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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
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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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