Let's move forward. Together.

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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Edward McDevitt

Financial Advisor

Ed McDevitt has 20 years of investment experience working with institutions and individuals. Ed uses his experience to provide customized advice and sophisticated investment solutions to select individuals and families. This is done with a high standard for service and investment knowledge.

Prior to UBS Ed worked as a Financial Advisor at Morgan Stanley. Ed began his career on the Institutional side of the industry. He was the head trader at Alson Capital a $3 billion long-short equity hedge fund. At Alson, in addition to his duties as head trader, he sat on the investment committee and was responsible for risk management. Prior to Alson Capital Mr. McDevitt worked at Goldman Sachs in the Institutional Equities Division where he advised hedge funds, pension funds and money managers on their investment strategies. Ed began his career at BT Alex Brown in private client services.

Mr. McDevitt holds the Chartered Financial Analyst designation, is a member of the CFA Institute and the Colorado Security Analyst Society. He received his Bachelors of Arts in Economics from Hamilton College and serves on the finance committee for Bridge House a nonprofit organization in Boulder, CO. He lives in Boulder, CO with his wife and two children where he is an avid triathlete having qualified for the Ironman world championship eight times.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • IA
  • ID
  • IL
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • NC
  • NJ
  • NM
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • VA
  • VT
  • WV
  • WY

Education

  • Bachelors of Arts in Economics, Hamilton College

Credentials

  • Chartered Financial Analyst®
  • Portfolio Manager
101 West Elm Street
Suite 200
Conshohocken, PA 19428
  • (215) 496-2058

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The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

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As of 06/30/2022

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