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A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
April 01, 2010 at 04:00 AM
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: ConstellationWA.com
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)
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