Epstein Partners

Private Wealth Management

At Epstein Partners, we understand that every family is unique in its circumstances and challenges

When it comes to growing and protecting your family's wealth, we provide thoughtful, customized solutions with highly responsive service and efficient execution. The boutique family office experience we've created is focused on anticipating your complex needs and exceeding your expectations across each area of your life and wealth. As a team of true collaborators, we sit on the same side of the table with you to help guide you through a comprehensive wealth planning process.

Combining the full scope of UBS with our deep knowledge of investments and tax and estate planning strategies, we are well positioned to serve you and your family for generations to come. Our services extend beyond investing capital, and include customized lending, family wealth planning and education. Unapologetically obsessive about the financial advice we provide, our team is often entrusted as our client‘s “first call.“ We are fiercely driven to deliver solutions that help simplify and enhance the quality of our client's financial lives.

Start the conversation

Adam F. Epstein, CIMA

Managing Director–Wealth Management

Certified Investment Management Analyst®
View bio Industry recognition
- AR
- 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
Adam is the leader and founder of Epstein Partners, one of the largest advisory teams at UBS.

Committed to delivering beyond expectations
Adam’s passion for wealth management is profound and consistent. He is committed to going the extra mile to find the ideal solution, strategy, and opportunity for each family—even when (and especially when) others have given up. Families rely on Adam’s tireless work ethic, persistence, and integrity to solve problems and help pursue their goals while delivering an unmatched level of service.

Guiding families. Perpetuating values.
While clients value his market insight and prudent portfolio management, Adam understands that family is at the core of what truly matters most. Keenly astute to understanding each family and their values, he believes that the right plan can help integrate the needs of multiple generations, perpetuate principles, and ensure a lasting legacy.

Experience
Adam is a Senior Portfolio Manager and is also among a select group of Private Wealth Advisors who have earned the prestigious Family Office Consultant and Institutional Consultant UBS designations. Prior to joining UBS in 2015, Adam was a Director at Credit Suisse and a Principal at Bernstein, where he was named to the Senior Investment Advisory Group. Adam was formerly a Vice President at Merrill Lynch.

Life
Adam and his wife, Rebecca, live in Greenwich, CT with their three children—Max, Teddy and Lizzie. Adam holds the Certified Investment Management Analyst® (CIMA®) designation and is a graduate of Bucknell University, where he was a Varsity tennis team member.
- Barron’s Top 100 Private Wealth Management Teams, 2022, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
- Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
- Barron's Top 1,200 Financial Advisors, 2019, 2020, 2021, 2022, 2023, 2024
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Barron's Top 100 Financial Advisors, 2022, 2023, 2024The Barron's rating is awarded annually in April and is based on information from the prior year Q4.
- Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
- Forbes America's Top Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Bucknell University
- Certified Investment Management Analyst®
- Family Office Consultant, UBS Family Office Consulting Program
- Institutional Consultant, UBS Institutional Consulting Program
- Senior Portfolio Manager
- UBS Pinnacle Advisor
100 West Putnam Ave
2nd Floor
Greenwich, CT 06830

adam.epstein@ubs.com

Adam F. Epstein, CIMA

100 West Putnam Ave,Greenwich,CT,06830
Sheila F. Klehm

Managing Director–Wealth Management

Family Office Consultant, UBS Family Office Consulting Program
View bio Industry recognition
- AR
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- 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 from around the world.

Sheila understands the concerns, dynamics, and possibilities that significant wealth presents, and draws on her 30+ years of experience to deliver personalized and creative wealth management solutions tailored to her clients’ sophisticated needs. Her goal is to help solve complex issues across investment portfolio construction and multi-generational wealth planning while helping clients meet long-term planning and philanthropic goals.

Sheila is among a select group of Private Wealth Advisors who have earned the prestigious Family Office Consultant UBS designations. In 2012, the Villanova Business School awarded her its highest honor for her distinguished career and extraordinary service to her community and the school. Sheila has spoken on personal finance topics and has presented at events such as the Harvard Kennedy School’s "From Harvard Square to the Oval Office" annual program, Villanova University Women’s Leadership Summit, and Maria Shriver’s Move for Minds Women’s Health Summit.

