Adam Epstein

New York City Metropolitan Area Contact Info
5K followers 500+ connections

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About

Private Wealth Advisor dedicated to delivering beyond expectations

I’m the leader…

Activity

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Experience & Education

  • UBS Wealth Management

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Licenses & Certifications

  • CIMA

    CIMA

    Issued
  • **Registered States** AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY Graphic

    **Registered States** AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY

    FINRA

Volunteer Experience

  • Treasurer

    New Alternatives for Children, Inc.

    - Present 7 years 3 months

    NAC’s mission is to provide innovative high quality services in support of birth, foster, and adoptive families caring primarily for medically complex children. NAC’s mission includes children with severe physical, emotional, and behavioral challenges and developmental disabilities.

Honors & Awards

  • Forbes America's Top Wealth Advisors 2019, 2020, 2021, 2022

    Forbes

    The Forbes rating is awarded annually in August or September and is based on information from March of the prior year to March of the award year. The rating is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit www.ubs.com/us/en/designation-disclosures

  • Barron's Top 100 Financial Advisors 2022

    Barron's

    The Barron's rating is awarded annually in April and is based on information from the prior year Q4. The rating is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit www.ubs.com/us/en/designation-disclosures

  • Barron's Top 100 Private Wealth Management Teams 2022

    Barron's

    The Barron's rating is awarded annually in March and is based on information from the prior year Q4. The rating is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit www.ubs.com/us/en/designation-disclosures

  • Barron’s Top 1,200 Financial Advisors 2019, 2020, 2021, 2022

    Barron's

    The Barron's rating is awarded annually in April and is based on information from the prior year Q4. The rating is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit www.ubs.com/us/en/designation-disclosures

  • Forbes Best-In-State Wealth Advisors 2018, 2019, 2020, 2021, 2022

    Forbes

    The Forbes rating is awarded annually in January or February and is based on information from June of the prior year to June of the award year. The rating is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit www.ubs.com/us/en/designation-disclosures

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