Constellation Wealth Advisors, LLC

52 Vanderbilt Avenue, 8th floor

New York, New York 10017

Phone: 212-697-2500

3000 Sand Hill Road

Building 2, Suite 160

Menlo Park, California 94025

Phone: 650-352-9300

Web site:

e-mail: [email protected]

Year firm founded: 2007

Number of partners: Five

Number of clients: 180 households

Number of employees in firm: 31

Assets under management: $4 billion

Compensation: Fee-only (based on asset level)

Paul Tramontano, Co-Chief Executive Officer

Education: BS in Accounting, Villanova University

Professional accreditations: CIMA

Previous incarnations: Managing director and senior advisor of Citi Family Office

Sam Katzman, Chief Investment Officer

Education: BBA in Accounting, Emory University; MBA, with concentration in finance, The Wharton School at the University of Pennsylvania

Previous incarnations: Senior VP and senior advisor, Citi Family Office; positions with Chase Manhattan Bank, Salomon Brothers, and Arthur Andersen & Co.

Professional accreditations: CPA; member of the Association for Investment Management and Research (AIMR), the New York Society of Security Analysts (NYSSA), and the American Institute of Certified Public Accountants (AICPA)