Paul Tramontano

Paul Tramontano

Formal First Name

Paul Tramontano began his career in the financial services industry in 1983. He is a Senior Managing Director and Wealth Manager of First Republic Investment Management. Prior to joining First Republic in 2015, he was the Co-Chief Executive Officer at Constellation Wealth Advisors, a Managing Director of Morgan Stanley Smith Barney, and a Financial Advisor of Merrill Lynch. Paul is also active in the community, with various memberships on the Board of Associates at the Whitehead Institute, the Economic Club of New York, and served at the New York Stock Exchange Hearing Board for more than 15 years. He is regularly recognized as a thought leader in the industry and lends his expertise to industry publications, conferences, and panels.

Professional Experience

Academic History

  • Ranked #40 on Forbes America's Top Wealth Advisors 2020
  • Ranked #2 on Forbes Best-In-State Wealth Advisors 2020
  • Barron's Top 100 Wealth Advisors List 2004 - 2020
  • He completed the Certified Investment Management Program at the University of Pennsylvania’s Wharton School of Business