Constellation Wealth Recruits new SVP from Callan

Catherine Beard has joined RIA investor Constellation Wealth Capital as senior vice president for capital coordination, she announced in a December 2 LinkedIn post.

Before joining Constellation Wealth, Beard was SVP for alternatives consulting at investment consulting firm Callan. Beard was also formerly affiliated with Sinclair Capital, Blueprint Capital Advisors and the UAW Retiree Medical Benefits Trust.

Constellation most recently made a $150M minority investment in Cresset aimed at helping fund the RIA’s platform, technology, and recruitment.

Source: https://www.linkedin.com/posts/catherine-beard-cfa-685b61_im-happy-to-share-that-im-starting-a-new-activity-7269363064884387840-QUNb/?utm_source=share&utm_medium=member_desktop