Over the years, Sheila has donated her time to several philanthropic causes. She is a dedicated advocate for women’s financial independence and education and sits on the advisory board of the Barnard College Francine A. LeFrak Center for Well-Being. Sheila also serves as a director of the Francine A. LeFrak Foundation, the Women’s Leadership Board of the Harvard Kennedy School, and as a member of Women Moving Millions. She was a former trustee of Villanova University. Prior to joining UBS in 2014, Sheila worked as a private wealth advisor at Morgan Stanley and a financial advisor at JP Morgan.
- Barron’s Top 100 Private Wealth Management Teams, 2022, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
- Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
- Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Villanova University
- Family Office Consultant, UBS Family Office Consulting Program
- Certified Investment Management Analyst®
- Private Wealth Relationship Manager
1285 Avenue Of The Americas
New York, NY 10019

sheila.klehm@ubs.com

Sheila F. Klehm

1285 Avenue Of The Americas,New York,NY,10019
Brian O'Connor

Financial Advisor
View bio
- NY
Brian is a relationship enthusiast driven by unwavering commitment and passion. Client satisfaction is at the heart of his approach, and he takes pride in crafting a personalized, high-touch client experience.

Prior to joining UBS, he worked as a Director, Client Relationship Manager at Winged Keel Group.

Brian is a member of the Board of Directors of New York Junior Tennis & Learning (NYJTL), the largest grassroots tennis and education nonprofit in the US, serving 85,000 NYC youths.

Brian and his wife, Beth live in Mamaroneck, NY with their three children, Carter, Brodie and Addison. Brian is a graduate of Binghamton University where he was a Varsity Tennis team member.
1285 Avenue Of The Americas
New York, NY 10019

brian.oconnor@ubs.com

Brian O'Connor

1285 Avenue Of The Americas,New York,NY,10019
Rick G. DeCicco, CIMA, CAIA

Director

Private Wealth Relationship Manager
View bio
- 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
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
Rick helps individuals and families with their investment and wealth management needs. He specializes in working with private business owners and corporate executives to help think through pre-transaction planning matters relating to tax, philanthropy and multi-generational wealth transfer. 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. Prior to joining UBS, he worked as an Investment & Wealth Strategist with Capital Group Private Client Services and a Senior Associate with BNY Mellon Wealth Management. Rick holds the Chartered Alternatives Investment Analyst (CAIA®), and Certified Investment Management Analyst® (CIMA®) professional designations, and serves as a member of the Investments and Wealth Institute. Rick graduated from Marist College and New York University’s Risk & Portfolio Management Program.

As a passionate member of his community, Rick is Chair of the Community Outreach Committee on Cents Ability’s Leadership Council, an organization dedicated to improving financial literacy for high school students across New York City. He is also involved with The Breast Cancer Research Foundation, or BCRF, and is a member of the Contemporaries at the Whitney Museum of Modern Art.
- Marist College, B.S., Finance
- New York University, Risk & Portfolio Management Graduate Program
- Private Wealth Relationship Manager
- Certified Investment Management Analyst®
- Chartered Alternative Investment Analyst®
- Member, Investments & Wealth Institute
- Series 7 and 66 securities licenses
1285 Avenue Of The Americas
New York, NY 10019

rick.decicco@ubs.com

Rick G. DeCicco, CIMA, CAIA

1285 Avenue Of The Americas,New York,NY,10019
Hunter L. Wynne, AWMA, CRPC

Senior Wealth Strategy Associate

Private Wealth Relationship Manager
View bio
- 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
- SD
- 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 and believes that trust is our greatest asset - one earned through consistently meeting and exceeding expectations. Through close collaboration with the team's investment committee, Hunter focuses on delivering clients the best thinking of the team and UBS. Hunter also co-chairs Epstein Partner's "WOW" Client Experience Committee.

Experience
Hunter joined UBS in 2015, where he's served as a Senior Private Wealth Strategy Associate and Private Wealth Relationship Manager. Prior to joining UBS, he founded and operated a consulting and advisory business in Mumbai, India, and worked as an investment banking associate at Jesup & Lamont in NYC.

