Ed started his career in wealth management in 1991 on Wall Street in New York City.  He moved to Portland early in his career and is proud to say he has served his clients at the same firm for the entirety of his career.

As a Managing Director at UBS Wealth Management, Ed provides investment oversight and management of the Lang Wealth Management Team. His expertise includes comprehensive financial planning for both individuals and corporations.  In addition to financial planning, Ed is the Senior Portfolio Manager for Lang Wealth Management. 

During his longstanding career at UBS, Ed has been named a Barron's Top Financial Advisor, Forbes Best-In-State Wealth Advisor, and as one of the top wealth managers in the state of Oregon by the Portland Business Journal.  Ed is also a member of the UBS Chairman's Council, which honors a small percentage of the firm's most successful Financial Advisors.

Prior to UBS, Ed graduated Cum Laude from the University of Portland with a BBA in Management and holds an MBA in Finance and Marketing from the University of Notre Dame. His previous experience includes managing sales and distribution in the Northern European Market for Lattice Semiconductor.  Ed resides in Portland, Oregon with his wife and two children.  He enjoys traveling, basketball, and tennis.  He is also a die-hard fan of Gonzaga men's basketball where his son is playing on the team and his daughter attends as a nursing student.

Professional accomplishments:

• BBA Management, University of Portland  
• MBA Finance and Marketing, University of Notre Dame
• Series 7, General Securities Representative Exam, FINRA 
• Series 66, Uniform Combined State Law Exam, FINRA 
• Oregon State Life, Health, and Annuity Insurance Licenses  
• Barron's Top 1,200 Financial Advisors, 2018, 2020
• Forbes Best-In-State Wealth Advisor, 2020

Registered States:
AZ, CA, CO, DE, GA, ID, MA, ME, MI, MT, NH, NM, NV, NY, OR, TN, WA, WY

Lindsey started her career in wealth management as a Financial Advisor in 2005 and began working at UBS in 2007. At UBS, she worked as a client service associate and then transitioned into her current role as a Senior Wealth Strategy Associate in 2014. She has been working with the Lang Wealth Management team since 2009.

Lindsey's role with Lang Wealth Management includes client outreach and engagement, portfolio management, business development, and comprehensive financial planning. She obtained her Chartered Retirement Planning Counselor (CRPC) designation in 2014.

Lindsey moved around a bit as a child and has lived in several states throughout her lifetime. She graduated from Florida State University with a Bachelor's degree in Business with an emphasis on Accounting in 2004. She made her way to Portland, OR in 2007 and very quickly considered it her home. Outside of work, Lindsey enjoys traveling, yoga, and spending time with her husband and daughter.

Professional accomplishments:

• B.A. Business, Florida State University
• Chartered Retirement Planning Counselor (CRPC)
• Series 7, General Securities Representative Exam, FINRA
• Series 66, Uniform Combined State Law Exam, FINRA
• Oregon State Life, Health, and Annuity Insurance Licenses

Registered States:
CA, CO, DE, GA, ID, ME, MI, MT, NV, OR, WA, WY

Mr. Harris began his career in wealth management when he joined UBS Financial Services in 2014 while participating in summer internship program for college students. Following his graduation in 2015 from Linfield College, Kyle was hired full time where he provided operational support and client service on behalf of various UBS advisors and teams before joining Lang Wealth Management in 2016.

Kyle’s role with Lang Wealth Management includes client and account service, portfolio management, business development, and comprehensive financial planning. In August of 2019, Kyle obtained the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.

Kyle grew up in the west Portland metropolitan area and attended Westview high school. He graduated from Linfield College with a Bachelor of Science degree in Finance, as well as a minor in Coaching. While in College, Kyle played wide receiver on the Linfield Football team and is now a proud alumna of one of the most successful college football  programs in the country. He married his high school sweetheart, Kayla, in 2018 and together they reside in the west Portland metropolitan area. In his free time, Kyle enjoys playing in his slow pitch softball and flag football leagues, as well as skiing in the winter.

Professional accomplishments:

• B.S. Finance, Minor in Coaching, Linfield College
• CERTIFIED FINANCIAL PLANNER™ (CFP®) – CFP Board
• Series 7, General Securities Representative Exam, FINRA
• Series 66, Uniform Combined State Law Exam, FINRA
• Oregon State Life, Health, and Annuity Insurance Licenses

Registered States:
CA, CO, DE, ID, MA, ME, MI, MT, NV, NY, OR, WA, WY