Lauren Lehman

Lauren Lehman, CFA, CFP®, CAIA, currently serves as the Director of Portfolio Management at NewEdge Advisors, where leadership of a team of portfolio managers supports over 200 advisors and manages $50 billion in client assets. Previous experience includes roles as an adjunct professor at the University of Maryland University College, where Lauren taught investments and financial planning, and as a portfolio manager at SOL Capital Management, overseeing over 200 portfolios worth more than $500 million in assets under management. Additional experience encompasses positions at Delta Financial Advisors, Blue Heron Capital, Convergent Wealth Management, and Merrill Lynch Investment Managers. Lauren holds an MBA in Finance from Florida State University, complemented by a Bachelor of Science in Finance and an International Baccalaureate Diploma from Stanton College Preparatory High School.