Adam is the leader and founder of Epstein Partners. His team of seasoned investment professionals has a vision: to deliver the investment, wealth management experience and solutions of a global private bank with the exceptional access and service of a boutique firm. The team’s deep knowledge of investment, tax and estate planning issues is critical to helping their clients grow, protect and preserve their wealth for generations.

Committed to delivering beyond expectations
Adam’s passion for delivering wealth management is profound and consistent. He is committed to going the extra mile to find the solution, the strategy and the opportunity for your family—even when and especially when others have given up trying. Families rely on his tireless work ethic and persistence to deliver above and beyond their expectations.

Guiding families. Perpetuating values.
While Adam is an experienced investment manager and his clients value his market insight and prudent portfolio management, family is at the core of what matters most to them. Keenly astute to understanding the families and their values, Adam believes that the right plan can help integrate the needs of multiple generations, perpetuate values and help ensure a lasting legacy. To Adam, there’s nothing more gratifying than to hear his clients say that their plan has put them on the right path toward their goals. It liberates them to focus on their life and their family.

Experience

• Director, Credit Suisse
• Principal, Bernstein Global Wealth Management
• Vice President, Merrill Lynch Investment Managers, business development; head of government pension plan sales, Latin America

Credentials

• Barron's Top 1,200 Financial Advisors, 2019, 2020
• Forbes/SHOOK Best-In-State Wealth Advisors, 2018, 2019, 2020, 2021
• Financial Times Top 400 Financial Advisers, 2018, 2019, 2020
• Forbes,Top 250 Financial Advisors, 2019, 2020
• UBS Pinnacle Club member, a distinguished group of the firm’s most successful Advisors
• Certified Investment Management Analyst^® (CIMA^®)
• Bucknell University
• Past president of the Mercer County Estate Planning Council; NJ Estate Planning Council

Life

• Adam and his wife, Rebecca, live in Tribeca with their three children—Max, Teddy and Lizzie
• He is the Treasurer of the Board of Directors for New Alternatives for Children and Board Member of the Israeli Tennis Federation

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, TN, TX, UT, VA, VT, WA, WI, WY

Addressing the complex needs of sophisticated families
Sheila has earned a reputation as a philanthropist, dedicated advocate for women’s financial independence and education, and talented Private Wealth Advisor. In her career, she serves prominent individuals, families, family offices, trusts and foundations around the world. Sheila draws on her 30+ years of experience to deliver personalized and creative wealth management solutions tailored to her clients’ needs.

Sheila understands the concerns, dynamics and possibilities that significant wealth presents. Her goal is to help clients solve their most complex issues across investment portfolio construction, wealth transfer planning, and meeting long-term trust, estate and philanthropic goals.

She began her career at JP Morgan, where, over the course of 22 years, she worked with and led teams that advised ultra high net worth clients about their personal and business finances. She worked with Morgan Stanley Private Wealth from 2007 to 2014, and has been with UBS since 2014.

As a regular speaker on personal finance topics for women’s groups and events, Sheila has presented at Maria Shriver’s Move for Minds—Women’s Health Summit, the Villanova University Women’s Leadership Summit, and as a panelist and presenter for Morph Mom conferences.

Professionally, Sheila earned a place on the List of Top 100 Female Advisors by Barron’s, and the Best 50 Women in Business by NJBIZ, New Jersey’s leading business journal. In 2012, the Villanova Business School awarded her its highest honor, the Rev. Joseph C. Bartley, OSA Alumni Medallion, for her distinguished career and extraordinary service to her community and the school.

Registered States:
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, TN, TX, UT, VA, WA, WI, WY

Through comprehensive planning, Tom helps Epstein Partners’ clients pursue their most important goals and dreams. In his role, he provides expertise in a number of areas, including cash flow analysis, multigenerational planning, charitable giving and executive compensation and benefits strategies. Prior to joining the Wealth Planning Associate program in 2017, Tom worked on a Private Wealth Advisory team as a Registered Client Service Associate. Tom is a graduate of Georgetown University with a degree in finance and marketing. He holds the Series 7 and 66 securities licenses.

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

• We listen. Understand. Plan.
  To Rick, family, health and wealth shape his clients’ lives and their values. At Epstein Partners, Rick strives to make a positive impact on these critical life priorities through prudent stewardship of a family’s wealth, using planning as the starting point.

Rick implements a goals-based framework for addressing his clients’ investment management needs. He specializes in working with private business owners and corporate executives to help think through pre-transaction planning and multi-generational wealth transfer planning matters. Rick and his team integrate tax concerns, as well as philanthropic and wealth transfer objectives, into their clients’ investment strategies. Rick also helps the team’s foundation and endowment clients pursue their long-term objectives through cash flow planning and investment management.

Rick serves as co-Chair to Epstein Partners’ Investment Committee.

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, TN, TX, UT, VA, VT, WA, WI, WY

As a senior member of Epstein Partners, Noah focuses on providing strategic guidance and direction for their most sophisticated Private Wealth clients. He builds long-term relationships by proactively seeking out opportunities to advise on more complex wealth planning solutions, including pre-transaction planning, philanthropy, insurance optimization and risk management.

