The right path toward retirement

Retirement isn’t just about the year you stop working, it's about you, your lifetime of hard work, your family and the lifestyle you want to preserve. Most important, it’s about feeling confident about the future – for many years to come. We believe retirement confidence begins with a plan.

Two people talking overhead

Edward "Ned" Lord

Senior Vice President–Wealth Management

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.


Personal & Community

  • Former Trustee of Children Aid Society
  • Former Board Member of Film Forum
Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • NJ
  • NV
  • NY
  • PA
  • TX

Education

  • B.A. in Economics, Wharton School of Business
  • MBA, Columbia Business School
299 Park Avenue
New York, NY 10171
  • (212) 309-3173

Email Me

What did the Fed say?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Insights