Adam Epstein is a senior wealth management professional who serves as Managing Director – Wealth Management and Senior Portfolio Manager at UBS Private Wealth Management. He is part of a select group of Private Wealth Advisors with advanced family and institutional consulting credentials. Adam founded and leads Epstein Partners, one of UBS’s largest advisory teams, helping high-net-worth families and multi-generational clients with customized planning and investment strategies.
Adam joined UBS in 2015, bringing decades of experience from leading financial firms. Before UBS, he worked as a Director at Credit Suisse, a Principal at Bernstein (where he was part of the Senior Investment Advisory Group), and a Vice President at Merrill Lynch. These roles helped him develop a wide range of advisory skills.
He holds the Certified Investment Management Analyst (CIMA) designation and has earned the Family Office Consultant and Institutional Consultant credentials at UBS. These recognitions show his advanced skills in planning for complex client needs.
Adam graduated from Bucknell University, where he played on the varsity tennis team. He now lives in Greenwich, Connecticut, with his wife Rebecca and their three children: Max, Teddy, and Lizzie.
Leadership and Client Focus
As the leader of Epstein Partners, Adam combines global institutional resources with personalized advisory service. His team works closely with clients on wealth preservation, estate planning, tax awareness, and multi-generation legacy strategies. Instead of one-size-fits-all advice, Adam focuses on planning tailored to each family’s values and long-term goals.
At UBS, he works with specialists in areas like investment research, tax, and estate planning to provide coordinated advice that matches client priorities. His leadership focuses on clear communication and smooth execution, helping clients make informed decisions without added complexity.
Recognition and Achievements
Adam and his team have received notable industry recognition, supported by independent evaluations:
- Forbes America’s Top Wealth Advisors — named every year from 2019 through 2025.
- Forbes Best-in-State Wealth Advisors — listed from 2018 through 2025.
- Forbes America’s Top Wealth Management Teams — team recognized 2022–2025 in the Private Wealth category.
- Barron’s Top Rankings, including Top 1,200 Financial Advisors and Top 100/250 Private Wealth Management Teams across multiple years (2019–2025).
In the 2025 Forbes Top Wealth Advisors ranking, Epstein’s team was reported to manage around $7.9 billion in client assets, showing the team’s size and impact in the industry.
These recognitions are compiled by Shook Research and Forbes. These recognitions come from Shook Research and Forbes, based on interviews and data like assets, experience, and firm nominations. In understanding people first, not just portfolios. He believes every family has a unique relationship with wealth, and that effective advice must align financial planning with life goals and values. This ‘big-picture’ mindset is reflected in how Epstein Partners structures long-term planning, liquidity events, and intergenerational transition strategies.
Clients appreciate his disciplined focus on communication, preparation, and careful decision-making, which makes complex transitions easier and smoother. His work often goes beyond investments to help clients with life events like business sales, college planning, retirement, and legacy building.
Personal Philosophy and Future Focus
Adam emphasizes realistic planning instead of chasing trends, encouraging steady, strategic action rather than quick reactions. His belief that thoughtful planning and understanding client values matter more than short-term gains shapes how he leads his team and supports clients.
Looking ahead, he plans to strengthen multi-generation education, improve planning with digital tools and deep experience, and keep disciplined execution as markets and regulations change. While digital innovation boosts efficiency, he believes sound judgment and personal trust are still key to effective wealth management.
Adam Epstein is a senior wealth management leader who blends institutional strength with personal attention. His proven track record, wide experience, client-focused approach, and long-term planning make him a trusted advisor to many high-net-worth families. Through Epstein Partners, he keeps simplifying complexity, honoring client values, and creating strategies that support financial goals and important life transitions.
