Jill M. Epstein, CFP®, CEPA, has an extensive background in wealth management, currently serving as First Vice President at UBS since 2006. Prior to this role, Jill held the position of Vice President at Lebenthal & Co. from 1994 to 2006 and was an Assistant Vice President at Kidder, Peabody & Co., Inc. from 1988 to 1994.
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