Your financial life

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Ed started his career in wealth management in 1991 on Wall Street in New York City.  He moved to Portland early in his career and is proud to say he has served his clients at the same firm for the entirety of his career.

As a Managing Director at UBS Wealth Management, Ed provides investment oversight and management of the Lang Wealth Management Team. His expertise includes comprehensive financial planning for both individuals and corporations.  In addition to financial planning, Ed is the Senior Portfolio Manager for Lang Wealth Management. 

Prior to UBS, Ed graduated Cum Laude from the University of Portland with a BBA in Management and holds an MBA in Finance and Marketing from the University of Notre Dame. His previous experience includes managing sales and distribution in the Northern European Market for Lattice Semiconductor.  

Ed and his wife, Becky, reside in Vancouver, WA. He enjoys traveling, basketball, and tennis.  They are proud parents of their daughter, Hannah, who is a Nurse in Portland and son, Matthew, who is in graduate school at the University of Arizona where he also plays on the men's basketball team. 

Professional accomplishments:

• BBA Management, University of Portland  
• MBA Finance and Marketing, University of Notre Dame
• Series 7, General Securities Representative Exam, FINRA 
• Series 66, Uniform Combined State Law Exam, FINRA 
• Life, Health, and Annuity Insurance Licenses 
• CA Insurance License # 0I65591

• Barron's Top 1,200 Financial Advisors, 2018, 2020, 2021, 2022, 2023, 2024
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

• University of Portland, BBA Management
• University of Notre Dame, MBA Finance and Marketing

• Corporate Stock Benefit Consultant
• Senior Portfolio Manager

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Lindsey started her career in wealth management as a Financial Advisor in 2005 and began working at UBS in 2007. At UBS, she worked as a client service associate and then transitioned into her current role as a Senior Wealth Strategy Associate in 2014. She has been working with the Lang Wealth Management team since 2009.

Lindsey's role with Lang Wealth Management includes client outreach and engagement, portfolio management, business development, and comprehensive financial planning. She obtained her Chartered Retirement Planning Counselor (CRPC) designation in 2014.

Lindsey moved around a bit as a child and has lived in several states throughout her lifetime. She graduated from Florida State University in 2004 with a bachelor's degree in Business with an emphasis in Accounting. She made her way to Portland in 2007 and has considered Oregon home ever since. Outside of work, Lindsey enjoys traveling and yoga. She is also a proud mom of two young children. 

Professional accomplishments:

• B.A. Business, Florida State University
• Chartered Retirement Planning Counselor (CRPC)
• Series 7, General Securities Representative Exam, FINRA
• Series 66, Uniform Combined State Law Exam, FINRA
• Oregon State Life, Health, and Annuity Insurance Licenses

• Florida State University, B.A. Business

• Chartered Retirement Planning Counselor
• Corporate Stock Benefit Consultant

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Kyle began his career in wealth management when he joined UBS Financial Services in 2014 while participating in a summer internship program for college students. Following his graduation in 2015 from Linfield College, Kyle was hired full time where he provided operational support and client service on behalf of various UBS advisors and teams before joining Lang Wealth Management in 2016.

Kyle’s role with Lang Wealth Management includes client and account service, portfolio management, business development, and comprehensive financial planning. In August of 2019, Kyle obtained the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.

Kyle grew up in the west Portland metropolitan area and attended Westview high school. He graduated from Linfield College with a Bachelor of Science degree in Finance, as well as a minor in Coaching. While in College, Kyle played wide receiver on the Linfield Football team and is now a proud alumna of one of the most consistently successful college football programs in the country. He married his high school sweetheart, Kayla, in 2018 and together they reside Beaverton with their beloved dog, Phoebe. In his free time, Kyle enjoys playing in his slow pitch softball and flag football leagues, as well as skiing in the winter.

Professional accomplishments:

• B.S. Finance, Minor in Coaching, Linfield College
• CERTIFIED FINANCIAL PLANNER™ (CFP®) – CFP Board
• Series 7, General Securities Representative Exam, FINRA
• Series 66, Uniform Combined State Law Exam, FINRA
• Oregon State Life, Health, and Annuity Insurance Licenses

• Linfield College, B.S. Finance, Minor in Coaching

• CERTIFIED FINANCIAL PLANNER™
• Corporate Stock Benefit Consultant

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Amy joined UBS Financial Services, Inc. in 2010. A native Oregonian, Amy has 24 years of experience in the industry. Her career began in 1992 working with a leading local law firm Stoel Rives. Amy worked as a research assistant with Scudder in New York followed by 4 years with Bear Stearns on the institutional equity trading desk in Boston. Amy also worked in investor relations for MGM Resorts International in Las Vegas. She is Series 7 and 63 licensed. Her interests include hiking, gardening and spending time with her family and three dogs.