Cheryl Rose

Cheryl Rose is a dedicated professional with a passion for assisting clients in building legacies through her work at Constellation Wealth Advisors, LLC.

With a background in Investment Management from Capital University, Cheryl brings a wealth of knowledge and expertise to her role as Managing Director at Constellation.

Her experience spans across various prestigious positions in the financial and wealth management sector, including roles at leading institutions like PNC Wealth Management, Fifth Third Bancorp, and McDonald Investment.

Cheryl specializes in legacy planning, investment management, family office services, trust and estate planning, wealth planning, family governance, business succession planning, philanthropic planning, tax planning, and wealth transfer strategies.

She holds a 21/64 Certified Advisor designation, focusing on helping families discover their values as a core aspect of her practice.

Prior to her current position, Cheryl served as Co-Owner and President at The Woodhouse Day Spa - Northern Kentucky, bringing a diverse set of skills and experiences to her current role in wealth management.

Cheryl's commitment to understanding the complex needs of ultra-affluent families and positioning them for generational success underscores her dedication to her clients' long-term prosperity.