

Ben Lope
Vice President, Investment Solutions & Portfolio Strategy
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 licen
Profile Information
Vice President, Investment Solutions & Portfolio Strategy
NewEdge Wealth
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
New York
New York
United States
May 16, 2024
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