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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
                  Three generations in apple orchard

                  Turn possibilities into a plan

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                  A leading global wealth manager

                  UBS Year Ahead 2025

                  Roaring 20s: The next stage

                  Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

                  A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

                  Read the report

                  A leader in wealth management

                  Backed by the strength of our parent company, UBS AG

                  $5.9+ trn

                  UBS Group invested assets
                  As of 06/30/2024

                  51 countries

                  Our global footprint

                  Global leader

                  UBS is a leading and truly global wealth manager

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