A passionate commitment. A fiduciary mind-set.
Noah is passionate about the impact the advice of his team can make in their clients’ lives. To him, being a Relationship Manager is a commitment, not a job. He finds it particularly rewarding to work closely with clients to develop and implement a comprehensive wealth plan. Planning is critical to helping them pursue their financial dreams with confidence.

Clients inspire Noah every day. Guided by a “fiduciary mind-set” he always puts their interests first, educates them about the why and how of his advice and manages expectations. Noah and his team aim to deliver:

• Boutique-level service. Anticipate, listen, understand, analyze and then provide impeccable service.
• Disciplined, centralized investment process. Offer the firm’s best strategic and tactical allocation advice, as well as his team’s best thinking.
• Customized implementation. Every client has unique objectives, requirements and preferences regarding their portfolios.
• Collaborative insight. Ongoing exchange of ideas; focus on the entire balance sheet.
• Results. Get things done—and get them done well.

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, TN, TX, UT, VA, VT, WA, WI, WY

Earning your trust every day.
As a Relationship Manager, Hunter is responsible for working directly with clients, as well as driving the team's "exemplary client experience" initiative.

Through close collaboration with the investment and financial planning committees, Hunter focuses on delivering clients the best thinking of the team and UBS.

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, TN, TX, UT, VA, VT, WA, WI, WY

As Epstein Partners' business manager, Kacey spearheads key team initiatives, working to build an unparalleled client experience and consistently improve business processes and team efficiency. In addition to managing special-situation projects and initiatives, Kacey leads our business development efforts and generates our marketing and event strategy. Prior to joining UBS, Kacey worked as an associate advisor at the Royal Bank of Canada, where she specialized in portfolio construction, wealth planning, and client relationship management. Kacey graduated with distinction from the University of North Carolina, where she was a member of the varsity cheerleading team. She is currently pursuing the CFP designation and holds the Series 7 and 66 securities licenses. 

Kacey currently lives in Columbus Circle with her husband, Sean, and two dogs, Lola and Lily. An avid Carolina fan, she has been known to temporarily jump on the bandwagon of any team playing Duke. In her spare time, Kacey enjoys tennis, yoga, and cooking—most notably making healthy versions of tried-and-true favorites. (Ask her for her Chick-fil-a nuggets inspired recipe!)

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, TN, TX, UT, VA, VT, WA, WI, WY

Jessica manages existing client relationships with a focus on operational excellence and the client experience. Prior to joining UBS, Jessica was a business analyst at Credit Suisse Private Wealth Management. Before that, she was an analyst at Kohlberg Kravis Roberts and Co., in the Client and Partner Group, where she focused on institutional capital raising for all private equity and hedge fund strategies. Jessica began her career as a credit analyst at JP Morgan Chase, where she completed the rigorous JP Morgan Chase credit training program. She was also a credit analyst at RBC Wealth Management, with a focus on secured credit underwriting for the high net worth client space. Jessica is a graduate of the Olin School of Business at Washington University in St. Louis with majors in finance, marketing and international business and a minor in psychology. She holds the Series 7 and 66 securities licenses.

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, TN, TX, UT, VA, VT, WA, WI, WY

Sam supports team operations while also providing an outstanding client service experience. Prior to joining Epstein Partners, Sam was a PPNR Model Analyst for UBS and worked to produce, run and maintain models for federally mandated baseline and stress-test scenario forecasts for the bank. Prior to UBS, Sam was a business analyst in London at Liquidnet Europe. There he researched and launched new markets as a member of the emerging markets team, and created analytics and logic for in-house analysis for classification of Large in Scale Waivers under MiFID II. Sam is a graduate of the State University of New York at Albany with a dual major in biochemistry and molecular biology, and a minor in mathematics. He has earned a Post Graduate Certificate in global business from St. Mary’s University in London and holds the Series 7 and 66 securities licenses.

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, TN, TX, UT, VA, VT, WA, WI, WY

Allison graduated from the College of the Holy Cross in 2018 with a bachelor’s degree in Economics and a minor in Asian Studies. She joined UBS upon graduation, where she began her career as a Financial Advisor in UBS’s Wealth Advice Center, managing emerging affluent client’s individual investment portfolios. In July of 2020, she transitioned into a new role as Financial Wellness coach, where she helped UBS employees and corporate clients achieve their personal financial goals. In June of 2021, Allison joined Epstein Partners as a Wealth Strategy Associate. Allison holds the Series 7 and Series 66 securities licenses and is a certified Corporate Stock Benefit Consultant.

Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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

As a Senior Wealth Strategy Associate, Noah takes an attentive approach and invests time upfront to truly understand each client’s unique needs, goals, and aspirations. He works diligently to deliver an excellent client experience and assists in investment strategies, financial reporting, trading, and alternative investment solutions.

Prior to joining Epstein Partners, Noah built a successful career in Commercial Real Estate as a Sales Director in New York City representing both buyers and sellers before joining Bank of America as a Financial Solutions Advisor.

Noah is a graduate of the University of Maryland with a degree in Psychology. He  holds the series 7 and 66 licenses. Noah is an avid student of American History and spends the majority of his free time on fishing, wakeboarding and golfing with friends and family.  

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