- Adam Epstein, a Private Wealth Advisor at UBS (UBS, Financial), has been named to the Forbes America's Top Wealth Advisors list for 2025.
- Epstein is a founding member of Epstein Partners, a prominent advisory team at UBS Private Wealth Management.
- For six consecutive years, Adam Epstein has been recognized on this prestigious list by Forbes.
UBS Private Wealth Management proudly announced that Adam Epstein, a Private Wealth Advisor stationed at the firm's 1285 Avenue of the Americas office, has secured a spot on the Forbes America's Top Wealth Advisors list for 2025. This annual ranking, compiled by SHOOK Research, highlights top-tier advisors based on a combination of quantitative data, qualitative assessments, and interviews. The selected advisors manage collective assets of nearly $2 trillion.
Adam Epstein, a key figure at Epstein Partners, offers sophisticated investment consulting and private wealth services, blending the expansive resources of UBS with a personalized touch akin to boutique service. His team is lauded for their profound expertise in investment, tax, and estate planning strategies, which are pivotal in assisting clients to grow and preserve wealth across generations. Understanding the personal values and needs of clients ensures the creation of tailored plans that honor family legacies.
A distinguished figure at UBS, Epstein holds the Family Office Consultant and Institutional Consultant designations. His career trajectory includes significant roles at Credit Suisse, Bernstein, and Merrill Lynch before joining UBS in 2015. With the Certified Investment Management Analyst® (CIMA®) designation under his belt, Epstein is an alumnus of Bucknell University. He resides in Greenwich, CT, with his wife and three children.
UBS, a formidable entity in wealth management, is headquartered in Zurich, Switzerland, and operates across more than 50 global markets. The firm manages $6.1 trillion in invested assets as of the fourth quarter of 2024, reflecting its stature as a leading global wealth manager.
