Executive Managing Director, Wealth Advisor
Jon Goldstein is an Executive Managing Director, Wealth Advisor at Cresset. In this role, he works with clients to understand their personal and financial goals and provides customized solutions to address their complex needs.
Prior to joining Cresset, he served as Senior Managing Director and Wealth Manager at First Republic Investment Management. Before that, he founded Constellation Wealth Advisors and served as the Co-Chief Executive Officer, responsible for managing the firm’s West Coast operations and 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 15 years. He has more than 30 years of experience in the wealth management industry.
A former CPA, Jon graduated from the University of California at Berkeley with a Bachelor of Science degree in business administration and an MBA from The Wharton School of the University of Pennsylvania.