Solutions for Every Part of Your Financial Life

Solutions Tailored to You

Investment Advisory

Wealth Strategy

Empowering your decision making with expert guidance

Family Office Solutions

Seamless financial management for your family and your future

Strategic Client Solutions

Convening our network to deliver a full suite of financial solutions

Trustee Services

Ensuring stability for today and your family’s future

Philanthropic Advisory

Helping you invest in your community intelligently

Lifestyle Advisory

Uniquely Rockefeller guidance and experiences for the everyday to the once-in-a-lifetime

Entrepreneurs & Business Owners

Navigating the Intricacies Between your Business and Your Personal Finances

Solutions Tailored to You

Bespoke investment strategies aligned to whatever your financial objectives may be. Our clients gain access to a sophisticated open-architecture
platform of traditional and alternative investments across all major asset classes in addition to select private investment opportunities.

Wealth Strategy

As an extension of your team, we review your full financial picture, and connect you to the firm’s broader resources to create an unbroken chain of objective, holistic and relevant advice.

  • Wealth Advisory
  • Estate Planning
  • Insurance Advisory
  • Tax Planning
  • Philanthropy
  • Wealth Transfer

Family Office Solutions

Led by your private advisor, your dedicated team can help with everything from managing day-to-day finances to creating and implementing a financial plan designed to grow with you on every step of your wealth journey.

  • Bill Concierge
  • Tax Preparation and Filing
  • Bespoke Financial Reporting
  • Human Capital Services
  • Foundation Administration
  • High Touch Comprehensive Advisory Services

Strategic Client Solutions

A comprehensive suite of solutions for holistic financial planning – for individuals and institutions.

  • Banking and Lending Services
  • Retirement Plan Products and Services
  • Insurance and Annuity Solutions

Trustee Services

Our comprehensive services cater to various trusts, including dynasty trusts, annual exclusion gift trusts, and revocable trusts. We offer general fiduciary oversight, day-to-day account management, comprehensive account reviews with our expert team, as well as assistance with implementing distributions and bill-pay services.

  • Sole Trustee
  • Successor Trustee
  • Co-Trustee
  • Agent for Trustee
  • Directed and Administrative Trustee

Philanthropic Advisory

We think not only about your needs for today and tomorrow, but about your passions and the life you want to lead, and the legacy you want to leave behind for yourself and your family.

  • Charitable Planning
  • Donor Advised Funds vs. Private Foundations
  • Multigenerational Engagement

Lifestyle Advisory

Through our curated Rockefeller Lifestyle Advisory partners, we provide our clients with access to exclusive experiences, and concierge services so you can focus on the people and passions that matter most to you.

  • Once in a Lifetime Experiences
  • Unique Travel Experiences
  • Purpose-Driven Wine Platform
  • Cyber Security
  • Private Health Advisory
  • Personal Security
  • Virtual Specialty Care
  • Elder Care
  • Emergency Travel Services
  • Next Gen and Career Transition Advisory
  • Art Advisory
  • Private Aviation

Entrepreneurs & Business Owners

As a business owner, your financial needs sometimes go beyond what is available to the ordinary investor. Use the expertise and resources available to you to create a unique plan of action that takes into account all scenarios when it comes to your business.

Whether you are looking to invest your business’s 401k, create a Defined Benefits Plan, acquire new assets, or sell your business, we are there every step of the way to help from a financial, tax, and trust & estate perspective.

Meet Our Team

Each member of our diverse group brings unique experience and success as a trusted advisor on all matters of interest and concern to discerning clients and their families. Together, we combine a deep understanding of those matters with a commitment to results. Our clients know this team has no higher priority than helping them to achieve not just financial security but their life goals. 

Ed Moldaver

Founding Partner of Moldaver Lee Cohen Wealth Partners, Private Advisor, Managing Director

James J. Lee

Team Chief Operating Officer, Private Advisor, Managing Director

Steven Cohen, CEPA®

Certified Exit Planning Advisor, Private Advisor, Senior Vice President

Leonard Allen Marshall, Jr.

Outside Advisor to Moldaver Lee Cohen Wealth Partners

Michael C. Amato, CFP®

Team Head of Financial Planning, Senior Vice President

Scott Stewart, CFA®

Team Chief Investment Officer, Senior Vice President

Amanda Sass

Client Relationship Manager, Vice President

Mary Bennett

Team Chief Administrative Officer, Vice President

Michael Gamber

Senior Client Associate, Associate Vice President

Connor Smith

Client Associate, Analyst

Michael Anderson, CFA®, CAIA

Team Chief Investment Officer, Institutional Accounts, Senior Vice President

Jake Taylor

Client Associate, Associate Vice President

Matthew Martinez

Client Associate, Associate

Elaine M. Sillery

Private Advisor, Senior Vice President

A.J. Palkovich

Private Advisor, Senior Vice President 

Paul Fernandes

Client Relationship Manager, Vice President

Joseph Thrailkill

Private Advisor, Senior Vice President

Dana Allison

Client Associate, Analyst

Sherri Harris

Senior Administrative Assistant 

Andrea Reynolds

Senior Administrative Assistant

Jimmy C. Chang, CFA®

Chief Investment Officer, Rockefeller Global Family Office

Chloe Duanshi, CFA®

Head of Investment Research & Strategy

Rebecca Mineo

Head of Family Office Solutions

Jason Thompson

Chief Wealth Strategist

Jackie Klaber

Head of Direct and Co-Investments

Alex Petrone

Alex Petrone

Director of Fixed Income

James M. Beale

National Business Development Director

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