Constantine Poulakis

Relationship Manager
Get to Know Constantine…
Favorite part about working at Moneco:
The collaborative culture and sense of community. Everyone is always willing to support one another and genuinely cares about helping each other grow and succeed, both personally and professionally.
Favorite thing to do outside of work:
Watching the Knicks with friends & family
What I enjoy most about what I do:
Connecting with clients and helping provide the guidance and support they need as they work toward achieving their financial goals.

Favorites

Quotation: “By failing to prepare, you are preparing to fail.” – Benjamin Franklin
Vacation Destination: Greece, Bahamas, Nashville
TV Show or Movie: The Office & The Sopranos
Band or Music: Country
Sports Teams: New York Knicks

Constantine recently graduated from Fairfield University and joined Moneco Advisors as a Relationship Manager. He first became part of the Moneco team as an intern during the second semester of his junior year, where he gained hands-on experience in the wealth management industry and developed an appreciation for the firm’s collaborative culture and client-focused approach. During his internship, Constantine worked alongside experienced advisors and team members, building a strong foundation in client service, financial planning, and the day-to-day operations of an advisory firm.

In his role as Relationship Manager, Constantine focuses on building strong client relationships and providing thoughtful support to individuals and families as they work toward their financial goals. With a commitment to continued learning and a strong attention to detail, he brings a fresh perspective and a dedication to delivering a positive client experience.

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