Life
Hunter and his wife, Manisha, live in Manhatan with their two kids - Asha and John. Hunter enjoys a number of outdoor activities including hiking, kayaking, boating and fishing, and is an avid fly fisherman and experienced offshore angler. He carries a hands-on passion for collector automobiles from various regions and time periods, as well as a deep appreciation for antique furniture and art. Hunter plays tennis, soccer, and snowboards, in addition to being well-versed in a number of water sports.
- Boston University School of Management , B.A., Business Administration/Entrepreneurship
- Private Wealth Relationship Manager
- Accredited Wealth Management Advisor℠
- Chartered Retirement Planning Counselor
- Series 7, 9, 10, 63 and 66 securities licenses
- Life, Health, and Annuities insurance licenses
1285 Avenue Of The Americas
New York, NY 10019

hunter.wynne@ubs.com

Hunter L. Wynne, AWMA, CRPC

1285 Avenue Of The Americas,New York,NY,10019
Thomas W. Ladd

Senior Wealth Strategy Associate
View bio Industry recognition
- 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
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
Through comprehensive planning, Tom helps Epstein Partners’ clients pursue their most important objectives and goals. 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.
- Barron’s Top 100 Private Wealth Management Teams, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
- Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Georgetown University, Finance & Marketing
- Private Wealth Advisor
1285 Avenue Of The Americas
New York, NY 10019

thomas.ladd@ubs.com

Thomas W. Ladd

1285 Avenue Of The Americas,New York,NY,10019

Ryan J. Troy

Director

Senior Wealth Strategy Associate
View bio
- 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
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WY
Ryan joined Epstein Partners in 2021 and is responsible for analyzing portfolios, developing customized investment proposals for prospective and existing clients, and presenting investment solutions tailored to our client’s sophisticated goals. He also co-heads the team’s Investment Committee, reviewing model portfolios, asset allocation, and manager due diligence. Ryan previously worked at JPMorgan and BlackRock after graduating from The College of the Holy Cross in 2014 where he earned a B.A in political science and was a captain of the lacrosse team. He is Series 7 and 66 licensed.

Ryan lives in Battery Park with his wife, Natalia, and enjoys staying active outside of the office. He works closely with St Ignatius, a tuition-free middle school serving low income families in the South Bronx, and co-chairs the school’s Young Professionals Board.
- The College of the Holy Cross, B.A., Political Science
1285 Avenue Of The Americas
New York, NY 10019

ryan.troy@ubs.com

Ryan J. Troy

1285 Avenue Of The Americas,New York,NY,10019
Jessica P. Lite

Associate Director

Senior Wealth Strategy Associate
View bio
- 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
- SD
- 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.

“Our clients‘ goals often include wealth transfer for future generations. We can help you with maximizing your philanthropic impact, investment and borrowing management, survivor protection and tax strategies.”
- Washington University Olin School of Business, B.S., Finance, Marketing & International Business, Psychology
- Series 7 and 66 securities licenses
1285 Avenue Of The Americas
New York, NY 10019

jessica.lite@ubs.com

Jessica P. Lite

1285 Avenue Of The Americas,New York,NY,10019
Samuel C. Rosis

Senior Wealth Strategy Associate
View bio
- 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
- SD
- 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.
Home Worker CO
Home Worker CO, CO 000

sam.rosis@ubs.com

Samuel C. Rosis

Home Worker CO,Home Worker CO,CO,000
Allison E. Neumann

Wealth Strategy Associate
View bio
- 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
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.
- The College of the Holy Cross, B.S., Economics, Asian Studies
- Series 7 and 66 securities licenses
1285 Avenue Of The Americas
New York, NY 10019

allison.neumann@ubs.com

Allison E. Neumann

1285 Avenue Of The Americas,New York,NY,10019
Noah M. Buchwald

Senior Wealth Strategy Associate
View bio
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NH
- NJ
- NY
- OH
- OR
- PA
- RI
- TN
- TX
- UT
- VA
- 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.
- University of Maryland, B.A., Psychology
- Series 7 and 66 securities licenses
1285 Avenue Of The Americas
New York, NY 10019

