Ed Mooney in

Ed Mooney

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Director of Financial Planning at Fiduciary Trust International
📍 New York, New York, United States

Ed Mooney is the Director of Financial Planning at Fiduciary Trust International, where he provides integrated wealth strategies for founders, executives, and multi-generational families. A graduate of Fordham University and New York Law School, he uses his extensive experience from BNY Mellon and Goldman Sachs Ayco to advise high-net-worth clients.

He serves on the advisory board of NewYork-Presbyterian Hospital, reflecting a commitment to community and healthcare causes. This involvement allows him to contribute his strategic insights to a major non-profit institution, blending his professional expertise with personal philanthropic interests.

His Doctor of Law (JD) degree gives him a distinct advantage, enabling him to integrate complex estate and tax law considerations directly into his financial planning.

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Experience
42 Years
Current Role
Director of Financial Planning
Job Level
Mid-senior
Location
New York, New York, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Ed cares about

Integrated Wealth Management
His entire professional focus is on combining investment, tax planning, estate law, and wealth transfer strategies for high-net-worth clients.
Planning for Founders
He specializes in creating wealth strategies for founders and entrepreneurs, with a focus on navigating pre and post-liquidity events.
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Career

Work history

2024
Director of Financial Planning
Fiduciary Trust International
1987 - 2023
Senior Wealth Strategist
BNY Mellon
1984 - 1987
Financial Planner
Goldman Sachs Ayco Personal Financial Management
In the press

Media appearances

Fiduciary Trust International Welcomes Edward J. Mooney as Managing Director and Financial Planning Director. Featured in Business Wire
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Ed Mooney | Fiduciary Trust International – Team Profile. Featured in Fiduciary Trust International
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Education
Bachelor of Science - BS
Fordham University
Doctor of Law - JD
New York Law School
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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