CoverProfile

Ben Lope

Vice President, Wealth Advisor

NewEdge Wealth

United States, New York, New York

About Me

Ben joined the team in 2020, following his completion of the UBS Graduate Talent Program. Ben’s responsibilities include investment due diligence, portfolio review and analytics, and alternative investment research and account administration. Prior to joining NewEdge Wealth, Ben was with the team at UBS Private Wealth Management, following two years in the firm’s GTP analyst program, where he rotated across various product and advisory desks. Ben graduated from the Pennsylvania State University in 2018 with a B.S. in Finance and B.S. in Economics, receiving summa cum laude and magna cum laude honors, respectively. He currently lives in New York City and holds Series 7 and 66 securities li

View more

Profile Information

Vice President, Wealth Advisor

NewEdge Wealth

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

New York

New York

United States

Oct 1, 2025

More profiles to browse

MS
Maxwell Snyder
Vice President, Investment Solutions
Profile Photo
Glen Mintz
Managing Director, Portfolio Manager
ND
Nicole Davis
Chief Compliance Officer and Associate General Counsel
FA
Frank Ackerman
Managing Director

You Might Like

BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
DH
Dennis Hanson
Principal
Jamison Hanson
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners