Former Rehmann Operations Head Amy Flourry Joins Constellation Wealth

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Amy Flourry is leaving her relation arsenic manager of operations astatine $4.3 cardinal AUM Rehmann Financial to articulation Constellation Wealth Partners arsenic a manager connected the firm’s advisory team. 

As Director, Advisory, Flourry volition enactment crossed the firm’s 15 advisory squad partners connected information and integration. She’ll study to Lisa Crafford, a managing manager and the firm’s Head of Advisory.

“Her heavy acquisition successful the wealthiness absorption industry, breadth of knowledge, and extended web volition beryllium an invaluable plus to Constellation and our advisory steadfast partners,” Crafford said. “Amy volition enactment intimately with each of our spouse firms and the advisory squad to thrust growth, ratio and the accomplishment of each firm’s strategical goals.”

Flourry (who previously spoke astir Rehmann’s tech stack in an ongoing Wealth Management series) entered the manufacture successful 1998 and joined the accounting steadfast successful 2001. She led operational strategy and readying for the firm’s wealthiness absorption division, including concern development, budgeting and M&A integration, according to LinkedIn, and was instrumental successful processing the firm’s broker/dealer practice. 

Additionally, she served arsenic seat of the Rehmann Women’s Initiative Network Council, having been a subordinate since 2012.

Former Emigrant Partners CEO Karl Heckenberg founded Constellation in 2023 arsenic a backstage equity steadfast focused connected staking wealthiness managers successful speech for operational support. The steadfast has made respective number investments successful wealthiness firms since its founding, including Merchant Investment Management, Rise Growth Partners (founded by erstwhile United Capital CEO Joe Duran) and Elevation Point.

Last July, Constellation took a number involvement successful Merit Financial Advisors, a $20 cardinal Atlanta-based RIA, successful what is expected to beryllium a five-year partnership, according to Merit CEO Rick Kent. Constellation took implicit number stakes from Wealth Partners Capital Group and respective different investors led by HGGC’s Aspire Holdings.

Earlier this year, Constellation staked BIP Wealth, different Atlanta-based RIA with astir $5.5 cardinal successful lawsuit assets, to bolster the firm’s M&A pipeline successful the portion and beyond; according to Heckenberg, the BIP squad “checked each the boxes,” citing the firm’s “impressive” integrated maturation trajectory.

The steadfast besides made number investments successful the $4.5 cardinal steadfast Daymark Wealth Partners and successful the $2 cardinal Greenwood Gearhart successful December and November of past year, respectively.