Miami University
BS
2001 — 2005
College for Financial Planning
CFP® Professional Education Program
2013 — 2014
Xavier University - Williams College of Business
MBA
2008 — 2010
Skills
- Retirement Savings
- High Net Worth Individuals
- Wealth Transfer
- Investments
- Financial Advisory
- Real Estate
- Corporate Finance
- Financial Reporting
- Portfolio Management
- Forecasting
- Financial Markets
- Bloomberg
- Accounting
- Due Diligence
- Retirement Planning
- Wealth Management
- Financial Analysis
- Microsoft Excel
- Valuation
- Budget
- Financial Planning
- Private Equity
- Financial Modeling
- Asset Allocation
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.