Jon Goldstein
Jon Goldstein began his wealth management experience in 1991, and gained continuous recognition on a number of industry rankings. He is a Senior Managing Director and Wealth Manager at First Republic Investment Management. He previously held positions at Constellation Wealth Advisors as a Co-Chief Executive Officer, at Citigroup as a Managing Director, and at Kidder Peabody as a Senior Vice President. Jon has consistently achieved recognition as one of the leading wealth advisors in the United States throughout his career.
Jon Goldstein Professional Experience / Academic History
Professional Experience
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Senior Managing Director
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Co-Chief Executive Officer, Constellation Wealth Advisors
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Managing Director
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Senior Vice President
Academic History
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MBA, Finance
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Bachelor of Science, Business Administration