Profil
Jon Michael Goldstein is the founder of Constellation Wealth Advisors LLC, which was founded in 2008.
He held the title of Co-Chief Executive Officer from 2013 to 2015.
Mr. Goldstein's former jobs include Managing Director & Senior Advisor at Citigroup, Inc., Wealth Manager at JPMorgan Private Wealth Advisors LLC from 2017 to 2023, and Principal at Deloitte & Touche LLP.
Mr. Goldstein's education includes an undergraduate degree from the University of California, Berkeley and an MBA from The Wharton School of the University of Pennsylvania.
Anciens postes connus de Jon Goldstein
| Sociétés | Poste | Fin |
|---|---|---|
JPMorgan Private Wealth Advisors LLC
 JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities. | Gestionnaire de Portefeuille-Actions | 01/04/2023 |
Constellation Wealth Advisors LLC
 Constellation Wealth Advisors LLC Investment ManagersFinance Founded in 2007 by Paul Tramontano and Jon Goldstein, Constellation Wealth Advisors LLC is an independent multi-family investment office and registered investment advisor headquartered in New York City. The firm is also registered as a securities broker-dealer with the SEC, the MSRB and the NFA and is registered with FINRA. | Directeur Général | 01/09/2015 |
Citigroup, Inc. /Fund Distributor/
 Citigroup, Inc. /Fund Distributor/ Financial ConglomeratesFinance Citigroup, Inc. (Fund Distributor) is a fund distributor located in Long Island City, New York. The firm is a subsidiary of Citigroup, Inc. (NYSE: C). | Corporate Officer/Principal | - |
Deloitte & Touche LLP
 Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
Formation de Jon Goldstein
| University of California, Berkeley | Undergraduate Degree |
| The Wharton School of the University of Pennsylvania | Masters Business Admin |
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
Constellation Wealth Advisors LLC
Constellation Wealth Advisors LLC Investment ManagersFinance Founded in 2007 by Paul Tramontano and Jon Goldstein, Constellation Wealth Advisors LLC is an independent multi-family investment office and registered investment advisor headquartered in New York City. The firm is also registered as a securities broker-dealer with the SEC, the MSRB and the NFA and is registered with FINRA. | Finance |
Deloitte & Touche LLP
Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Commercial Services |
Citigroup, Inc. /Fund Distributor/
Citigroup, Inc. /Fund Distributor/ Financial ConglomeratesFinance Citigroup, Inc. (Fund Distributor) is a fund distributor located in Long Island City, New York. The firm is a subsidiary of Citigroup, Inc. (NYSE: C). | Finance |
JPMorgan Private Wealth Advisors LLC
JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities. | Finance |
