Constantinos Maniatis founded Corps Capital Advisors to help bridge the gap between Wall Street brokerage firms and small to mid-sized businesses. Constantinos works individually with each client through every step of their wealth management journey, from beginning to end. Constantinos provides holistic financial advice that is tailored to meet your needs while keeping your interests in mind at all times. Constantinos makes it his personal responsibility to ensure that you are on the same page as the rest of your Wealth Management team at all times.
Constantinos Maniatis is the founding partner of Corps Capital Advisors established in 2019. He began his career in 2001 when he joined Merrill Lynch, Pierce, Fenner & Smith Incorporated where he worked diligently on the institutional bond trading desk. While at Merrill Lynch Institutional Advisory Group Constantinos attained numerous milestones and was recognized as a top performer numerous times for his work ethic and dedication to his clients.
Leaving Merrill Lynch Institutional Advisory Group in 2005, Constantinos joined Citigroup Global Markets Inc., where he continued to build upon his track record as an advisory professional by serving both high-net-worth individuals and small to mid-sized corporations with their wealth management needs. Upon joining Citi Wealth Management (formerly Smith Barney) Constantinos was charged with the management of $30 million dollars in client assets and spearheaded a growth initiative that increased his branch manager’s annual production by over 30%. Constantinos Maniatis left Citigroup Global Markets Inc. in 2015 and continued to work as a Wealth Advisor for Wells Fargo Private Bank where he was recognized among their top advisors from 2015-2018, leading up to the formation of Corps Capital Advisors.
Constantinos Maniatis created Corps Capital Advisors to assist small and mid-size businesses to connect with Wall Street brokerage firms. Constantinos works one-on-one with each client, from start to finish, throughout the wealth management process, from beginning to end. Constantinos gives comprehensive financial guidance that is tailored to your specific needs while always keeping your best interests in mind.
Constantinos Maniatis founded Corps Capital Advisors with Thomas Morgan Jr. in 2013. Constantinos is a founding partner of the company and has over 20 years of experience as a broker and financial advisor. Constantinos has an amazing aptitude for connecting with clients and gaining a comprehensive understanding of their investment and wealth management concerns and needs.
Constantinos specializes in helping clients take the first steps toward building a customized investment strategy that aligns with their financial priorities. Constantinos provides advice to his clients on all aspects of their wealth management journey, from beginning to end. He is well-versed in both personal and corporate finance, including small to mid-sized corporations looking for guidance regarding employee benefits and retirement income planning. Constantinos’ mission is to help you achieve short-term and long-term financial goals by providing comprehensive strategies that are tailored specifically to meet needs while keeping the client’s best interests in mind at all times.
Constantinos Maniatis left Morgan Stanley with the strong desire to build a world-class investment advisory team, as well as a strong interest in developing customized wealth management solutions and an entrepreneurial spirit. He joined forces with Thomas Morgan Jr. to form Corps Capital Advisors, bringing more than two decades of experience as a broker and financial advisor to the company.
Constantinos and Thomas offer a personalized approach to tailoring their clients’ needs. Constantinos offers the expert financial advice and planning that his clients need during times of market volatility, while also ensuring they stay on track to reach their long-term goals. Constantinos is committed to helping each client find the best solution for them. Constantinos is able to create wealth management solutions through a comprehensive understanding of his client’s financial objectives and risk tolerance levels, as well as understanding what options will help them meet lifetime goals such as retirement, estate planning, or saving for college tuition. Constantinos has received numerous industry awards and adds value beyond just executing transactions: Constantinos Maniatis often measures success by how happy he can make his clients feel.
Constantinos has been published in multiple magazines, spoken at numerous industry events, and had a chapter written about him in one of the most recent editions of “The Wall Street Journal Guide to Understanding Money and Investing.” Constantinos is also an avid philanthropist and was recognized by many and has been featured on top CEO and entrepreneur podcasts such as Entrepreneurial Thought Leaders Podcast, which led to one of Constantinos’s quotes appearing on the cover of Success Magazine.
Constantinos Maniatis is a financial counselor by trade, a philanthropist by inclination, and a foodie at core. Constantinos has vast expertise in providing “Better Service, Better Performance, and Better Value” to his clients as a strategic investment and wealth management advisor. Before starting Corps Capital Advisors with Thomas Morgan Jr., Constantinos had worked as both a financial advisor and broker.
