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Rockefeller Capital Management affords our team an ability to be part of the firm’s storied infrastructure while maintaining the integrity and independent client-focus of our financial advisory approach As a client, you'll have access to all that Rockefeller has to offer – from wealth advisory and family office services to uncommon investment opportunities and the unique offerings of our lifestyle advisory program.

Part of a family legacy

Your trusted advisors in navigating the complexities of families and wealth

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The Moldaver Lee Group is dedicated to building and preserving wealth on behalf of the select families and institutions whose wealth we help manage.

45 Rockefeller Plaza Floor 5 New York, New York, 10111

Our Services

At Rockefeller, every offering leads to the client. Our firm stands apart by virtue of having been entrusted with the legacies of some of the world's most successful entrepreneurs, innovators, visionaries – and their families. Rockefeller and its clients tend to view wealth not as a prize, but as potential. Our seasoned financial advisors and the accomplished professionals supporting them seamlessly integrate wealth management, asset management, global family office, strategic and lifestyle advisory services on behalf of ultra- and high-net-worth investors and families, as well as discerning corporations, foundations, and endowments.

Client Associate, Analyst

Connor Smith

Senior Client Associate, Associate Vice President

Michael Gamber

Team Chief Investment Officer, Senior Vice President

Scott Stewart

Team Head of Financial Planning, Senior Vice President

Michael Amato

Team Chief Administrative Officer, Vice President

Mary Bennett

Team Chief Operating Officer, Private Advisor, Managing Director

James J. Lee

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

Ed Moldaver

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.

Our Experts

Our TEam

"Our top priority is ensuring that our clients understand their financial future is in the hands of investment professionals who all have a unique wealth management knowledge base."

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

"Our team works with clients to identify and define their financial goals and then curates a personalized investment plan to achieve them."

James J. Lee, Managing Director, Team Chief Operating Officer, Private Advisor

"The Rockefeller platform allows us to express an unconstrained view on the world through unique investment opportunities, providing our clients a more powerful experience”

Steven Cohen, CEPA® , Certified Exit Planning Advisor, Private Advisor, Senior Vice President

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, and 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. 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.

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

212-549-5190

EMoldaver@rockco.com

Ed Moldaver

Our Services

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212-549-5199

Asset Management & Strategic Advisory

In serving generations of the Rockefeller family and institutional investors, we have developed a suite of complementary and interconnected services designed to identify and present extraordinary opportunities for asset preservation, growth, and, wherever helpful, business development.

Asset Management & Strategic Advisory

Rockefeller Global Family Office Services

Investment Advisory Wealth Strategy Family Office Solutions Strategic Client Solutions Trustee Services and Estate Planning Philanthropic Advisory Lifestyle Advisory

Rockefeller Global Family Office Services

Wealth Advisory Services

Customized Investment Strategy Design Portfolio Management & Optimization Investment, Tax, & Legal Advisor Coordination Risk Management Cash Management, Optimization, & Access Ongoing Monitoring & Performance Analytics Fiduciary Services

Wealth Advisory Services

Our Services

"The Rockefeller platform allows us to express an unconstrained view on the world through unique investment opportunities, providing our clients a more powerful experience."

Steven Cohen, CEPA® , Certified Exit Planning Advisor, Private Advisor, Senior Vice President

James J. Lee, Team Chief Operating Officer, Private Advisor, Managing Director

"Our team works with clients to identify and define their financial goals and then curates a personalized investment plan to achieve them."

"Our top priority is ensuring that our clients understand their financial future is in the hands of investment professionals who all have a unique wealth management knowledge base."

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

Head of Family Office Solutions

Rebecca Mineo

Chief Investment Officer, Rockefeller Global Family Office

Jimmy C. Chang, CFA®

Head of Investment Research & Strategies, Rockefeller Global Family Office

Chloe Duanshi, CFA®

Chief Wealth Strategist

Jason Thompson

From distinguished leadership, best-in-class advisors, accomplished market experts, and exceptional specialists, our mission is to serve you and your family. We serve as trusted advisors, confidantes, and counselors, helping you navigate toward your goals regardless of global market or geopolitical conditions.

