Private Wealth Investors
Team Constant
Each client relationship is unique, and we bring our core expertise to assist our clients to achieve their financial objectives.
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Robert L. Constant
Managing Director
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Wendy Pan
Vice President
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Chris Buckman
Associate
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Laurie Goodman
Managing Director – Global Head of Investment and Wealth Solutions
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Michael Ross
Managing Director
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Brian DiGregorio
Senior Vice President
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Elizabeth A. Fell
Senior Vice President
Our Client-First Approach
Team Constant is comprised of Wealth Management professionals in Equities, Fixed Income, Wealth Solutions, and Corporate Services. Each client relationship is unique, and we bring our core expertise to assist our clients to achieve their financial objectives. We believe in a comprehensive approach to wealth management and provide guidance once we understand the client’s risk tolerance. We work closely with Investment Banking to assist our corporate clients with their potential equity capital market needs.
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