Jon Goldstein
Co-Chief Executive Officer

Jon has been in the wealth management industry since 1991.  For nearly 15 years before the formation of 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.  While there, he was ranked as the number one consulting advisor at the firm.

Jon has been recognized by Barron’s as one of “America’s Best Wealth Advisors” each year from 2004 through 2007, consistently appearing in the top twelve.  In 2009, Jon was listed as one of the top 100 independent advisors by Barron’s.  A former Certified Public Accountant, Jon began his career with Deloitte & Touche in San Francisco.  He holds a Bachelor of Science degree in Business Administration from the University of California at Berkeley and a Master of Business Administration degree from The Wharton School at the University of Pennsylvania.

Jon lives with his wife and three children in Hillsborough, California.