For current perspectives on the businesses, investors, and the financial markets click here.

A passion for providing customized wealth management solutions
that endure for generations

The Moldaver Lee Group is dedicated to building and preserving wealth on behalf of the select families and institutions whose wealth we help manage. Rockefeller Capital Management affords our team the ability to be part of the firm’s storied infrastructure, while maintaining the integrity and the independent client-driven process of the team.

Recognizing that each family is unique, we approach every relationship using a disciplined and completely customized investment process to create a holistic and comprehensive investment plan.

Our diverse group of experienced professionals achieved success in business, and philanthropy against considerable obstacles. Coupling our deep understanding of issues and quantifiable results affords our clients a level of confidence that our team is dedicated to putting them on a path toward their life goals.



45 Rockefeller Plaza
5th Floor
New York, NY 10111

“As a client of The Moldaver Lee Group at Rockefeller, you will receive the full attention of a team dedicated to serving your financial needs; a group of battle tested professionals with extensive industry experience and distinctive skill sets, on one of the most storied platforms in the world.”

Ed Moldaver, Managing Director, Founding Partner of The Moldaver Lee Group, Private Wealth Advisor

The Moldaver Lee Group at Rockefeller Capital Management sits at the forefront of the Wealth Management Industry. We connect with our clients to seek out and provide the most valuable and suitable investment plans.


Managing Director, Founding Partner of The Moldaver Lee Group
Private Wealth Advisor
Biography +


Managing Director, Team Chief Operating Officer
Private Wealth Advisor


Vice President, Senior Relationship Manager & Head of Philanthropy


Vice President, Team Chief Administrative Officer


Senior Vice President, Team Head of Financial Planning


Senior Vice President, Advisor
Team Head of Trading


Senior Vice President, Team Chief Investment Officer


Associate Vice President, Senior Client Associate

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.

Portfolio Management & Optimization

We manage your complete financial ecosystem including tax & estate planning, insurance, retirement entities, and your investments.

Investment, Tax & Legal Advisor Coordination

We work with your Tax Advisor to manage your investments in a tax-efficient manner and coordinate with your Attorneys to help plan your estate, structure business transactions, and manage charitable donations.

Risk Management

We align your portfolio with your tolerance for risk and monitor your allocation for unexpected behavior in multiple market conditions.

Cash Management, Optimization, & Access

We handle all cash activity and cash equivalents including loans, banking products, and mortgages.

Ongoing Monitoring & Performance Analytics

We provide you with a high level of transparency through advanced analytics and regular meetings with our team.

merged with holistic advisory and family office services.
The Rockefeller difference is our unique combination of holistic and specialized services, designed to complement world-class wealth planning and advisory.
family office
  • Financial Accounting & Bookkeeping
  • Trust & Estate Planning
  • Tax Efficient Planning & Preparation
  • Family Legacy & Governance Advisory
  • Bill payment
  • Philanthropy advisory
  • Human Resources Services
  • Cash flow and liquidity planning
  • Next Gen Financial Education
  • Aggregated Reporting
strategic advisory

Rockefeller Capital Management provides strategic advice to ultra-high-net worth families, family offices, individuals and corporations. Families that own businesses or are interested in purchasing a business can come to Rockefeller Capital Management for thoughtful, tailored advice on whether to sell a business, sell a portion of a business, purchase a business or grow an existing business.
Rockefeller Capital Management also works with corporations seeking customized, innovative solutions and independent advice on strategic transactions. Our focus is to deliver exceptional results for our clients through flawless execution and to help clients achieve their strategic goals.

Rockefeller Capital Management provides securities activities and services through Rockefeller Financial LLC, its registered broker-dealer, member FINRA, SIPC.

• Differentiated, independent advice for entrepreneurs and business owners

• Execution across private and public companies owned or operated by our clients

• Mergers, acquisitions, divestitures, capital raises

• Real estate advisory

• Sports franchise advisory

asset management

Rockefeller Asset Management serves individuals, families and institutional investors whose focus on alpha generation requires an experiences partner with a demonstrable investment history. With more than 30 years of experience in global investing, we offer Equity and Fixed Income strategies whose performance over multiple market cycles is driven by a disciplined process and our collaborative culture.

Equity Strategies

  • We offer global, U.S., and non-U.S., thematic dedicated environmental, social and governance (“ESG”) equity strategies for institutions and individuals. A core differentiator of Rockefeller’s approach is our well established practice of constructively engaging shareholders in a way that drives long-term value creation across portfolios and improves ESG standards globally.

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.
life style advisory

Through a series of curated and vetted partners, we bring our clients and their families solution for lifestyle needs from everyday to the extraordinary.

Philanthropic Advisory
• Philanthropy experts provide a functional foundation to help you build and manage your charitable program.

Private Aviation
• A unique private aviation platform designed exclusively for Rockefeller Capital Management Clients.

Concierge Healthcare
• Proactive health and wellness support, travel/emergency contingency 24/7 and complete management of any health concern.

Personal Security
• A total security solution tailored to each client and location, assessing their needs and goals.

Emergency Travel Services
• The world’s leading organization providing medical, security, evacuation, travel risk and crisis management services.

Request an Introduction 

Please complete the form below. Fields marked with an asterisk (*) are required. You will be contacted shortly. We will not distribute any of your personal information that is submitted on our site. This includes your email address, postal address, phone number, and any other personal data.

preferred method of contact*

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Our Ideas
Tomorrow's News Today
Tomorrow's News Today
Anticipating 2022’s headlines
Constructive Engagement Series: Campaign to Protect Privacy and Secure Sensitive Data
Constructive Engagement Series: Campaign to Protect Privacy and Secure Sensitive Data
Our “Engagement to Protect Privacy and Secure Sensitive Data” campaign targeted portfolio companies where privacy and data security were identified as material ESG issues and where our research identified gaps in performance or disclosure compared to best practice.
Rockefeller Capital just reshuffled leadership within its global family office following the resignation of a longtime exec
Rockefeller Capital just reshuffled leadership within its global family office following the resignation of a longtime exec
Christopher Dupuy and Timothy O'Hara were named co-heads of Rockefeller's Global Family Office
Load More