Ed Moldaver
Ed has over 30 years of extensive experience advising and managing high-net-worth families, entrepreneurs, and middle-market business owners. Ed is an entrepreneur at heart. By 2012, Ed built one of the top Wealth Management businesses and teams in New Jersey and the USA. That year, in a Barron’s article titled “America’s Best”, Ed was ranked as the #1 Financial Advisor in NJ out of a potential pool of 50,000. Currently, Ed is a Managing Director within the Rockefeller Global Family Office. He works at 45 Rockefeller Plaza in the storied family office started by John D. Rockefeller. Ed spent most of his career as a Senior Managing Director at Bear Stearns Private Client Services, as well as a Managing Director at Morgan Stanley Wealth Management, and a Managing Director at Barclays / Stifel ultra-high-net-worth unit. Most of Ed’s clients are successful business owners that have, or at any time can, monetize their business. Ed and his team, through the Rockefeller Global Family Office, do all the planning prior and after that event. In addition to managing UHNW portfolios, Ed also manages and advises on multi-billion-dollar Institutions and foundations.
Ed immigrated to the United States in 1978 from Kiev, Ukraine (former Soviet Union). He began his career in finance as a runner in the New York Mercantile commodities pits at the World Trade Center, a job that he held while attending college. Over the past 10 years, Ed has appeared on Forbes and Barron’s Top Advisor Ranking lists.
*When participated, Ed was: Barron’s Top 100 Financial Advisors in America in 2020 (No. 28), 2019 (No. 19), 2018 (No. 29), 2017 (No. 30), and 2012 (No. 86). Barron’s America’s Top 1,200 Advisors in 2020 (No. 8 New York) and 2019 (No. 8 New York). Forbes America’s Top Wealth Advisors in 2019 (No. 34) and 2018 (No. 41). Forbes Best-In-State Wealth Advisors in 2020 (No. 7), 2019 (No. 7) and 2018 (No. 15).
Ed has also contributed to and been featured in The Wall Street Journal, Barron’s, Fox Business, Crain’s New York Business, Yahoo Financial, and dozens of other national publications and media outlets.
In 2019 Barron’s did a follow up piece on Ed in an article titled “Ed Moldaver-The American Dream”.
Ed earned a Bachelor of Science degree from Widener University. He also holds a Certified Portfolio Manager designation from The Fu Foundation School of Engineering and Applied Science at Columbia University and has served as a board member of the Academy of Certified Portfolio Managers® (ACPM®) at Columbia University. Ed is a member of the prestigious Economic Club of New York, and Tiger 21. Ed has authored three books titled “Logical Investing”, “Logical Investing: The Fluff, The Bark & The Bite”, and “The Wealth Creation Myth”.
As a community leader, Ed serves as a member of the Board of Trustees of the Guardian Angels and was awarded the Cyber Angel of the Year Internet Safety Award by Mayor Bloomberg. Ed is a staunch supporter of the Police Athletic League in New York City and a former Partner in Education with the New York City Public School System’s mentoring program. He’s supported and volunteered his time with dozens of non-profits and various community activities in his former hometown of Colts Neck, New Jersey. He now lives in Rumson, NJ with his wife and their three children.
*The Forbes rankings discussed above were designated on 2020, 2019, 2018 and last for a period of one year until new rankings are released.
The Barron’s rankings discussed above were designated on 2020, 2019, 2018, 2017, and 2012 and last for a period of one year until new rankings are released.
Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management. No compensation has been provided in connection with obtaining or using this award.
The general methodology criteria for Barron’s includes the following: Each advisor—selected by Barron’s—is required to respond to a survey about their practice which Barron’s verifies and applies a proprietary rankings formula along with sub calculations to generate each designation. The formula features three major categories of calculations: assets, revenue, quality of practice. No compensation has been provided in connection with obtaining or using this award.