Jon Goldstein serves as 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. Jon has consistently achieved recognition as one of the leading wealth advisors in the U.S. throughout his career and is annually named among the top wealth managers in America by Barron’s and Forbes published rankings.
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 some of the wealthiest and most sophisticated client families, for 15 years.
With over 30 years of experience in wealth management, Jon has consistently ranked near the top of Barron’s annual list of “The Top 100 Independent Advisors” since 2009. Previously, during his time at Citigroup, he consistently ranked among the top twelve on Barron’s “America’s Best Wealth Advisors” from 2004 to 2007. In 2019, Barron’s named him to its Hall of Fame of America’s Best Advisors, a distinction reserved for those Advisors selected to the Top 100 at least 10 times.
Jon holds a Bachelor of Science in Business Administration from the University of California at Berkeley, and an MBA from The Wharton School of the University of Pennsylvania. He is also a former CPA.