Insight-based advice

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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
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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 10171
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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 10171

                  Focus on liquidity management

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                  UBS and Credit Suisse—stronger than ever

                  Managing wealth is our craft

                  We’re committed to understanding what wealth means for you.

                  At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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                  As of 11/07/2023

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