noah.buchwald@ubs.com

Noah M. Buchwald

1285 Avenue Of The Americas,New York,NY,10019
Mary Kenlon

Client Associate
View bio
Mary graduated from the Fairfield University in 2023 with a bachelor’s degree in finance and accounting. She joined UBS upon graduation, where she began her career as a client service associate and team business manager for Epstein Partners.
- Fairfield University , B.S. in Finance and Accounting : 2023
1285 Avenue Of The Americas
New York, NY 10019

mary.kenlon@ubs.com

Mary Kenlon

1285 Avenue Of The Americas,New York,NY,10019

Samantha Rusoff

Senior Wealth Strategy Associate
View bio
- NY
Sam is a financial professional with a background in wealth management and financial planning. She supports the team with various strategic initiatives and client services.

Prior to joining UBS, she started her career at Morgan Stanley in wealth management. It was there that she honed her skills working with clients and building customized financial plans. She is a graduate of Cornell University with a degree from the School of Hotel Administration.

Outside of work, she enjoys mentoring students through SEO Scholars, exploring NYC restaurants with friends and family, and scuba diving in exotic locations.
- Cornell University
- Series 7, 63, and 65 securities licenses
1285 Avenue Of The Americas
New York, NY 10019

sam.rusoff@ubs.com

Samantha Rusoff

1285 Avenue Of The Americas,New York,NY,10019

Adam F. Epstein, CIMA

Managing Director–Wealth Management

Certified Investment Management Analyst®
View bio Industry recognition
- AR
- 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
Adam is the leader and founder of Epstein Partners, one of the largest advisory teams at UBS.

Committed to delivering beyond expectations
Adam’s passion for wealth management is profound and consistent. He is committed to going the extra mile to find the ideal solution, strategy, and opportunity for each family—even when (and especially when) others have given up. Families rely on Adam’s tireless work ethic, persistence, and integrity to solve problems and help pursue their goals while delivering an unmatched level of service.

Guiding families. Perpetuating values.
While clients value his market insight and prudent portfolio management, Adam understands that family is at the core of what truly matters most. Keenly astute to understanding each family and their values, he believes that the right plan can help integrate the needs of multiple generations, perpetuate principles, and ensure a lasting legacy.

Experience
Adam is a Senior Portfolio Manager and is also among a select group of Private Wealth Advisors who have earned the prestigious Family Office Consultant and Institutional Consultant UBS designations. Prior to joining UBS in 2015, Adam was a Director at Credit Suisse and a Principal at Bernstein, where he was named to the Senior Investment Advisory Group. Adam was formerly a Vice President at Merrill Lynch.

Life
Adam and his wife, Rebecca, live in Greenwich, CT with their three children—Max, Teddy and Lizzie. Adam holds the Certified Investment Management Analyst® (CIMA®) designation and is a graduate of Bucknell University, where he was a Varsity tennis team member.
- Barron’s Top 100 Private Wealth Management Teams, 2022, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
- Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
- Barron's Top 1,200 Financial Advisors, 2019, 2020, 2021, 2022, 2023, 2024
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Barron's Top 100 Financial Advisors, 2022, 2023, 2024The Barron's rating is awarded annually in April and is based on information from the prior year Q4.
- Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
- Forbes America's Top Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Bucknell University
- Certified Investment Management Analyst®
- Family Office Consultant, UBS Family Office Consulting Program
- Institutional Consultant, UBS Institutional Consulting Program
- Senior Portfolio Manager
- UBS Pinnacle Advisor
100 West Putnam Ave
2nd Floor
Greenwich, CT 06830

adam.epstein@ubs.com

Adam F. Epstein, CIMA

100 West Putnam Ave,Greenwich,CT,06830
Sheila F. Klehm

Managing Director–Wealth Management

Family Office Consultant, UBS Family Office Consulting Program
View bio Industry recognition
- AR
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- 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 from around the world.

