Experience

Ed Levin began his financial services career in 1987 as a commercial lender. In 1992, he transitioned to Kidder Peabody, a predecessor firm to UBS, where he worked with some of the largest institutional asset managers. Drawing on this institutional expertise and a strong focus on risk management, Ed now provides ultra-high-net-worth individuals and families with a sophisticated approach to investing.

At Levin Wealth Management, Ed and his team specialize in partnering with financially successful families to create multi-generational legacies through estate and financial planning, individualized investment management, and comprehensive risk management strategies. Leveraging the global resources of UBS—the world’s largest wealth manager—the team develops customized investment strategies designed to ensure client success.

UBS has recognized Ed’s leadership and expertise by selecting him to serve on the UBS Financial Advisor Advisory Council (FAAC), a group that advises senior management on enhancing the firm to benefit clients.

Outside of work, Ed is deeply committed to the Orange County nonprofit community. He has served his synagogue in multiple leadership roles, including president, and volunteered for seven years as vice president of finance for a local independent day school. Currently, Ed is the board chair for the Jewish Community Foundation Orange County and serves on several committees. He also acts as a strategic advisor to numerous organizations, providing financial guidance that shapes business plans and objectives.

Ed has earned the UBS designations of Private Wealth Advisor and of Senior Portfolio Manager within the Portfolio Management Program and is insurance-licensed in multiple states (CA Insurance License #0D19301).

Susan Lund serves as the Senior Wealth Strategy Associate on the team, providing comprehensive operational and administrative support. She works closely with Ed Levin, focusing on holistic wealth management strategies that encompass financial planning, banking, insurance, and all aspects of delivering a tailored wealth management plan. Susan also assists with preparing reports and materials for client meetings and plays a key role in supporting client relationship building and business development initiatives.

Susan began her financial services career in 1992 with a major West Coast financial services firm. In 1995, she became licensed to trade in the commodities markets and helped open and manage a boutique commodities firm. In 1999, Susan joined UBS Financial Services to work with the corporate cash management group and became part of Ed Levin’s team in 2001. She specializes in corporates, municipals, agencies, mortgages, non-dollar securities, and fixed income portfolio analytics.

Susan holds FINRA Series 3 (Futures), Series 7 (General Securities), and Series 63 (Investment Advisor) licenses, and is insurance licensed in the State of California (#0D42530).

Outside the office, Susan enjoys spending time with her husband, children, and grandchildren. She is passionate about delivering exceptional client service, guided by her belief:
“For all the things we cannot control within wealth management, there is one thing we can control: client service. Our goal is to provide our clients with a world-class level of service.”

David brings extensive experience in private banking, having held roles in both retail and private banking divisions, most recently with Bank of America. He attributes his success to understanding that clients have countless banking options worldwide, and it’s the white-glove service his team consistently delivers that keeps relationships thriving.

David is a CFP® professional and earned his BA in Economics from The State University of New York at Binghamton. He lives in South Orange County with his wife and two young daughters. Outside of work, David enjoys family time, running, and cheering for the NY Giants.