Jon Goldstein is a Senior Managing Director and Wealth Manager at First Republic Investment Management.
Prior to joining First Republic Investment Management in 2015, he was the Co-Chief Executive Officer at Constellation Wealth Advisors for 7 years and was responsible for managing Constellation’s West Coast operations as well as overseeing the research team. Prior to Constellation, he was a Managing Director and Senior Advisor at Citi Family Office, a division of Citigroup formed to serve the wealthiest and most sophisticated client families, for 15 years. He has over 25 years of experience in the wealth management industry.
His work and dedication have led to continuous recognition on a number of industry rankings, including Barron’s Top 100 Financial Advisors and Barron’s Top 100 Independent Financial Advisors, on which he has consistently ranked in the top 12.
A former CPA, Mr. Goldstein graduated from the University of California at Berkeley with a Bachelor of Science in Business Administration and an MBA from The Wharton School of the University of Pennsylvania.
Wealth Management Experience: Since 1991
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