Wealth and Investment Management – New York team
Ed has extensive experience helping ultra high net worth individuals and families, especially small and mid-sized business owners, as well as small corporations and institutions manage their wealth. Through the global breadth of Barclays, Ed offers access to investment planning; wealth enhancement, transfer and protection; charitable gifting and personal and business lending.
Prior to joining Barclays in August 2012, Ed was a Managing Director at Morgan Stanley Smith Barney for over four years where he founded the Moldaver 80 Group, a wealth management and financial planning team. While at Morgan Stanley Smith Barney, Ed was ranked on Barron’s 2012 list of the “Top 100 Financial Advisors”1 and as the #1 financial advisor in New Jersey in the magazine’s 2012 list of “Top 1000 Advisors: State by State.”2 He has also ranked in the top 10 financial advisors in New Jersey on the “Top 1000 Advisors” list in 2010 and 2011.3
Prior to Morgan Stanley Smith Barney, Ed helped high net worth clients in Bear Stearns’ Private Client Services Group manage their wealth. During his six years at Bear Stearns, he rose to become a Senior Managing Director in one year, distinguishing himself as one of the youngest of the group’s staff to earn the title. Ed emigrated to the US in 1978 from Kiev, USSR (now in the Ukraine). He began his career in finance as a runner in the New York Mercantile commodities pits at the World Trade Center, a job he held while attending college.
Ed has completed his Certified Portfolio Manager® (CPM®) certification sponsored by the Academy of Certified Portfolio Managers® (ACPM®) and Columbia University and a BS from Widener University. He is a board member of the Academy of Certified Portfolio Managers (ACPM). Actively involved in his local community, he serves as Treasurer and a member of the Board of Trustees of the Guardian Angels and was awarded the CyberAngel of the Year Internet Safety Award in 2007 by Mayor Bloomberg and Curtis Sliwa. Ed is also a Partner in Education with the NYC Mentoring Program of the NYC Public School System. He volunteers as a coach for youth football.
Ed lives in Colts Neck, NJ with his wife Eve and three children.
Ed Moldaver holds the following registrations:
Wayne leverages the resources and intellectual capital of Barclays to help meet the specific investment and advanced planning goals of his clients. His clients are generally individuals who have a similar competitiveness and drive. These individuals are typically highly successful, ultra-driven, business owners. They exhibit the same traits that made Wayne successful in the NFL, loyalty and the desire to compete at the highest level.
Wayne joined Barclays in 2012 from Morgan Stanley Smith Barney where he worked with Ed Moldaver since 2008. Previously, he played for the National Football League’s (NFL) New York Jets for 11 seasons. During his tenure with the Jets, he set the NFL record for the most receptions by a wide receiver in his first two seasons. In 2000, Sports Illustrated dubbed Mr. Chrebet’s career history as “one of the greatest rags to riches stories in the history of professional sports.”
Wayne received numerous awards including New York Newsday’s “Jet of the Year,” the Dennis Byrd Award for “Most Inspirational Player,” the New York Jets “Unsung Hero” Award, the Thurman Munson Award for outstanding efforts on and off the field and in serving the community and the Ed Block Courage Award. He has been involved with the Colleen Giblin Foundation, the United Way, the Boomer Esiason Foundation, the Starlight Foundation and the Make-A-Wish Foundation.
Wayne holds Series 7, 66 and 31 licenses.
Wayne resides in Colts Neck, NJ with his wife Amy and three children.
Wayne Chrebet holds the following registrations:
Jimmy leverages the resources and intellectual capital of Barclays to help manage wealth for the team’s high net worth and institutional clients and facilitates all aspects of clients’ portfolio management, including fixed income, equity, asset allocation strategies and monitoring all client financial plans.
Jimmy joined Barclays in 2012 from Morgan Stanley Smith Barney. Prior to Morgan Stanley Smith Barney, he worked at Bear Stearns in its Private Client Services Group. Jimmy has worked with Ed Moldaver consistently since his time at Bear Stearns, bringing with him 12 years of experience.
Jimmy holds Series 7, 63 and 65 licenses. He attended Binghamton University and is currently enrolled in the College for Financial Planning’s CFP program.
Jimmy resides in Atlantic Highlands, NJ with his wife and daughter.
Jimmy Lee holds the following registrations:
Mark is responsible for helping high net worth clients manage their wealth as well as trading executions and helping manage the equity syndicate strategy for the team’s client base.
Mark joined Barclays in 2012 from Morgan Stanley Smith Barney where he assisted high net worth individuals and families in managing their wealth for the Moldaver 80 Group. Mark previously worked on the trading floor at the New York Stock Exchange, where he managed the daily institutional order flow for several investment banks and hedge funds. Additionally, Mark was the daily contact person responsible for maintaining these relationships. Mark started his career as a financial advisor in the early 1990’s for PaineWebber, where he began to learn and focus on technical analysis--the study of charts and patterns to determine price trends in both individual equities and broad markets.
Mark graduated from Rowan University with a B.S. degree in Business Administration with an emphasis on Finance and holds Series 7 and 66 licenses.
Mark resides in Highland Park, NJ with his son.
Mark O’Shea holds the following registrations:
Michael is responsible for modeling and stress testing customized investment portfolios, helping manage fixed income and equity strategies and providing advisory and execution for his team’s client base. He also acts as a point of contact and liaison between his team and the various groups within the organization.
