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Paul Tramontano
Directeur/Membre du Conseil chez
EAGLE POINT CREDIT COMPANY
Fortune : 165 210 $ au 31/05/2026
Profil
Paul Eric Tramontano is the founder of Constellation Wealth Advisors LLC, founded in 2007, where the title held was Co-Chief Executive Officer from 2013 to 2015.
Current jobs include Independent Director at EP Income Co. LLC since 2018, Director at Eagle Point Enhanced Income Trust, Independent Director at Eagle Point Credit Company Inc. since 2014, Independent Director at Eagle Point Income Company Inc since 2018, Independent Trustee at Eagle Point Defensive Income Trust since 2024, Independent Trustee at EP Private Capital Fund I starting 2025, and Independent Trustee at Eagle Point Institutional Income Fund.
Former jobs include Managing Director & Senior Advisor at Citi Smith Barney Investment Management, Principal at Merrill Lynch & Co., Inc., Member at New York Stock Exchange, Inc., and Wealth Manager at JPMorgan Private Wealth Advisors LLC from 2017 to 2023.
Education includes undergraduate studies at Villanova University.
Détentions connues dans des sociétés publiques
| Société | Date | Nombre d'actions | Valorisation | Date de valorisation |
|---|---|---|---|---|
| 31/03/2026 | 30 187 ( 0,02% ) | 124 370 $ | 31/05/2026 | |
| 31/03/2026 | 3 799 ( 0,02% ) | 40 839 $ | 31/05/2026 |
Postes actifs de Paul Tramontano
| Sociétés | Poste | Début |
|---|---|---|
| EAGLE POINT CREDIT COMPANY | Directeur/Membre du Conseil | 01/05/2014 |
| EAGLE POINT INCOME COMPANY INC. | Directeur/Membre du Conseil | 28/09/2018 |
EP Income Co. LLC
 EP Income Co. LLC MiscellaneousMiscellaneous Operates as a non-classified establishments | Directeur/Membre du Conseil | 28/09/2018 |
Eagle Point Institutional Income Fund
 Eagle Point Institutional Income Fund Investment Trusts/Mutual FundsMiscellaneous Functions as a closed-end investment fund or Investment trust | Directeur/Membre du Conseil | - |
Anciens postes connus de Paul Tramontano
| Sociétés | Poste | Fin |
|---|---|---|
JPMorgan Private Wealth Advisors LLC
 JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMPWA creates portfolios designed to meet each client's specific needs, considering risk tolerance, current situation and future life objectives. The firm provides numerous investment management styles and strategies across various asset classes, including but not limited to fixed income, publicly traded equities and private securities. | Gestionnaire de Portefeuille-Actions | 01/04/2023 |
Constellation Wealth Advisors LLC
 Constellation Wealth Advisors LLC Investment ManagersFinance Constellation Wealth Advisors' investment approach seeks to optimize performance, cost and tax efficiency across active and passive investment vehicles in both traditional and alternative investments. Portfolios are customized with a focus on each client's risk tolerance, investment horizon and cash flow requirements. Constellation uses cash flow analysis to model cash sources and uses to ensure that assets are positioned to meet any forecasted need. The firm reviews asset allocation frequently to adapt to their outlook and to clients' changing needs. They perform detailed historical analysis of the capital markets that is supplemented by their view on how the future may vary. Constellation has access to best-in-class managers across all asset classes. The firm evaluates hundreds of investment opportunities annually and focuses only on the few that offer attractive risk adjusted rates of return, timeliness and a focus on wealth preservation. The firm's fixed-income approach focuses on investment in bonds particularly in situations in which capital preservation is the primary objective. The firm is not captive to any one trading desk and is able to search for bonds from various bond dealers to make the best selections for their clients. Depending on market conditions, Constellation may also invest in hedge funds, real estate and private equity offerings. | Directeur Général | 01/10/2015 |
Citi Smith Barney Investment Management
 Citi Smith Barney Investment Management Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | - |
New York Stock Exchange, Inc.
 New York Stock Exchange, Inc. Investment Banks/BrokersFinance Operates securities exchange market | Corporate Officer/Principal | - |
Merrill Lynch & Co., Inc. /Old/
 Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Corporate Officer/Principal | - |
Formation de Paul Tramontano
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
61
Relations au 1er degré
10
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 10 |
|---|---|
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Finance |
New York Stock Exchange, Inc.
New York Stock Exchange, Inc. Investment Banks/BrokersFinance Operates securities exchange market | Finance |
JPMorgan Private Wealth Advisors LLC
JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMPWA creates portfolios designed to meet each client's specific needs, considering risk tolerance, current situation and future life objectives. The firm provides numerous investment management styles and strategies across various asset classes, including but not limited to fixed income, publicly traded equities and private securities. | Finance |
Constellation Wealth Advisors LLC
Constellation Wealth Advisors LLC Investment ManagersFinance Constellation Wealth Advisors' investment approach seeks to optimize performance, cost and tax efficiency across active and passive investment vehicles in both traditional and alternative investments. Portfolios are customized with a focus on each client's risk tolerance, investment horizon and cash flow requirements. Constellation uses cash flow analysis to model cash sources and uses to ensure that assets are positioned to meet any forecasted need. The firm reviews asset allocation frequently to adapt to their outlook and to clients' changing needs. They perform detailed historical analysis of the capital markets that is supplemented by their view on how the future may vary. Constellation has access to best-in-class managers across all asset classes. The firm evaluates hundreds of investment opportunities annually and focuses only on the few that offer attractive risk adjusted rates of return, timeliness and a focus on wealth preservation. The firm's fixed-income approach focuses on investment in bonds particularly in situations in which capital preservation is the primary objective. The firm is not captive to any one trading desk and is able to search for bonds from various bond dealers to make the best selections for their clients. Depending on market conditions, Constellation may also invest in hedge funds, real estate and private equity offerings. | Finance |
Eagle Point Credit Company Inc.
 Eagle Point Credit Company Inc. Investment Trusts/Mutual FundsMiscellaneous Functions as a closed-end investment fund or Investment trust | Miscellaneous |
Eagle Point Income Company Inc
 Eagle Point Income Company Inc Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Villanova University
 Villanova University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Citi Smith Barney Investment Management
Citi Smith Barney Investment Management Investment ManagersFinance Provides investment advice | Finance |
EP Income Co. LLC
EP Income Co. LLC MiscellaneousMiscellaneous Operates as a non-classified establishments | Miscellaneous |
Eagle Point Institutional Income Fund
Eagle Point Institutional Income Fund Investment Trusts/Mutual FundsMiscellaneous Functions as a closed-end investment fund or Investment trust | Miscellaneous |
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