Rockefeller Capital Management added a seven-person private wealth management team in New York City that produced between $11M over the past year and oversaw about $2 billion of assets at Stifel Nicolaus. The team is led by Ed Moldaver. Moldaver’s senior partner, James J. “Jimmy” Lee were among the top producers at St. Louis-based Stifel.
The team is the 12th to join Rockefeller Capital’s private wealth group this year, and bring its total number of financial advisors to just over 50 in offices in New York, Atlanta, San Francisco, Los Angeles and suburban Philadelphia.
With an anchor investment from the Rockefeller Family and $550M from Viking Capital, together, they have launched an open architecture national PWM platform, with very sophisticated Family Offices Services, Global Traditional and Alternative Investment Management Solutions, and Investment Banking Capabilities. They intend to acquire some of the most reputable and largest 250 advisor/teams nationally offering top dollar economic packages.
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As the Editor of The Gershman Group, a boutique financial services consulting firm, TGG brings expertise in financial analysis, strategic planning, and market research. With a keen eye for detail and a passion for helping businesses navigate complex financial landscapes, TGG delivers insightful, high-quality content to empower informed decisions. Backed by years of industry experience, TGG makes complex topics accessible through clear and compelling communication, shaping the firm’s thought leadership and commitment to excellence in financial services.
