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Lauren Lehman, CFA®, CFP®

Head of Portfolio Management

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Lauren serves as the Head of Portfolio Management for NewEdge Advisors. She has over 20 years of experience customizing portfolios. Lauren is also a CERTIFIED FINANCIAL PLANNER®, a CFA® charterholder, and holds the Chartered Alternative Investment Analyst designation.

Lauren earned an MBA with a concentration in Finance, as well as a Bachelor of Science in International Finance from Florida State University. With her financial background, she enjoys teaching investment classes as an Adjunct Professor for the University of Maryland’s Global Campus. Lauren currently resides in Rockville, MD, with her husband Bryce, two sons, and their dog, Riblet. She is an avid reader and enjoys traveling, hiking, and playing games with her competitive family.

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