Team Chief Investment Officer, Senior Vice President

Scott Stewart, CFA®

Team Head of Financial Planning, Senior Vice President

Michael Amato, CFP®

Team Chief Administrative Officer, Vice President

Mary Bennett

Team Chief Operating Officer, Private Advisor, Managing Director

James J. Lee

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

Ed Moldaver

Our TEam

Our Experts

Our TEam

Part of a family legacy

Your trusted advisors in navigating the complexities of families and wealth

Moldaver Lee Cohen Wealth Partners is dedicated to building and preserving wealth on behalf of our discerning clients, their families and businesses.

Let's Talk >

45 Rockefeller Plaza Floor 5 New York, New York, 10111 212-549-5199

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Our Services

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*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, “Logical Investing” and “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 Forbe's 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.

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Ed Moldaver: "God Bless America"

Barron's - November 8, 2019

Forbes Best In State Wealth Advisors Methodology 2020

Forbes - January 16, 2020

Client Login

* Jimmy was named to Forbes’ Best-In-State Wealth Advisors list (NY) in 2019 and 2020. He attended Binghamton University and is Series 7, 63, and 65 licensed. When not serving clients, Jimmy calls Mahwah, New Jersey home with his wife and their two children. * The Forbe's rankings discussed above were designated in 2020 and 2019 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.

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Jimmy brings over 20 years of experience delivering holistic wealth management and customized financial advisory services to high-net-worth individuals, family offices, institutions, and non-profit organizations. Jimmy leverages Rockefeller Capital Management’s broad resources and intellectual capital for the group’s clients in order to provide strategies geared to their complex needs, including investment planning, issues surrounding estate planning, wealth protection, and charitable giving. He facilitates all aspects of clients’ wealth management, offering tactical allocation strategies across all asset classes, including cash, fixed income securities, equities, and alternative investments. Jimmy joined Rockefeller Capital Management in May 2020. Prior to this, he spent over four years at Stifel, joining in 2015 through its acquisition of Barclays Wealth and Investment Management, Americas, where he spent three years. Prior to that, he spent nearly five years at Morgan Stanley in its Global Wealth Management Group and seven years at Bear Stearns in its Private Client Services Group. Since 2000, Jimmy has spent his entire career working alongside his mentor, partner, and group founder, Ed Moldaver. Together, they bring a synergy and commitment to complement their deep understanding of their clients.

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James J. Lee

JJLee@rockco.com

212-549-5191

Team Chief Operating Officer, Private Advisor, Managing Director

Mary is Team Chief Administrative Officer for the Moldaver Lee Wealth Partners at Rockefeller Capital Management, which she joined in May 2020. Prior to Rockefeller, Mary spent over four years at Stifel, joining in in 2015, and has been a key member of Ed Moldaver’s group since 2008. She spent three years at Barclays with the team and, prior to that, six years at Morgan Stanley in the same role. Before joining Morgan Stanley, Mary spent more than 20 years serving national strategic accounts as an account executive in sales and marketing. Her experience working with CEOs and C-Suite executives has been pivotal to her success in all phases of client service and in cultivating new client relationships. Mary currently holds Series 7, 66, 31, and life, health, and variable insurance licenses. She graduated from University of Buffalo and currently resides in Shrewsbury, New Jersey, with her husband and has two children.

Mary Bennett

MBennett@rockco.com

212-549-5196

Team Chief Administrative Officer, Vice President

Ed Moldaver on Fox Business

Fox Business - September 22, 2018

In the News

Ed Moldaver on Fox Business

Fox Business - September 18, 2022

In the News

Mike resides in Bergen County, New Jersey, with his wife and their two children. When not playing golf or enjoying the outdoors, Mike enjoys spending time with his family and friends.