Sheila understands the concerns, dynamics, and possibilities that significant wealth presents, and draws on her 30+ years of experience to deliver personalized and creative wealth management solutions tailored to her clients’ sophisticated needs. Her goal is to help solve complex issues across investment portfolio construction and multi-generational wealth planning while helping clients meet long-term planning and philanthropic goals.

Sheila is among a select group of Private Wealth Advisors who have earned the prestigious Family Office Consultant UBS designations. In 2012, the Villanova Business School awarded her its highest honor for her distinguished career and extraordinary service to her community and the school. Sheila has spoken on personal finance topics and has presented at events such as the Harvard Kennedy School’s "From Harvard Square to the Oval Office" annual program, Villanova University Women’s Leadership Summit, and Maria Shriver’s Move for Minds Women’s Health Summit.

Over the years, Sheila has donated her time to several philanthropic causes. She is a dedicated advocate for women’s financial independence and education and sits on the advisory board of the Barnard College Francine A. LeFrak Center for Well-Being. Sheila also serves as a director of the Francine A. LeFrak Foundation, the Women’s Leadership Board of the Harvard Kennedy School, and as a member of Women Moving Millions. She was a former trustee of Villanova University. Prior to joining UBS in 2014, Sheila worked as a private wealth advisor at Morgan Stanley and a financial advisor at JP Morgan.
- Barron’s Top 100 Private Wealth Management Teams, 2022, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
- Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
- Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Villanova University
- Family Office Consultant, UBS Family Office Consulting Program
- Certified Investment Management Analyst®
- Private Wealth Relationship Manager
1285 Avenue Of The Americas
New York, NY 10019

sheila.klehm@ubs.com

Sheila F. Klehm

1285 Avenue Of The Americas,New York,NY,10019
Brian O'Connor

Financial Advisor
View bio
- NY
Brian is a relationship enthusiast driven by unwavering commitment and passion. Client satisfaction is at the heart of his approach, and he takes pride in crafting a personalized, high-touch client experience.

Prior to joining UBS, he worked as a Director, Client Relationship Manager at Winged Keel Group.

Brian is a member of the Board of Directors of New York Junior Tennis & Learning (NYJTL), the largest grassroots tennis and education nonprofit in the US, serving 85,000 NYC youths.

Brian and his wife, Beth live in Mamaroneck, NY with their three children, Carter, Brodie and Addison. Brian is a graduate of Binghamton University where he was a Varsity Tennis team member.
1285 Avenue Of The Americas
New York, NY 10019

brian.oconnor@ubs.com

Brian O'Connor

1285 Avenue Of The Americas,New York,NY,10019
Rick G. DeCicco, CIMA, CAIA

Director

Private Wealth Relationship Manager
View bio
- AZ
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Rick helps individuals and families with their investment and wealth management needs. He specializes in working with private business owners and corporate executives to help think through pre-transaction planning matters relating to tax, philanthropy and multi-generational wealth transfer. 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. Prior to joining UBS, he worked as an Investment & Wealth Strategist with Capital Group Private Client Services and a Senior Associate with BNY Mellon Wealth Management. Rick holds the Chartered Alternatives Investment Analyst (CAIA®), and Certified Investment Management Analyst® (CIMA®) professional designations, and serves as a member of the Investments and Wealth Institute. Rick graduated from Marist College and New York University’s Risk & Portfolio Management Program.

As a passionate member of his community, Rick is Chair of the Community Outreach Committee on Cents Ability’s Leadership Council, an organization dedicated to improving financial literacy for high school students across New York City. He is also involved with The Breast Cancer Research Foundation, or BCRF, and is a member of the Contemporaries at the Whitney Museum of Modern Art.
- Marist College, B.S., Finance
- New York University, Risk & Portfolio Management Graduate Program
- Private Wealth Relationship Manager
- Certified Investment Management Analyst®
- Chartered Alternative Investment Analyst®
- Member, Investments & Wealth Institute
- Series 7 and 66 securities licenses
1285 Avenue Of The Americas
New York, NY 10019

rick.decicco@ubs.com

Rick G. DeCicco, CIMA, CAIA

1285 Avenue Of The Americas,New York,NY,10019
Hunter L. Wynne, AWMA, CRPC

Senior Wealth Strategy Associate

Private Wealth Relationship Manager
View bio
- AZ
- CA
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Earning your trust every day
As a Relationship Manager, Hunter is responsible for working directly with clients and believes that trust is our greatest asset - one earned through consistently meeting and exceeding expectations. Through close collaboration with the team's investment committee, Hunter focuses on delivering clients the best thinking of the team and UBS. Hunter also co-chairs Epstein Partner's "WOW" Client Experience Committee.

