Adam Epstein

Adam Epstein

Formal First Name

Adam Epstein is a Managing Director, Senior Portfolio Manager, Private Wealth Advisor, and Institutional Consultant of Epstein Partners, a wealth management practice at UBS. His team delivers investment and wealth management solutions through their extensive knowledge on the areas of investment, tax and estate planning strategies. Their services extend beyond investing capital, and include customized lending, family wealth planning and education. Throughout his financial career, Adam has been continuously recognized as a top advisor by major industry publications such as Forbes magazine, Barron's, and The Financial Times. He is a part of the UBS Pinnacle Club, a distinguished group of the firm's most successful advisors. In addition to his corporate experience, Adam is also highly involved in the community. He serves on the boards of New Alternatives for Children and Israeli Tennis Federation.

Professional Experience

Academic History

Awards and Recognitions

  • UBS Pinnacle Club
  • Barron's Top 1,200 Financial Advisors, 2019–2020
  • Forbes America's Top Wealth Advisors, 2019–2020
  • Forbes Best-in-State Wealth Advisors, 2018–2020
  • Financial Times Top 400 Financial Advisors, 2018–2020

Community Involvement

  • Board of Director, New Alternatives for Children
  • Board Member, Israeli Tennis Foundation
  • President, Aspatuck Tennis Club