Jon Goldstein

Managing Director

Jon has been in the wealth management business 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 1 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 12. 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.