Experience
Hunter joined UBS in 2015, where he's served as a Senior Private Wealth Strategy Associate and Private Wealth Relationship Manager. Prior to joining UBS, he founded and operated a consulting and advisory business in Mumbai, India, and worked as an investment banking associate at Jesup & Lamont in NYC.

Life
Hunter and his wife, Manisha, live in Manhatan with their two kids - Asha and John. Hunter enjoys a number of outdoor activities including hiking, kayaking, boating and fishing, and is an avid fly fisherman and experienced offshore angler. He carries a hands-on passion for collector automobiles from various regions and time periods, as well as a deep appreciation for antique furniture and art. Hunter plays tennis, soccer, and snowboards, in addition to being well-versed in a number of water sports.
- Boston University School of Management , B.A., Business Administration/Entrepreneurship
- Private Wealth Relationship Manager
- Accredited Wealth Management Advisor℠
- Chartered Retirement Planning Counselor
- Series 7, 9, 10, 63 and 66 securities licenses
- Life, Health, and Annuities insurance licenses
1285 Avenue Of The Americas
New York, NY 10019

hunter.wynne@ubs.com

Hunter L. Wynne, AWMA, CRPC

1285 Avenue Of The Americas,New York,NY,10019
Thomas W. Ladd

Senior Wealth Strategy Associate
View bio Industry recognition
- AZ
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Through comprehensive planning, Tom helps Epstein Partners’ clients pursue their most important objectives and goals. 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.
- Barron’s Top 100 Private Wealth Management Teams, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
- Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Georgetown University, Finance & Marketing
- Private Wealth Advisor
1285 Avenue Of The Americas
New York, NY 10019

thomas.ladd@ubs.com

Thomas W. Ladd

1285 Avenue Of The Americas,New York,NY,10019
Ryan J. Troy

Director

Senior Wealth Strategy Associate
View bio
- AZ
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Ryan joined Epstein Partners in 2021 and is responsible for analyzing portfolios, developing customized investment proposals for prospective and existing clients, and presenting investment solutions tailored to our client’s sophisticated goals. He also co-heads the team’s Investment Committee, reviewing model portfolios, asset allocation, and manager due diligence. Ryan previously worked at JPMorgan and BlackRock after graduating from The College of the Holy Cross in 2014 where he earned a B.A in political science and was a captain of the lacrosse team. He is Series 7 and 66 licensed.

Ryan lives in Battery Park with his wife, Natalia, and enjoys staying active outside of the office. He works closely with St Ignatius, a tuition-free middle school serving low income families in the South Bronx, and co-chairs the school’s Young Professionals Board.
- The College of the Holy Cross, B.A., Political Science
1285 Avenue Of The Americas
New York, NY 10019

ryan.troy@ubs.com

Ryan J. Troy

1285 Avenue Of The Americas,New York,NY,10019
Jessica P. Lite

Associate Director

Senior Wealth Strategy Associate
View bio
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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.

“Our clients‘ goals often include wealth transfer for future generations. We can help you with maximizing your philanthropic impact, investment and borrowing management, survivor protection and tax strategies.”
- Washington University Olin School of Business, B.S., Finance, Marketing & International Business, Psychology
- Series 7 and 66 securities licenses
1285 Avenue Of The Americas
New York, NY 10019

jessica.lite@ubs.com

Jessica P. Lite

1285 Avenue Of The Americas,New York,NY,10019
Samuel C. Rosis

Senior Wealth Strategy Associate
View bio
- AZ
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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.
Home Worker CO
Home Worker CO, CO 000