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Mike is the Team Head of Financial Planning for the Moldaver Lee Cohen Wealth Partners at the Rockefeller Global Family Office. For more than 28 years, Mike has served as a trusted financial advisor to high-net-worth individuals, executives, and financial professionals. Mike uses a process-based approach to develop investment plans tailored to each client’s unique needs. These customized plans encompass a number of wealth management strategies, including tactical asset allocation based on the client’s time horizon and tolerance for risk. Mike’s plans also incorporate behavioral finance concepts in order to help his clients make rational investment decisions based on logic, not emotion. Mike joined Rockefeller in May 2020. Prior to Rockefeller, Michael spent over four years working at Stifel, joining in 2015 through its acquisition of Barclays Wealth and Investment Management, Americas, where he spent seven years. Prior to that, he spent more than 18 years in the Private Client Services Group at Lehman Brothers. Mike graduated from Rutgers University with a Bachelor of Arts in Economics. He has held the Certified Financial Planner™ (CFP®) certification since 1998, and also holds Series 7, 63, and 65 securities licenses.

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Michael Amato, CFP®

MCAmato@rockco.com

212-549-5193

Team Head of Financial Planning, Senior Vice President

Scott Stewart, CFA®

SStewart@rockco.com

212-549-5195

Team Chief Investment Officer, Senior Vice President

Scott is the Team Chief Investment Officer for the Moldaver Lee Cohen Wealth Partners at the Rockefeller Global Family Office, which he joined in May 2020. Prior to Rockefeller, Scott worked at Stifel, where he assisted the team in advising high net-worth individuals and families through customized investment planning and wealth management strategies. He began his career in 2008 with Deutsche Bank in New York City, where he was directly responsible for maintaining and developing relationships with the firm’s global hedge fund clientele. Scott is a Chartered Financial Analyst® (CFA®) Charterholder. He earned a Bachelor of Science in Finance from The University of Florida and holds Series 7 and 66 licenses. He is a member of the CFA Institute and the New York Society of Security Analysts. Scott lives on Long Island with his wife, 2 kids, and dog. When not devoting his spare time to the many charitable causes he is passionate about, he enjoys golfing and boating in the summer, and skiing in the winter.

Michael joined Rockefeller Capital Management and the Moldaver Lee Wealth Partners in July 2020 bringing multiple years of experience from his time at Stifel, Morgan Stanley and Wells Fargo Advisors. Michael prides himself on providing proactive and first-class service by addressing each client’s unique priorities and needs relating to their accounts. Michael graduated from Fordham University’s Gabelli School of Business, where he earned a Bachelor of Science degree in Finance. He also holds the Series 7, General Securities Representative and Series 66, Investment Advisor Representative licenses. Michael currently lives in Manhattan and grew up in Garden City on Long Island. Away from the office, he is a member of the National Eagle Scouts Association, a board member of the Chaminade High School Torch Fund, and a member of the Chaminade High School Wall Street Association. When he’s not working with clients, Michael enjoys travel, photography, golfing, tennis, volunteering, and rooting for the New York Yankees.

Michael Gamber

MGamber@rockco.com

212-549-5155

Senior Client Associate, Associate Vice President

Connor joined the Moldaver Lee Wealth Partners at Rockefeller Capital Management in June 2022 after graduating from the University of Notre Dame with a Bachelor’s Degree in Business Technology and a specialization in information technology, analytics, and operations. Connor works with his team to focus on all levels of wealth management to offer the firm’s clients specialized strategies for all asset classes, including cash, fixed income securities, equities, and alternative investments. He is committed to bringing a young, creative, and energetic approach to his clients now and in the future. Connor previously spent the Summer of 2021 with Rockefeller Capital Management on the Northeast Operations team focusing on on-boarding, integration, and data analytics of Rockefeller’s teams. Before Rockefeller, he worked with private equity firm Wellspring Capital Management where he conducted research, built LBO models, and assisted in preparing investment committee memorandums. Connor grew up in Northern New Jersey and currently lives in Manhattan. He is passionate about Notre Dame, water polo, music, podcasts and skiing.

Connor Smith

CMSmith@rockco.com

212-549-5231

Client Associate, Analyst

Jason R. Thompson is the Chief Wealth Strategist at Rockefeller Capital Management. Prior to joining Rockefeller Capital, Jason worked at Wells Fargo Private Bank in both the Philadelphia and Los Angeles offices. He started his career at PwC in their National Tax Services office in Washington, D.C. Jason has spent his career advising a select group of wealthy families on estate and gift taxes, philanthropy, business transition, and wealth preservation. Jason earned his B.A. in Political Science from DePaul University, J.D. from Syracuse University College of Law, and LL.M. in Tax from Villanova University School of Law. His memberships include the Philadelphia Estate Planning Council, United States Tax Court, and American Bar Association.

