CONNECT

Address:

3 Bryant Park, 3rd Floor
New York, NY 10036

Phone:

(877) 844-4968 toll-free

Fax/Other:

(212) 221-3580

Significant wealth can bring significant opportunities. We have long understood that, for our distinctive group of clients, helping to manage their wealth and the opportunities it creates can be anything but simple. We are a diverse group of experienced professionals who achieved success in business, sports, politics, and philanthropy against considerable obstacles. Coupling 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 towards life goals.

Our team of ten professionals, led by 25-year industry veteran Ed Moldaver, provides clients with the ideas, execution, and infrastructure imperative for helping to manage wealth properly.

 

Click on the associate's photo to view their biography.

 

Ed Moldaver | Financial Advisor | Moldaver Paterson & Lee Group of Stifel | New York City, New York

Ed Moldaver
Managing Director/Investments
Founding Partner

David A. Paterson | Financial Advisor | Moldaver Paterson & Lee Group of Stifel | New York City, New York

David A. Paterson
Director/Investments

James J. Lee | Financial Advisor | Moldaver Paterson & Lee Group of Stifel | New York City, New York

James J. Lee
Director/Investments

Roger Saks | Financial Advisor | Moldaver Paterson & Lee Group of Stifel | New York City, New York

Roger Saks
Managing Director/Investments

J.P. Bartolomeo Vice President/Investments | Moldaver Paterson & Lee Group of Stifel | New York City, New York

J.P. Bartolomeo
Vice President/Investments

Mary Sliwa | Assistant Vice President/Client Service | Moldaver Paterson & Lee Group of Stifel | New York City, New York

Michael Amato, CFP®
Associate Vice President/Investments

Mary Sliwa | Assistant Vice President/Client Service | Moldaver Paterson & Lee Group of Stifel | New York City, New York

Mary Sliwa
Vice President/Client Service

Scott Stewart CFA | Assistant Vice President/Client Services | Moldaver Paterson & Lee Group | Stifel | New York, New York

Scott Stewart, CFA
Assistant Vice President/Client Service

Michael White | Registered Client Service Associate | Moldaver Paterson & Lee Group | Stifel | New York, New York

Michael White
Registered Client Service Associate

Mary Bennett | Registered Client Service Associate | Moldaver Paterson & Lee Group of Stifel | New York City, New York

Mary Bennett
Registered Client Service Associate