Ed Moldaver
Ed Moldaver is a Managing Director and Private Advisor at Rockefeller Global Family Office and a Founding Partner of Moldaver Lee Cohen Wealth Partners at Rockefeller Capital Management. He specializes in advising ultra-high-net-worth individuals and families, as well as managing and consulting on multi-billion-dollar institutional and foundation portfolios. Prior to joining Rockefeller Capital Management, Moldaver held senior leadership roles at several major financial institutions, including Managing Director at Morgan Stanley Wealth Management, Senior Managing Director at Bear Stearns Private Client Services, Managing Director at Barclays Investment Bank, and Managing Director within Stifel’s Ultra High Net Worth unit. Over the past decade, Moldaver’s expertise and leadership have been consistently recognized, earning him placements on Forbes and Barron’s Top Advisor ranking lists.
Ed Moldaver Professional Experience / Academic History
Professional Experience
-
Managing Director and Private Advisor
-
Managing Director of Investments
-
Managing Director, Wealth and Investment Management
-
Managing Director
-
Senior Managing Director
Academic History
-
B.S., Management
THOUGHT LEADERSHIP & MEDIA PRESENCE
Ed Moldaver is a recognized thought leader in wealth management and investing, and the author of three books: Logical Investing, Logical Investing: The Fluff, The Bark & The Bite, and The Wealth Creation Myth, which explore disciplined portfolio construction, behavioral investing, and long-term wealth creation.
He is a frequent contributor to and has been featured in leading financial and business media outlets, including The Wall Street Journal, Barron’s, Fox Business, Crain’s New York Business, Yahoo! Finance, and numerous other national publications.
Moldaver also holds the Certified Portfolio Manager (CPM®) designation from The Fu Foundation School of Engineering and Applied Science at Columbia University.
RECOGNITIONS
Forbes America's Top Wealth Advisors, 2018-2020, 2025
Forbes Best-in-State Wealth Advisors, 2018-2020, 2025
Barron's Top 1200 Financial Advisors, 2018-2020, 2025
Barron's Top 100 Financial Advisors, 2012, 2017-2020, 2025
COMMUNITY INVOLVEMENT
Beyond his professional work, Moldaver is deeply engaged in civic and philanthropic initiatives.
He is a member of the Economic Club of New York and TIGER 21, a global peer network for high-net-worth investors and entrepreneurs.
As a community leader, he serves on the Board of Trustees of the Guardian Angels and was honored with the Cyber Angel of the Year Internet Safety Award by Mayor Michael Bloomberg for his contributions to public safety and education.
He is also a longtime supporter of the Police Athletic League (PAL) of New York City and previously served as a Partner in Education with the New York City Public School System’s mentoring program, supporting youth development and education initiatives.