Louis Bell

Louis Bell is a Partner at NewEdge Wealth in Stamford, Connecticut, specializing in serving ultra high net worth individuals, families, and family offices. In his current role, he focuses on bespoke asset allocation strategies, manager selection, and fixed income management, utilizing a planning-centric approach tailored to the specific goals and complexities of each client. His expertise extends across equities, fixed income, and alternative investments, with an emphasis on customized wealth solutions for sophisticated investors, successful business owners, and charitable organizations.

He brings over 30 years of industry experience, previously serving as Managing Director and Co-Founder of the Bell & Levitt Wealth Management Group at UBS Financial Services. Prior to his wealth management career, Louis practiced corporate and securities law, further strengthening his advisory capabilities for clients with complex legal and financial needs.

Louis holds a Bachelor of Arts in Economics from the University of Pennsylvania and a Juris Doctor from Fordham University. He is a Certified Investment Management Analyst® (CIMA®) and has been recognized as a Forbes’ New York Best-In-State Wealth Advisor for multiple consecutive years, underscoring his commitment to client service and industry leadership. He has also contributed to industry publications, including a Research Magazine cover story, highlighting his thought leadership in wealth management.