Paul E. Tramontano
Co-Chief Executive Officer
Paul is one of the founding partners of Constellation and serves as the Co Chief Executive Officer. In that role, Paul is instrumental in crafting the strategic direction of the firm, and he serves on both the investment and executive management committees. In addition to his management responsibilities, Paul is directly engaged with the firm's most important client relationships. His areas of expertise include generational estate planning and asset allocation strategies.
Barron's has selected Paul as one of the top 25 wealth advisors in America from 2004 through 2006 and as one of the top 10 independent wealth advisors in both 2008 and 2009. He is a frequent speaker at industry symposiums and has been a panelist for Barron's at their investment conferences.
Prior to Constellation, Paul spent 25 years in the financial services industry beginning at Merrill Lynch in 1983. In 1990, he joined Citi Smith Barney where he spent 17 years, most recently as a Managing Director and Senior Advisor of Citi Family Office, serving the wealthiest and most sophisticated client families of the firm. Paul graduated from Villanova University with a Bachelor of Science degree in Accounting and earned the Certified Investment Management Analyst (CIMA) designation from The Wharton School at the University of Pennsylvania. Paul and his family are strongly committed to charity and community. They have been actively involved with Villanova University, the Greenwich YMCA and the Greenwich Audubon. Paul currently sits on the Board of Associates at the Whitehead Institute, a biomedical research organization at Massachusetts Institute of Technology, and has served on the New York Stock Exchange Hearing Board for more than ten years.
Paul lives with his wife and two daughters in Greenwich, Connecticut.