Based in New York, Moldaver reports to Mark Stevenson, Managing Director and Regional Manager for New York. The team, which includes Wayne Chrebet, former New York Jets player, comes to Barclays from the Global Wealth Management division of Morgan Stanley Smith Barney.
'We are very pleased to welcome this talented team of wealth management professionals to our firm', said Mitch Cox, Head of Wealth Management, Americas for Barclays. 'Our unique combination of custom wealth management, rich intellectual capital and direct access to the global resources of Barclays continues to attract top-performing advisors, as well as their clients, who seek a world-class platform'.
Edward Moldaver brings 25 years of diverse experience within wealth management. At Morgan Stanley Smith Barney, which he joined in 2008, he founded the Moldaver 80 Group, a team of six wealth management professionals providing investment, brokerage and banking services to high net worth individuals and families. During this period, Mr. Moldaver was ranked in Barron’s 2012 list of America’s Top 100 Financial Advisors1 and as Barron’s #1 financial advisor in the New Jersey list of Top 1000 Advisors 2012: State by State.2
Prior to Morgan Stanley Smith Barney, Moldaver was a Senior Managing Director at Bear Stearns’ Private Wealth Client Services Group for six years. He holds a B.S. degree in Economics and Finance from Widener University, and holds a Certified Investment Management AnalystSM (CIMA®) from the Wharton School at the University of Pennsylvania,3 and a Certified Portfolio Managers (CPM®) certification from Columbia University.4
Moldaver is the Treasurer and a member of the Board of Trustees of the Guardian Angels, a non-profit international volunteer organization, and was awarded the CyberAngel of the Year Internet Safety Award in 2007.
Wayne Chrebet, a former wide receiver with the New York Jets, joins Barclays as an Assistant Vice President. He worked with Moldaver at Morgan Stanley Smith Barney for four years serving high net worth and ultra high net worth individuals. Prior to joining the wealth management industry, Mr. Chrebet was with the National Football League and played eleven seasons for the New York Jets. He received the New York Newsday’s Jet of the Year, the Dennis Byrd Award for Most Inspirational Player, and the New York Jets Unsung Hero award, among others. Chrebet has also been involved with The Colleen Giblin Foundation, The United Way, The Boomer Esiason Foundation, The Starlight Foundation and the Make-A-Wish Foundation.
James J. Lee also joins as an Assistant Vice President. He previously worked with Moldaver at Morgan Stanley Smith Barney and Bear Stearns’ Private Wealth Client Services Group and brings with him 12 years of experience in portfolio management, including fixed income, equity, asset allocation strategies and monitoring clients’ financial plans.
With 13 offices across the U.S. including the Barclays Wealth Trustees (U.S.), NA., the Wealth and Investment Management division of Barclays provides comprehensive wealth management to high net worth individuals and families. The firm focuses on understanding its clients’ financial needs, personal aspirations and tolerance for risk in order to design and implement highly customized investment solutions.