Jon Goldstein

Portfolio Manager, First Republic Investment Management

Northern California

Jon Goldstein is a Managing Director and Portfolio 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 fifteen years. He has over 25 years of experience in the wealth management industry.

Mr. Goldstein has been consistently recognized by Barron’s as one of America’s Top 100 Financial Advisors1 from 2009 -2016 appearing most recently at #21 in 2016. He previously was named to a similar list of national wealth advisors by Barron’s2 each year from 2004 – 2007, consistently appearing in the top twelve. In addition, Mr. Goldstein has been recognized by Barron’s Top 100 Independent Wealth Advisors3 since 2009, appearing at #3 in 2015. In August of 2016, he was also ranked as one of the top 200 wealth advisors in the country by Forbes magazine4, appearing at #20.

A former CPA, Mr. Goldstein graduated from the University of California at Berkeley with a Bachelor of Science degree in Business Administration and a Master of Business Administration degree from The Wharton School at the University of Pennsylvania.

Wealth Management Experience: 25 Years

1,2,3The Barron’s ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the winner. This ranking does not predict or rate any client’s investment outcomes, nor does it predict any potential investment outcomes. Data used for the Barron’s rankings is provided by the surveyed Investment Advisors. Advisors who did not participate in the survey are not ranked.

4Forbes ranking is based on the opinions of SHOOK Research, LLC, as of July 2016. Advisors are ranked on quality of practice including client retention, industry experience, assets under management, revenue generated for their firms, and other quantitative criteria. Investment performance is not a criteria. SHOOK Research, LLC does not receive compensation from the advisors or their firms in exchange for placement on a ranking.

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