Jason Thompson

Chief Wealth Strategist

Chloe Duanshi is a Managing Director and the Head of Investment Research & Strategy for the Rockefeller Global Family Office. She is a member of the firm’s Management Committee. As the Head of Investment Research & Strategy, Chloe is responsible for developing a broad capital market outlook across asset classes as well as designing strategic and tactical asset allocation guidance for the Rockefeller Global Family Office. Chloe is also focused on working with clients to construct bespoke, institutional-caliber portfolios with traditional and alternative investment solutions, utilizing proprietary portfolio construction techniques that seek to identify and capture a diversified collection of unique, fundamental return drivers. Before joining Rockefeller, Chloe was a cross-asset strategist at Morgan Stanley, where she specialized in asset allocation and portfolio construction for ultra-high-net-worth individuals, single family offices, endowments, and foundations. Prior to that, Chloe spent a number of years at BNP Paribas in equities and commodities derivatives. Chloe received her B.S. degree, magna cum laude, from the Sibley School of Mechanical & Aerospace Engineering at Cornell University and M.A. degree in Mathematics from Columbia University. Chloe is a CFA® charterholder.

Head of Investment Research and Strategy, Rockefeller Global Family Office

Chloe Duanshi, CFA®

Jimmy C. Chang, CFA®, is the Chief Investment Officer of the Rockefeller Global Family Office. He is a member of the firm’s Management Committee and is a Chartered Financial Analyst®. Jimmy has spent more than 18 years with Rockefeller. Prior to becoming the Chief Investment Officer in 2020, Jimmy was the Chief Investment Strategist and a Senior Portfolio Manager at Rockefeller Asset Management, where he co-managed several equity strategies and had oversight of the Fixed Income group. Before joining Rockefeller in 2004, Jimmy was a Senior Vice President, Chief Technology Strategist, and Senior Technology Analyst at the U.S. Trust Company of New York, where he led technology equity research and co-managed a technology fund. He previously served as a Senior Marketing Representative and an Advisory Systems Engineer at International Business Machines Corporation (IBM) from 1985 to 1994, where he was responsible for client relationship management, business volume, and profit attainments at major international financial services and banking accounts. Jimmy earned an M.B.A. in Finance/International Business from New York University and a B.S. (summa cum laude) in Electrical Engineering from The Cooper Union. He is a member of the Tau Beta Pi National Engineering Honor Society. He serves on the Investment Committee of the Foundation for Contemporary Arts.

Chief Investment Officer, Rockefeller Global Family Office

Jimmy Chang, CFA®

Rebecca Mineo is the Head of the Family Office Solutions at Rockefeller Capital Management. She is based out of the New York office and works closely with the Rockefeller Global Family Office Advisors to provide Ultra High Net Worth Clients with on going wealth planning Services. Prior to becoming the Head of Family Office Solutions, Rebecca was the Senior Vice President of Advisor Acquisition & Product Strategy for four years. Before joining Rockefeller Capital Management in August of 2018, she was the Assistant Vice President of Relationship Management and Transition Services for Dynasty Financial Partners. During her tenure at Dynasty, Rebecca was responsible for leading Financial Advisors from their existing positions and launching them into their own Registered Investment Advisory firm. Rebecca has worked with over 60 Private Wealth Management teams across the United States within the past seven years. Rebecca earned her B.A. in Art History from Rutgers University. She is an avid member and volunteer of Bottomless Closet in New York City.