sam.rosis@ubs.com

Samuel C. Rosis

Home Worker CO,Home Worker CO,CO,000
Allison E. Neumann

Wealth Strategy Associate
View bio
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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.
- The College of the Holy Cross, B.S., Economics, Asian Studies
- Series 7 and 66 securities licenses
1285 Avenue Of The Americas
New York, NY 10019

allison.neumann@ubs.com

Allison E. Neumann

1285 Avenue Of The Americas,New York,NY,10019
Noah M. Buchwald

Senior Wealth Strategy Associate
View bio
- CA
- CO
- CT
- DC
- DE
- FL
- GA
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- IN
- KS
- LA
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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.
- University of Maryland, B.A., Psychology
- Series 7 and 66 securities licenses
1285 Avenue Of The Americas
New York, NY 10019

noah.buchwald@ubs.com

Noah M. Buchwald

1285 Avenue Of The Americas,New York,NY,10019
Mary Kenlon

Client Associate
View bio
Mary graduated from the Fairfield University in 2023 with a bachelor’s degree in finance and accounting. She joined UBS upon graduation, where she began her career as a client service associate and team business manager for Epstein Partners.
- Fairfield University , B.S. in Finance and Accounting : 2023
1285 Avenue Of The Americas
New York, NY 10019

mary.kenlon@ubs.com

Mary Kenlon

1285 Avenue Of The Americas,New York,NY,10019
Samantha Rusoff

Senior Wealth Strategy Associate
View bio
- NY
Sam is a financial professional with a background in wealth management and financial planning. She supports the team with various strategic initiatives and client services.

Prior to joining UBS, she started her career at Morgan Stanley in wealth management. It was there that she honed her skills working with clients and building customized financial plans. She is a graduate of Cornell University with a degree from the School of Hotel Administration.

Outside of work, she enjoys mentoring students through SEO Scholars, exploring NYC restaurants with friends and family, and scuba diving in exotic locations.
- Cornell University
- Series 7, 63, and 65 securities licenses
1285 Avenue Of The Americas
New York, NY 10019

sam.rusoff@ubs.com

Samantha Rusoff

1285 Avenue Of The Americas,New York,NY,10019

The proof is in our numbers

7 billion

Assets under management

As of 09/30/2024

Investment professionals on the team

A way forward

Understanding your life, your wealth and what you want to accomplish.

We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

Let's talk about how we can help you plan for the life you want

Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

You. Connected.

As a UBS Private Wealth Management team, we connect you to firmwide experts, thought leaders and premier resources to address your most important goals.

Advanced Planning

The Advanced Planning Group consists of former practicing estate planning and tax attorneys who provide comprehensive planning and sophisticated advice and education to UHNW UBS clients. The team also serves as a think tank for the firm, providing thought leadership insight and creating robust intellectual capital on estate planning, tax, and related topics of interest to UHNW families.

Family Office Solutions

Customized advice with a multigenerational approach exclusively for centimillionaire and billionaire clients who require bespoke and holistic advisory solutions. Their original thought leadership provides keen insight borne from countless conversations with prominent families.

Family Advisory & Philanthropy Services

Advice and solutions to help families flourish for generations, including intentional communication and decision-making, intergenerational wealth transitions, family governance, philanthropic legacies and more. The independent UBS Optimus Foundation funds high-impact programs in health, education, child protection and the environment.

Learn more

Connect with us

UBS Global Family Office Report 2024

Insights from UBS family office clients around the globe. Thanks to our unique client base, it provides the world’s largest and most comprehensive study of single family offices.

Read report

Charitable Giving: Rules of the Road

An overview of philanthropic strategies and their impact to help you evaluate different options.

Read report

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Solutions for the life you lead

Multigenerational families
Get a deeper understanding of how your family can work together to make decisions about life, business and the legacy you hope to leave behind.

Founders and entrepreneurs
The decision to exit your business is rarely simple. That's why it's never too early to get advice and expertise on the issues you'll face and the plan we develop for each step of the selling process.

Senior executives
Whether you are executing stock options or selling shares within a corporate window, we understand the complexities of these transactions and strive to simplify the process while helping you gain the most from your awards.

