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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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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

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    Edward "Ned" Lord, III

    Senior Vice President–Wealth Management

    Financial Advisor

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    • CA
    • CO
    • FL
    • NJ
    • NV
    • NY
    • PA
    • VA

    Ned Lord began his studies at the Wharton School of Business, where he earned a B.A. in Economics in 1971. After working at JPMorgan Chase for 6 years, Ned received his MBA from Columbia Business School in 1978. He has been in the financial services industry for 39 years and serves high net worth clients with newly acquired wealth. His total focus on each individual client differentiates himself from other financial advisors. Ned loves to use his spare time to play golf, listen to opera, and watch modern films. He and his wife Elena have two children, Ellie and Neddy.

      • Wharton School of Business, B.A. in Economics
      • Columbia Business School , MBA
        299 Park Avenue
        New York, NY 10171
        ned.lord@ubs.com
        Edward "Ned" Lord, III
        299 Park Avenue,New York,NY,10171
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        Edward Lord

        Senior Vice President–Wealth Management

        Financial Advisor

        • image
        • image
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        • AZ
        • CA
        • CO
        • CT
        • FL
        • NJ
        • NV
        • NY
        • PA
        • TX
        • VA

              299 Park Avenue
              New York, NY 10017
              edward.lord-jr@ubs.com
              Edward Lord
              299 Park Avenue,New York,NY,10017
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              Matt Mustafic

              Investment Associate

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              • AZ
              • CA
              • CO
              • CT
              • FL
              • IL
              • LA
              • MA
              • MD
              • ME
              • NC
              • NJ
              • NV
              • NY
              • OH
              • PA
              • RI
              • SC
              • TX
              • VA
              • VT

                    299 Park Avenue
                    New York, NY 10017
                    matt.mustafic@ubs.com
                    Matt Mustafic
                    299 Park Avenue,New York,NY,10017

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                  UBS and Credit Suisse—stronger than ever

                  Global Wealth Report 2024

                  Crafted wealth intelligence

                  Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                  Gain additional insights into the trends shaping wealth in the US and around the world.

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