CLOs on the Move

Constellation Wealth Advisors

www.cwallc.com

 
Constellation Wealth Advisors is a New York, NY-based company in the Financial Services sector.
  • Number of Employees: 100-250
  • Annual Revenue: $50-100 Million

Executives

Name Title Contact Details

Similar Companies

First National Bank Pana

First National Bank Pana is a Pana, IL-based company in the Financial Services sector.

First National Bank in Pinckneyville

From its beginning in 1901, First National Bank in Pinckneyville has grown to be one of the largest financial institutions in Perry County. We are a privately-owned, locally-operated bank with assets of more than $90 million. Since founded, we have led

First Merchants

Since our beginnings in 1893, we understand that it’s about the customer.  We make our customers feel at home.  We show them we care.  We make them feel special.  Give them advice.  Give them value. Keep our promises.  Help them out when they really need it.  Reach out to them. Know them. Thank them. First Merchants Corporation is the largest financial services holding company located in Central Indiana. We provide our customers with broad financial services delivered locally by bankers who are known and trusted in their communities. We offer personal banking, business banking, mortgage lending, cash management services, wealth management and insurance. We are focused on building deep, lifelong client relationships and providing maximum shareholder value. We provide an environment where customers can bank with their neighbors, realizing that our business begins and ends with people. A community bank focused on building deep, lifelong client relationships and providing maximum shareholder value. We provide an experience where customers can bank with their neighbors, realizing that our business begins and ends with people. To achieve our vision, we must also balance it with our Credit Culture Statement: Credit Quality and Risk Management, in all of its forms, is one of the single most important determinants of return to our shareholders, communities and employees. Credit is, and will continue to be, one of the highest levels of focus for the organization and its management. Our success will be determined by our ability to manage the credit we extend. To deliver superior personalized financial solutions to consumer and closely held commercial clients in diverse community markets by providing sound advice and products that exceed customer expectations.  

Philo Exchange Bank

Philo Exchange Bank is a Philo, IL-based company in the Financial Services sector.

BancVue

BancVue empowers community banks and credit unions to win back market share from megabanks. Our Kasasa product strategy provides the ultimate silver bullet against megabanks: strategic co-opetition.    BancVue’s complete Success Formula is a holistic approach proven to drive bottom-line results for our financial institution partners, including: substantial lifts in non-interest income and profit-per-account while attracting younger account holders with greater retention and wallet share.    This Success Formula combines groundbreaking Kasasa accounts and products, scale-driven marketing, advanced online solutions, data-driven consulting, compliance, training, and ongoing support.    The flagship Kasasa brand of products is a whole new approach to banking. Through the power of co-opetition, it gives community banks and credit unions marketing power that rivals the megabanks and consumer products that are superior to megabank products. It provides community financial institutions the opportunity to unite for growth while enhancing their individual brand identity.    BancVue invites all credit unions and community banks to attend the monthly BTAN Executive Conference, an all-expenses-paid trip to our Austin headquarters. You’ll enjoy a deeper dive into the Kasasa Success Formula with your peers and existing BancVue clients, uncovering the proven path to your institution’s growth.