Head of Family Office Solutions, Rockefeller Global Family Office

Rebecca Mineo

Chief Wealth Strategist

Jason Thompson

Head of Quantitative Research & Portfolio Construction

Chloe Duanshi, CFA®

Chief Investment Officer, Rockefeller Global Family Office

Jimmy C. Chang, CFA®

Head of Family Office Solutions

Rebecca Mineo

Ed Moldaver, Bestselling Author, Named Barron's Top 100

Authority Presswire - May, 2, 2017

Ed Moldaver on Yahoo Finance

Yahoo Finance - December 7, 2020

Ed Moldaver, Business Student to Forbes Ranked Top Wealth Advisor

Widener University - April 8, 2021

American Dream: Ed Moldaver Interview with Industry Magazine

Industry Magazine - January 29, 2021

Ed Moldaver on Yahoo Finance

Yahoo Finance - December 7, 2020

Ed Moldaver, Business Student to Forbes Ranked Top Wealth Advisor

Widener University - April 8, 2021

Ed Moldaver, Bestselling Author, Named Barron's Top 100

Authority Presswire - May 2, 2017

American Dream: Ed Moldaver Interview with Industry Magazine

Industry Magazine - January 29, 2021

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.

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Power Move - Opportunity in the Fixed Income Market

Industry Magazine - February 1, 2023

Power Move - Opportunity in the Fixed Income Market

Industry Magazine - February 1, 2023

Client Associate, Analyst

Connor Smith

Senior Client Associate, Associate Vice President

Michael Gamber

Client Relationship Manager Vice President

Christopher Tieland

Client Relationship Manager, Vice President

Amanda Sass

Certified Exit Planning Advisor, Private Advisor, Senior Vice President

Steven Cohen, CEPA®

Client Relationship Manager, Vice President

Christopher Tieland

Client Relationship Manager, Vice President

Amanda Sass

Certified Exit Planning Advisor, Private Advisor, Senior Vice President

Steven Cohen, CEPA

Steven Cohen, CEPA®

SCohen@rockco.com

212-549-5141

Certified Exit Planning Advisor, Private Advisor, Senior Vice President

Amanda is a Client Relationship Manager and Vice President at Rockefeller Capital Management, joining the firm in November 2019 with over 8 years of industry experience. Amanda focuses on maintaining Moldaver Lee Cohen Wealth Partners' business strategies with a concentration on financial planning, reporting, marketing and client service. In her previous role with Morgan Stanley she was designated as a Financial Planning Specialist. As someone who interfaces with clients on a daily basis, she is dedicated to providing an enjoyable service experience for existing and prospective clients. She graduated with a degree in finance from Miami University.

Amanda Sass

ASass@rockco.com

212-549-5142

Client Relationship Manager, Vice President

Christopher (Chris) Tieland is a Client Relationship Manager and Vice President at Rockefeller Capital Management, joining the firm in November 2019. Chris graduated from The Ohio State University in 1996 and has been in the financial services industry for over 20 years. Chris’ responsibilities for The Zweig Group include investment analysis, trading, sourcing and distribution investment research and leading client service initiatives. He also holds the FINRA Series 7, 66, 9 & 10 licenses. He and his wife Kelly are actively involved in their community where they served as foster parents before retiring after their last adoption.

Christopher Tieland

CTieland@rockco.com

212-549-5143

Client Relationship Manager, Vice President

Steven has more than 25 years of investment and advisory experience. As a Private Advisor and Senior Vice President within the Rockefeller Global Family Office, his responsibilities include business development, managing client relationships and investment strategy. He specializes in guiding executives and directors of private entities transitioning to the public markets through stock option analysis, comprehensive estate planning and efficient income tax planning. As a Certified Exit Planning Advisor (CEPA®), Steven has extensive expertise in helping entrepreneurs and affluent families navigate liquidity events such as buy-outs, M&A, and other transactions by implementing personal financial plans and strategies that maximize value. Prior to joining Rockefeller Capital Management in 2019, he was a Wealth Advisor and portfolio manager at Morgan Stanley. He also spent 15 years as a portfolio manager at a number of successful global hedge funds with a focus on Technology, Media, and Telecommunication (TMT) sectors. Steven’s career started as an options trader on the Coffee, Sugar, Cocoa Exchange back in 1999. Steven is a licensed securities, mortgage, and insurance broker. He graduated from the University of Pennsylvania, where he was a member of the Men’s Division 1 Soccer Team as well as a High School Umbro All-American athlete. He now lives in Westchester, NY with his wife and 2 children.