Michael joined Barclays in September 2010. He was previously a financial advisor at UBS International where he focused on Latin American, European, and Asian clientele. He has been helping high net worth individuals, corporate plans and small to mid-sized institutions manage their wealth since 2007. Michael lived and worked in Switzerland and France for nine years and is fluent in Spanish, French, German and Swiss German.
Michael holds a B.B.A. in Finance and a minor in German from Southern Methodist University in Dallas, Texas and Series 7, 66 and 3 licenses.
Michael A. von Borsig, CFA holds the following registrations:
Charter Financial Analyst Institute owns the CFA designation, which it awards to individuals who successfully complete rigorous certification requirements.
Mary draws on over 25 years of experience as a leading executive in the corporate media arena and as the COO of the Guardian Angels to guide the team on the complex issues surrounding philanthropy and endowment that affect high net worth clients. In addition, Mary coordinates strategic relationships through her vast personal and business networks of executives, philanthropists, politicians and media figures.
Mary joined Barclays in 2012 from Morgan Stanley Smith Barney where she worked with Ed Moldaver. Prior to joining Ed’s team, Mary led the Guardian Angels in her role as Chief Operating Officer and Executive Director responsible for developing the board, all marketing, public relations, fundraising, sales development and political outreach. For over 13 years, Mary led the organization’s evolution from a respected New York City community safety patrol group into an internationally well-recognized service organization with chapters worldwide.
Mary earned a Psi Chi Certificate of Recognition in psychology from Fordham University, a graduate certificate from the Wharton School of the University of Pennsylvania, a graduate certificate in media and public relations from the Sterling Institute and her BA degree in Special Education for Multiply Handicapped Children from William Paterson University.
Mary leverages the resources and intellectual capital of Barclays to assist the team as they help manage wealth for their high net worth and institutional clients.
Mary joined Barclays in 2012 from Morgan Stanley Smith Barney where she worked with Ed Moldaver‘s team for four years. Prior to Morgan Stanley Smith Barney, Mary spent over 25 years in consumer market sales where she consistently grew revenue by developing and maintaining strong client relationships with CEOs and corporate executives.
Mary holds Series 7, 31 and 66 licenses and a BS in Business Administration from the University of Buffalo.
Mary resides in Shrewsbury, NJ with her husband and two children.
Mary Bennett holds the following registrations:
1 Barron’s “Top 100 Financial Advisors,” April 16, 2012, Barron’s bases the “Top 100” rankings on qualitative criteria: professionals with a minimum of seven years financial services experience, acceptable compliance records, client retention reports, customer satisfaction, and more. Financial Advisors are quantitatively ranked based on varying types of revenues and assets advised by the financial professional with weightings associated for each. Because individual client portfolio performance varies and is typically unaudited, this ranking focuses on customer satisfaction and quality of advice. For more information on rating methodology, go to http://online.barrons.com/report/top-financial-advisors or contact Barron’s Associate Editor, Matt Barthel, at email@example.com.
2 Barron's “Top 1,000 Advisors,” February 20, 2012, as identified by Barron's magazine, using quantitative and qualitative criteria and selected from a pool of over 4,000 nominations. Advisors in the “Top 1,000 Financial Advisors” have a minimum of seven years of financial services experience. Qualitative factors include, but are not limited to, compliance record, interviews with senior management, and philanthropic work. Investment performance is not a criterion.
3. Barron’s “Top 1,000 Advisors,” February 21, 2011; Barron’s “Top 1,000 Advisors,”February 22, 2010, as identified by Barron's magazine, using quantitative and qualitative criteria and selected from a pool of over 4,000 nominations. Advisors in the “Top 1,000 Financial Advisors” have a minimum of seven years of financial services experience. Qualitative factors include, but are not limited to, compliance record, interviews with senior management and philanthropic work. Investment performance is not a criterion.
The rankings above may not be representative of any one client's experience, nor are they indicative of the Investment Representative’s future performance. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
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Securities, mutual funds and other non-deposit investments in your account are subject to investment risk, including possible loss of principal amounts invested, are not savings accounts, deposits or other obligations of, or guaranteed by BWT, and are not insured by the Federal Deposit Insurance Corporation, the Securities Investor Protection Corporation, or any other government agency.
Wealth and Investment Management (functioning through Barclays Capital Inc. in the U.S), has arranged with PNC Bank, NA (“PNC”) for the issuance of Check writing privileges and Visa® cards to its clients. When you use your Checks or Cards, you will be accessing the Available Balance in your account with us. Your brokerage account with Wealth and Investment Management is not FDIC- insured.
In the U.S., Wealth and Investment Management deposits available cash for participating brokerage accounts into deposit accounts at banks in the IND Network. Each bank will receive up to $246,500 for individual, IRA and certain self-directed retirement accounts and $493,000 for joint accounts. When all the banks in the IND network have been filled in the applicable amount, Wealth and Investment Management will place excess funds in Barclays Bank Delaware, the excess bank, without limit. These excess funds will not be FDIC-insured.
Funds on deposit at Program Banks through the CDARS program are eligible for deposit insurance by the FDIC, but are not covered by the Securities Investor Protection Corporation (“SIPC”). In the event that an FDIC-insured institution fails financially, deposits at that bank are eligible for FDIC insurance protection up to a limit of $250,000 (for individual, IRA and certain self-directed retirement accounts) and up to a limit of $250,000 per joint owner for accounts held jointly by two or more individuals. A significant loss of principal could result if your CDs are sold prior to maturity. There is no secondary market for your CDs issued through CDARS.
The investments listed may not be suitable for all investors. Barclays recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a Investment Advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives.
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