Paul Tramontano

Chief Executive Officer

Paul has 25 years experience in the financial services industry that began at Merrill Lynch. 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. Barron's has selected Paul as one of the top 25 wealth advisors in America from 2004 through 2006 and one of the top 5 independent wealth advisors of 2008.

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. He 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.