Experience

Ed began his financial services career in 1987 as a commercial lender. In 1992, he moved to Kidder Peabody, a predecessor firm to UBS, where he worked with some of the largest institutional managers of assets.

Using these same institutional focused skills and focus on risk management, Ed now provides ultra-high net worth individuals and families a sophisticated approach to investing. At NewCoast Wealth Advisors, he and the team specialize in partnering with financially successful families to ensure a multi-generational legacy through estate and financial planning, individualized investment management, and a focus on risk management.  The team utilizes the global resources of UBS, the world’s largest wealth manager, to develop the customized investment strategy that will ensure our client’s success. 

UBS has recognized Ed’s leadership, experience, and expertise by selecting him to serve on the UBS Financial Advisor Advisory Council (FAAC), a group that advises senior UBS management on how we can better serve our clients.

Outside of work, Ed is equally passionate about his involvement in the Orange County non-profit community.  He has served his synagogue in many capacities, including president.  He also volunteered for seven years as vice president of finance for a local independent day school and a member of the executive committee. Ed is currently the board chair for the Jewish Community Foundation Orange County and serves on a number of their committees. In addition, he is a strategic advisor to numerous other organizations, where his financial guidance and insight help shape business plans and objectives.

Ed has completed and earned the UBS designation as Senior Portfolio Manager within the Portfolio Management Program.  He is insurance-licensed in multiple states. CA Insurance license #0D19301

Susan is the Sr. Wealth Strategy Associate on the team and provides operational and administrative support.  She supports Ed with a focus on holistic wealth management strategies that include Financial Planning, Banking, Insurance and all aspects of delivering a wealth management plan.  She assists with the preparation of reports and other materials for client meetings.  She provides support for client relationship building and business development. 

Susan began her financial services career in 1992 working for a major West Coast financial services firm.  Susan became licensed to trade in the commodities markets and assisted in opening and managing a small commodities boutique firm in 1995.  Susan began her career with UBS Financial Services in 1999 to work with a corporate cash management group.  Susan joined Ed Levin's team in 2001 and specializes in corporates, municipals, Agencies, mortgages, non-dollar securities, and fixed income portfolio analytics.  Susan is Series 3 (Futures), 7 (General Securities) and 63 (Blue Sky/Investment Advisor) licensed by FINRA.  Susan is insurance licensed in the State of California #0D42530.  Outside of the office Susan spends her time with her husband, children and grandchildren

"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 joined NewCoast Wealth Advisors with a large of amount of experience in private banking having held roles within both the retail and private banking divisions, most recently with Bank of America.  David attributes success to knowing that clients have their choice of banks anywhere in the world and it’s the white glove service his team consistently provides that keeps the business flourishing. 

David is a CFP® professional and graduated with a BA in Economics from The State University of New York at Binghamton.  He currently lives in South Orange County with his wife and two young daughters.  In his free time, he enjoys spending it with his family, running, and rooting for the NY Giants.