Paul Tramontano is an Executive Managing Director and Wealth Advisor at Cresset. In this role, he serves as the primary point of contact for clients to provide customized financial planning solutions to help them achieve their family’s goals.
Prior to joining Cresset, he served as Senior Managing Director and Wealth Manager at First Republic Bank. Before that, he founded Constellation Wealth Advisors and served as the Co-Chief Executive Officer, responsible for managing the firm’s East Coast operations and served on the Investment and Executive Management Committees. Prior to forming Constellation, Paul spent 17 years at Citi Smith Barney, most recently as a Managing Director and Senior Advisor of Citi Family Office. He began his career at Merrill Lynch.
Active in the community, he has served as an International Council Member for the Belfer Center at Harvard’s Kennedy School. Paul also serves on the Provost’s Board for Villanova University, and he manages the investment committee for the ONS Foundation for Clinical Research and Education. He serves as an Independent Director on the Board of Eagle Point Credit Company LLC and Eagle Point Income Company, two publicly traded closed end funds. He is a member of the Economic Club of New York and has served on the New York Stock Exchange Hearing Board for more than 20 years.
Paul graduated from Villanova University with a Bachelor of Science degree in accounting. He also completed the Certified Investment Management program at the University of Pennsylvania Wharton School of Business.