Jon Goldstein

Jon Goldstein

Formal First Name

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.

Professional Experience

Academic History

  • Barron's America's Best Wealth Advisors 2004 - 2007
  • Barron's Hall of Fame of America's Best Advisors
  • Barron's Top 100 Wealth Advisors 2009 - 2020
  • Forbes America's Top Wealth Advisors 2020
  • Forbes Best-In-State Wealth Advisors 2020