Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Edward Foley, CFA, CFP, CEPA

Senior Vice President–Wealth Management

Financial Advisor

Edward M. Foley's main focus is assisting high-net worth individuals and business owners. He works with individuals and business owners on their business, financial and personal goals. By aligning these goals and using a multi-disciplinary team approach, he ensures his clients are given the best guidance and advice for their ideal future. Mr. Foley is with his clients every step of the way; making sure that all the decisions being made put the client first. Mr. Foley also focuses on the goals and futures of Family Offices, ESG Investors and Corporate Executives, as well as their families.

Mr. Foley is currently a Senior Vice President of UBS, Wealth Management USA with over 30 years of experience in the financial services industry. Before joining UBS in 2012, Mr. Foley was a Director at Credit Suisse, Private Banking USA. Prior to his career at Credit Suisse, he was a Managing Director and Regional Market Executive for the Bank of New York's Private Bank, where he worked for nearly 20 years. Mr. Foley graduated from the Lubin School of Business at Pace University.

In addition to being a Chartered Financial Analyst, Certified Financial Planner and Certified Exit Planning Advisor, Mr. Foley also holds the following licenses from Financial Industry Regulatory Authority [FINRA]: Series 3, 7, 24, 63 and 66. He is also a current or former member of the American Association of Individual Investors, Financial Planning Association and the New York Society of Security Analysts.

Personal & Community

  • Board Member, Ferncliff Cemetery
Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • IL
  • MA
  • MD
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • TN
  • TX
  • UT
  • VA
  • WI
  • WV


  • BS, Pace University, Lubin School of Business


  • Chartered Financial Analyst®
  • Certified Exit Planning Advisor
299 Park Avenue
New York, NY 10171
  • (212) 309-3179

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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.

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