Emily Butterworth Rose

Employer firm

Constellation Wealth Advisors CRD 147253

$5.40B regulatory AUM 9 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2011 → Present
  Quadrant Partners
  Cincinnati, OH

Other Businesses

Entity/Business Name: Ion Center for Violence Prevention (formerly known as Women's Crisis Center); Investment related (Y/N): Y; Address: 835 Madison Ave, Covington, KY 41011; Nature of the Business: Not-for-profit dedicated to eliminating power-based person violence; Position/Title/Relationship: Member of the Board of Directors; Treasurer; Finance & Program Committees; Start Date: joined the board in September 2020; Approximate # of hours a month: nominal; Approximate # of hours during trading hours: nominal; Compensated (Y/N)? N; Briefly describe your duties: Supports the organization's programs and initiatives as a member of the Board of Directors

Designations

• Certified Financial Planner

Other Names

• Emily B. Rose
• Emily Frances Butterworth