UBS Advisor Adam Epstein Named a Forbes Top Wealth Advisor
NEW YORK–(BUSINESS WIRE)–
UBS Private Wealth Management announced that Adam Epstein, a Private Wealth Advisor in the firm’s 1285 Avenue of the Americas office, has been named to the Forbes America’s Top Wealth Advisors list for 2025.
Adam is the founding member of Epstein Partners, one of the largest advisor teams at UBS Private Wealth Management. Adam and his team offer clients the sophisticated investment consulting and private wealth services of a global firm, combined with the personalized service of a boutique. Their deep knowledge of investment, tax, and estate planning strategies is essential for helping clients grow, protect, and preserve their wealth across generations.
While clients value the team’s market insights and prudent portfolio management, Adam and his team know that family is central to their clients’ lives. By understanding each family’s values, Epstein Partners creates customized plans that address the needs of multiple generations, uphold principles, and establish a lasting legacy for their clients.
Adam is among a select group of Private Wealth Advisors at UBS who have earned the Family Office Consultant and Institutional Consultant designations. Prior to joining UBS in 2015, Adam was a Director at Credit Suisse, a Principal at Bernstein, and a Vice President at Merrill Lynch. He holds the Certified Investment Management Analyst® (CIMA®) designation and is a graduate of Bucknell University, where he was a varsity tennis team member. Adam resides in Greenwich, CT with his wife and their three children.
For the past six years, Adam Epstein has been recognized on the Forbes Top Wealth Advisors list (2019-2025). Epstein Partners at UBS Private Wealth Management has also both been recognized by Forbes as a Top Wealth Management Team for the last four years. In honor of the team’s achievements, Forbes recently spoke with Adam about his background, competitive edge and investment approach with clients. The article can be viewed here.
The top 250 advisors featured in the 2025 Forbes America’s Top Wealth Advisors list oversee nearly $2 trillion in cumulative assets. The rankings, compiled by SHOOK Research, use quantitative and qualitative data, including interviews, to rank candidates nominated by their firms.
For the full list and further information please visit: https://www.forbes.com/lists/top-wealth-advisors/.
Notes to Editors
About UBS
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. It also provides diversified asset management solutions and focused investment banking capabilities. UBS manages 6.1 trillion dollars of invested assets as per fourth quarter 2024. UBS helps clients achieve their financial goals through personalized advice, solutions and products. Headquartered in Zurich, Switzerland, the firm is operating in more than 50 markets around the globe. UBS Group shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).
© UBS 2025. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. Neither UBS Financial Services Inc. or its employees pay a fee in exchange for these ratings. Past performance is not an indication of future results. For press use only.
For more information on third-party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
View source version on businesswire.com: https://www.businesswire.com/news/home/20250428150166/en/
Media Contact:
Christina Aquilina
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KEYWORDS: United States North America New York
INDUSTRY KEYWORDS: Banking Asset Management Professional Services Finance
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