Partner & Wealth Advisor
About
Sam
Sam Needham is a Partner and Wealth Advisor at Constellation Wealth Advisors, where he serves as the Nashville Market President. With over a decade of experience in the financial industry, Sam specializes in providing high-net-worth clients with personalized wealth management solutions. He began his career at Goldman Sachs and J.P. Morgan, gaining expertise in portfolio management and private banking. Sam graduated magna cum laude from the University of Alabama with a degree in Commerce and Business Administration. A dedicated family man, he lives in West Nashville with his wife, Ginny, their 7-month-old son, and their Cavapoo. Outside of work, Sam enjoys home improvement projects, attending football games, and spending time with his family.
About
Constellation Wealth Advisors
Constellation Wealth Advisors, founded in 2009, is an independent, SEC-registered investment advisory firm that manages over $3.9 billion in assets. With offices in Cincinnati, Ohio, and Franklin, Tennessee, the firm caters to affluent individuals and families with complex financial needs. Constellation provides a high-caliber, family-office-style experience with services encompassing investment management, tax and estate planning, business succession, and private capital investments. Their proprietary "Private Capital" platform offers institutional-quality private investment opportunities, while their "Navigation Team" collaborates with clients' professional networks to deliver holistic wealth management. Constellation also has dedicated expertise in serving niche client groups, including professional athletes, business owners, and executives.
Location
Nashville, TN
Expertise
High-Net-Worth Individuals, Business Succession Planning, Private capital investments, Professional athletes
Interests
Home Improvement and Landscaping, Football (Tennessee Titans and Alabama Crimson Tide), Family Time
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