About Constanza
For Constanza, the most rewarding aspect of her role is helping clients achieve their financial goals by working closely with wealth management teams. Having a good relationship and clear communication with advisors is a vital part of her job. She wants advisors to feel comfortable seeking clarification or assistance.
As a fixed income portfolio advisor, it’s her team’s responsibility to monitor portfolios daily for proactive trading opportunities. This includes managing cash balances, recognizing rebalancing opportunities and tax-loss harvesting.
Prior to Buckingham, she worked as fixed income liaison and as a financial analyst for Kemper Home Services. She joined the firm in 2021. She holds a bachelor’s degree in finance from Lindenwood University.
Originally from Caracas, Venezuela, she moved to the U.S. to attend college in the mid-2000s. Constanza and her husband live with their son Mateo in University City, MO.
For Constanza, the most rewarding aspect of her role is helping clients achieve their financial goals by working closely with wealth management teams. Having a good relationship and clear communication with advisors is a vital part of her job. She wants advisors to feel comfortable seeking clarification or assistance.
As a fixed income portfolio advisor, it’s her team’s responsibility to monitor portfolios daily for proactive trading opportunities. This includes managing cash balances, recognizing rebalancing opportunities and tax-loss harvesting.
Prior to Buckingham, she worked as fixed income liaison and as a financial analyst for Kemper Home Services. She joined the firm in 2021. She holds a bachelor’s degree in finance from Lindenwood University.
Originally from Caracas, Venezuela, she moved to the U.S. to attend college in the mid-2000s. Constanza and her husband live with their son Mateo in University City, MO.