As a senior member of Epstein Partners at UBS, Noah focuses on providing strategic guidance and direction for their most sophisticated Private Wealth clients. He builds long-term relationships by advising clients on more complex wealth management solutions, including pre-transaction planning, philanthropy, insurance optimization and risk management. Previously, Noah was Director of Private Client Service and Wealth Advisor at Stone Toro Investment Advisors LP.
Noah is the founding Chair of the Children’s Village (CV) Leadership Council—a group of young professionals interested in supporting at-risk youth in the pursuit of success. Noah is also a member of Nexus Global Philanthropy Community of exceptional young social entrepreneurs, philanthropists and impact investors committed to creating a better world. In his spare time Noah is an avid outdoor enthusiast, has climbed mountains the world over (e.g., Kilimanjaro), and enjoys golf and snowboarding. Noah holds a B.S. in Finance from Syracuse University.