Our Team

  • Jeff Ho
    Jeff Ho

    ​Jeff Ho is a Managing Partner of Generation Wealth Management and takes on the lead role for overall investment strategies and direction.  Jeff has over 20 years of trading and investment experience and is well versed in multiple strategies in the equities and bonds markets.  His investment philosophy is simple, make money and grow your investment portfolios during all market cycles; market upturn, downturn, or a sideways market.

    Jeff holds a B.S. in Computer Information Systems and a B.A. in Economics. Jeff lives in New York with his wife and two children and enjoys playing tennis, and swimming.

  • Edward Lee
    Edward Lee

    Ed is a Managing Partner of Generation Wealth Management and takes on the lead role for financial planning.  Ed has over 20 years experience in the financial industry and is passionate in simplifying financial decisions for his clients.

    Ed holds a B.S. in Electrical Engineering and CRPC designation.  Ed lives in New Jersey with his wife and two children and enjoys mentoring at the local PAL.

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