Jon Goldstein
Co-Chief Executive Officer

Jon is the Co-Chief Executive Officer of Constellation Wealth Advisors LLC. He is responsible for managing Constellation's West Coast operations as well as overseeing the firm's Research team. Jon is a member of the Investment Committee in addition to his client responsibilities.

Jon has been in the wealth management industry 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 one consulting advisor at the firm.

Jon was recognized by Barron's as one of "America's Best Independent Wealth Advisors" in 2009 and 2010 appearing in the top twelve. He previously was named to a similar list by Barron's (while at Citigroup) each year from 2004 through 2007, consistently appearing in the top twelve.

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.