Experience

Makes all the difference

Edward "Ned" Lord, III

Senior Vice President–Wealth Management

Financial Advisor

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.

Registered States:
  • CA
  • CO
  • FL
  • NJ
  • NV
  • NY
  • PA
  • VA

Education

  • Wharton School of Business, B.A. in Economics
  • Columbia Business School , MBA
299 Park Avenue
New York, NY 10171

Email Me

Edward Lord

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • NJ
  • NV
  • NY
  • PA
  • TX
  • VA
299 Park Avenue
New York, NY 10171

Email Me

Matt Mustafic

Investment Associate

Registered States:
  • 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

Email Me