Sam Katzman
Chief Investment Officer

Sam has served as the Chief Investment Officer for Constellation Wealth Advisors since the firm's inception in 2007. In that capacity, he runs the firm's Investment Committee, providing direction and oversight to Constellation's $4 billion assets under management. The firm's Investment Committee provides asset allocation guidance, and is charged with seeking out timely opportunities across the capital markets. Sam is a member of the Executive Committee.

Sam began his career in the financial services industry at Arthur Andersen & Co. in 1984. His diverse background includes positions at Citi Family Office as a Portfolio Manager and Senior Advisor. He has also held positions at the Chase Manhattan Bank and Salomon Brothers, Inc. Sam directed the financial assets for the family office of a wealthy New Jersey investor immediately prior to joining Citi Smith Barney.

Sam graduated from Emory University with highest distinction honors, earning a Bachelor of Business Administration in Accounting. He earned his Master of Business Administration degree, with a concentration in Finance, from The Wharton School at the University of Pennsylvania, and graduated as a Palmer Scholar, a distinction recognizing the highest level of academic achievement.

Sam is a Certified Public Accountant and a member of the Association for Investment Management and Research, the New York Society of Security Analysts, and the American Institute of Certified Public Accountants.

Sam lives with his wife and two children in Ridgewood, New Jersey.