Constantinos had also worked at some of the country’s top financial advisory firms which include Morgan Stanley Smith Barney, Citigroup Private Bank, and Merrill Lynch.
When asked about his success in the competitive field of wealth management, Constantinos simply credits it to “discretionary effort.” Constantinos says he strives to provide his clients with an unparalleled experience- not just for their sake but out of sheer appreciation for seniors that have entrusted him with their hard-earned life savings. Constantinos has devoted himself exclusively to serving retirees and high-net-worth individuals. Constantinos is very keen on philanthropy activities too often volunteering at local charities working closely with cancer patients, victims of human trafficking, homeless children, etc. Constantinos is a founding partner, Board Member, and volunteer at Corps Capital Advisors which is a firm that strives to deliver “Better Service, Better Performance, and Better Value”. Constantinos has extensive knowledge in the financial services industry and he has the ability to assist retirees and large-net-worth individuals make informed decisions regarding their finances.
Managing your money is one of the most important things you can do to set yourself up for a successful financial future. Constantinos Maniatis, the founding partner of Corps Capital Advisors, LLC., says it’s important to have an investment advisor or team with experience managing family wealth and working with clients on their long-term goals. Mr. Maniatis is himself a CERTIFIED FINANCIAL PLANNER™ professional who works with business owners and managers offering guidance in planning strategies for different types of financial situations.
He joined Merrill Lynch Institutional Advisory Group after completing his BS in Economics, which opened a whole new world to him. He started from the institutional bond trading desk in Merrill Lynch Institutional Advisory Group and now he is the co-founder of a private investment firm, Corps Capital Advisors, LLC., in Southlake, TX.
What is Constantinos’ advice to his younger self? Constantinos says it’s easy to get caught up in studying and that’s fine but you also need to take time for yourself and do some things that will help you relax and forget about the pressures of college. Constantinos was inspired by Professor Robert P. Murphy and Peter Lynch early on in his career at Merrill Lynch Institutional Advisory Group. Constantinos shares many interesting stories about both experiences, such as what it takes to be successful in wealth management and why he chose to become a CERTIFIED FINANCIAL PLANNER professional himself. He believes your best investment is your ability to manage your time.
Corps Capital Advisors, LLC., is a private investment firm that works with business owners and managers offering guidance in planning strategies for different types of financial situations. Constantinos’ advice to his younger self is to get involved early on in your career if you are interested in wealth management because it will give you an edge over others who choose not to go beyond their college studies or graduate school. Constantinos says this decision was pivotal in his career path. Constantinos emphasizes the importance of finding someone who can help set up long-term goals and consults frequently so these decisions are regularly addressed. Constantinos explains how he sees the opportunities that exist today for entrepreneurs where many more resources are available than ever before. He believes in “10 Principles Of Wealth Management,” a list he has outlined, which includes:
Aligning your investment philosophy with your risk tolerance
Maximizing tax-efficient investments and strategies
Diversifying to maximize potential return based on your time horizon and risk tolerance
Leveraging asset allocation strategies to reduce risk and volatility while maintaining growth potential Constantinos is a founding partner of Corps Capital Advisors, LLC., where Constantinos works with business owners and managers offering guidance in planning strategies for different types of financial situations. Constantinos believes that the future looks bright for wealth management companies because they can offer so much more than their traditional counterparts could in an effort to compete with the online discount brokerages. Constantinos emphasizes the importance of finding someone who can help set up long-term goals and consults frequently so these decisions are regularly being addressed. Constantinos goes on to share more about his views on building a successful firm and the future of Corps Capital Advisors, LLC., as well as advice for those interested in similar careers. Constantinos believes the online discount brokerages are giving wealth management firms, like his own, an opportunity to compete more effectively. Constantinos understands there is more of a need than ever before for comprehensive planning services and he says it’s great that wealth management companies now have the resources to be competitive with these online discount brokerages by offering similar services. Constantinos discusses his experience as a financial advisor in Dallas, Texas at Merrill Lynch Institutional Advisory Group where Constantinos worked with entrepreneurs who were looking to grow their businesses. Constantinos shares advice for those hoping to pursue successful careers in finance and also weighs in on topics such as market valuations today compared to previous drops in indices over time, which he has seen firsthand through his career.
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