Mark Ahmed

Mark Ahmed serves as Principal at NewEdge Wealth in Los Angeles, where he leads a team providing comprehensive wealth management, financial planning, and portfolio analysis for affluent individuals, families, and business owners. He is particularly recognized for advising venture-backed founders on minimizing capital, income, and estate taxes, as well as income replacement strategies, philanthropic funding, and liquidity planning related to stock options and RSUs.

Ahmed specializes in serving ultra-high-net-worth clients with a focus on the technology, venture capital, and entrepreneurial sectors, as well as guiding business owners through complex investment and tax planning challenges. His asset class expertise spans equities, alternative investments, and tailored fixed income solutions, with a strong emphasis on portfolio construction and management for long-term financial goal achievement.

With over 25 years of industry experience, including a decade as Senior Vice President at UBS and previous leadership roles at Merrill Lynch, Ahmed has launched NewEdge Wealth’s West Coast office and built a reputation for client-centered advisory services. He holds an MBA in finance and a bachelor’s degree in accounting from Wagner College's Nicolais School of Business, and he is actively involved in philanthropy supporting education in underdeveloped regions.