Family offices
We harness the power of the firm's institutional and wealth management resources—UBS traders, bankers, analysts and sales teams in every market, product class and currency to serve the needs of the country's most successful family offices.

Philanthropy
As a team, we understand how important it is for our clients to give back to their communities and the causes that are important to them. Together, we address your current charitable affiliations, goals and contributions.

Nonprofits
As Institutional Consultants, we work with your investment committee to create a highly customized investment approach aligned with your nonprofit's mission, spending policy, risk tolerance, liquidity needs and fiduciary responsibilities.

Stewardship your family deserves

With the goal of translating your intentions into a tangible plan for future generations, we work with dedicated teams including family advisory specialist, advanced planning and philanthropy experts.

Our clients are deeply concerned about the role—positive and negative—that wealth will play in their families. They are looking to the next generation for responsible financial stewardship. We can facilitate conversations with your loved ones and help you develop a unified vision for all that you want to accomplish with your wealth.

Private Wealth Management is an exclusive division within UBS
We access the expertise, global platforms and financial and intellectual strengths of the UBS Private Wealth Management division to guide you and your family toward your most important goals. Whether it‘s helping you pursue a philanthropic passion, a new business venture or a purposeful legacy, these exceptional resources enable us to provide you with innovation and opportunity from across the firm and around the globe.

Planning perpetuates values across generations

What were the values instilled in you? How will you pass them on? We believe the right plan reflects your values— from your work ethic to your philanthropic mission—and integrates your goals across generations.

We model a range of market outcomes to help you “pre-experience“ the impact of important decisions related to investment strategy, liquidity planning and retirement planning. Essentially, we "stress test" the impact of these decisions to help gauge your probability of success and to make the most informed decisions today.

The right plan vs. the optimal plan
Your plan is a commitment you and your family make over time. We'll help you determine the “right“ plan vs. the "optimal“ plan—one that looks beyond the optimal numbers and reflects an integrated view of multigenerational estate, tax and philanthropic goals. It evolves and adapts with you and your family, as your life and needs change over time. Our planning conversations focus on:

Asset titling and ownership
Estate tax liability management
Lifetime gifting strategies
Tax and legal structures such as trusts and philanthropic vehicles
Cash flow planning
Asset replacement solutions such as insurance

A commitment to philanthropy
Philanthropy can be a great tool to educate your children on both the process of investing and the positive impact wealth can have. Ongoing conversations can ultimately lead to their own participation in the decision-making process. We've found in our practice that families with well-defined philanthropic efforts often build stronger bonds and in some cases, greater philanthropic commitment across generations.

Epstein Partners

Driven to deliver beyond expectations

At Epstein Partners, we understand that every family is unique in its circumstances and challenges

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Adam F. Epstein, CIMA

Sheila F. Klehm

Brian O'Connor

Rick G. DeCicco, CIMA, CAIA

Hunter L. Wynne, AWMA, CRPC

Thomas W. Ladd

Ryan J. Troy

Jessica P. Lite

Samuel C. Rosis

Allison E. Neumann

Noah M. Buchwald

Mary Kenlon

Samantha Rusoff

Adam F. Epstein, CIMA

Sheila F. Klehm

Brian O'Connor

Rick G. DeCicco, CIMA, CAIA

Hunter L. Wynne, AWMA, CRPC

Thomas W. Ladd

Ryan J. Troy

Jessica P. Lite

Samuel C. Rosis

Allison E. Neumann

Noah M. Buchwald

Mary Kenlon

Samantha Rusoff

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Education

Credentials

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Education

Credentials

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The proof is in our numbers

A way forward

You. Connected.

You. Connected.

Advanced Planning

Advanced Planning

Family Office Solutions

Family Office Solutions

Family Advisory & Philanthropy Services

Family Advisory & Philanthropy Services

UBS Global Family Office Report 2024

Charitable Giving: Rules of the Road

Request your report

Thank you! Your request has been submitted.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

A focus on personalized access and service

Solutions for the life you lead

Stewardship your family deserves

Planning perpetuates values across generations

Insights

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