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Ed has over 30 years of extensive experience advising and managing high-net-worth families, entrepreneurs, and middle-market business owners. Ed joined Rockefeller Capital Management in May From to April of Ed and his team serviced their Clients at Barclays and then Stifel through its acquisition of Barclays.
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. Ed earned a Bachelor of Science degree from Widener University. He supports and volunteers his time with dozens of non-profits and various community activities in his hometown of Colts Neck, New Jersey, where he lives with his wife and their three children.
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. 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. Scott lives in lower Manhattan with his wife and family.
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. For more than 28 years, Mike has served as a trusted financial advisor to high-net-worth individuals, executives, and financial professionals. Mike joined Rockefeller in May Prior to Rockefeller, Michael spent over four years working at Stifel, joining in through its acquisition of Barclays Wealth and Investment Management, Americas, where he spent seven years.
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. 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 joined Rockefeller Capital Management in May Prior to this, he spent over four years at Stifel, joining in through its acquisition of Barclays Wealth and Investment Management, Americas, where he spent three years. Since , 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.
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. A passion for providing customized wealth management solutions that endure for generations. Our Team. Our Services. Contact Us. We connect with our clients to seek out and provide the most valuable and suitable investment plans.
Request a Meeting. A leading private wealth practice…. Customized Investment Strategy Design We diagnose and evaluate your financial situation and design a tailored investment strategy for you, combining long-term goals and near-term opportunities. Risk Management We align your portfolio with your tolerance for risk and monitor your allocation for unexpected behavior in multiple market conditions. The Rockefeller difference is our unique combination of holistic and specialized services, designed to complement world-class wealth planning and advisory.
Equity Strategies We offer global, U. Fixed Income Strategies We offer a range of tax-exempt and taxable fixed income strategies, serving high-net worth and family office clients. Our fixed income investment process employs an analysis of macro-economic conditions complemented by fundamental credit research set within a sophisticated risk management and portfolio construction framework. Meet Our Team. Request an Introduction. James J. Our Ideas. Trending Now: Election - Jim Messina.
Trending Now: Election - George H. Walker IV. Surging Waves. Broken Records. Inside Emerging Markets. Trending Now: Election - Charles Myers. State of Affairs. Emission Omission. Rockefeller Insights. Around the Markets: Bad Education. Jason Kelly.
In Focus: All that glitters A Shot in the Arm for Value Investing. COVID vaccines could be the catalyst. Fallen Leaders. Rising public intervention; Greenback singing the blues. Shenzhou Case Study. Around the Markets: Curb Your Enthusiasm. In Focus: Looking back to look ahead.
James "Jim" McNerney. Cultural Revolutions. Hong Kong the new flash point; winds of change across America. Around the Markets: Uncertainty Creates Opportunities. Cecilia A. Discussing the Path Forward. Perspectives on Preparing for the Fall.
Eye of the Storm. Amazon Case Study. Collaborating Towards Excellence. A Conversation with Dr. The Great Decoupling. Where Do We Go from Here? Our Chief Investment Officer David Harris examines the impact of the coronavirus on economies and markets and takes a look at how they can progress from their current states.
Around the Markets. The Great Lockdown. Darkest Before Dawn. Exploring the Implications of the Coronavirus in Real Time. Fleming, on Capital Allocators with Ted Seides, where he discussed, among other things, how he led organizations, persevered and importantly what he learned during the global financial crisis.
The conversation also covers the Rockefeller Capital Management business and strategy, with a focus on the structure of the business and our expertise in ESG investing. Rude Awakening. Corporate Social Responsibility. Business and capital can work to benefit society, promote a healthy, growing economy, and be a positive influence in the world.
Stealth Assassins. Augmented Reality. In , the group acquired First Empire Holding Corp. As of [update] , Stifel Financial Corp. Stifel provides both equity and fixed income research. It is the largest provider of US equity research.
The S. From Wikipedia, the free encyclopedia. American investment bank. For the Renaissance mathematician, see Michael Stifel. Retrieved Financial Times. London: Financial Times. Retrieved 16 May Retrieved 9 June PE Hub. Kruszewski - Board of Directors - Investor Relations". Google Finance Yahoo!
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