Adam Epstein

Adam Epstein is a Managing Director at UBS Wealth Management, where they advise high net worth families, family offices, and non-profit organizations on complex asset allocation, investment strategy, and wealth management. As the founder of the UBS Private Wealth team, Epstein Partners, they are committed to delivering personalized wealth management solutions that address multigenerational needs. With previous roles including Director at Credit Suisse Private Bank and Principal Financial Advisor at AllianceBernstein, Adam brings extensive experience in investment and financial planning. They continue to pursue a BSBA in Management, Economics, and Psychology at Bucknell University.