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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

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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
                  Three generations in apple orchard

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                  ElectionWatch 2024

                  24 questions for the '24 US election

                  Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

                  The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

                  Download the report

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