Of the approximately 7,000 financial advisors at UBS, Myron is one of only 114 who are Institutional Consultants representing the UBS Institutional Consulting Group. Among institutional consultants, Myron has further specialized as a member of the UBS Institutional consulting endowment and foundation program. He began his professional career as a graduate level Social Worker as an administrator for not for profit organizations. Through this diverse professional background, Myron has extensive experience working with committees and boards which has enabled him to add value and perspective in his work as an Institutional Consultant. Myron transitioned into financial services 36 years ago and has been with UBS and PaineWebber, which was acquired by UBS in 2000, for the past 30 years.

Myron was named by Barron's Magazine in February of 2011 as one of the nation's top 1000 advisors, and has dedicated his career to furthering the financial services profession by building deep and meaningful relationships with his clients. In Myron's 36 years of financial services industry experience, he has worked with clients and their families to address their holistic investment and financial needs utilizing his skills as a Certified Financial Planner.  A Graduate of the State University of New York at New Paltz, Myron earned his Certified Investment Management Analyst Certification (CIMA) from the Wharton School of Business.  As one of 100 advisors nationwide accredited as a UBS Institutional Consultant, Myron uses his experience to consult large foundations, pension plans, endowments, and corporations in addition to the services he provides his private clients. 

Outside of Myron's financial experience, he has a Masters degree in Social Work. In his private life, Myron has served on the investment committee for the University of Arizona, on the State of Arizona Cultural Data Project Task Force through the PEW Charitable Trusts, on the Finance Committee of the Tucson Jewish Community Center, as an Executive Committee member for the Southern Arizona Jewish Community Foundation, a member of the investment committee for the University of Arizona and the University of Arizona Foundation, and served on the planning committee for the 2011 International Jewish Funder's Network.  Myron, along with his wife, Anna are the parents of two and are also blessed with two grandchildren here in Tucson.

Registered States:
AZ, CA, CO, DE, FL, IL, IN, KS, MA, NJ, NM, NV, NY, TN, TX, UT, VA, WA

Aaron is a Certified Investment Analyst (CIMA) and a CERTIFIED FINANCIAL PLANNER™ at UBS Financial Services, Inc, based in Tucson, Arizona. Aaron specializes in supporting a diverse clientele, bringing world-class investment consulting and wealth management services to retirement and pension plans, non- profit organizations, foundations, endowments, growing businesses, and select private clients.

Prior to returning to his childhood home of Tucson, Arizona and joining UBS, Aaron served as a senior aide on Capitol Hill for the Joint Economic Committee of Congress (JEC) and as a high-level advisor to key members of the Senate Banking Committee and House Financial Services Committee. At the age of 24, and during the heart of the global financial crisis, Aaron was named as the Press Secretary for the JEC, making him one of the youngest ever to serve in such a high profile role on Capitol Hill.

In 2012, Aaron was recognized nationally within UBS and was selected to participate in the national New Financial Advisors Leadership Forum at the firm's national headquarters. Aaron has also successfully completed the UBS Wealth Advisor Program, a highly-selective national development program for proven leaders in the wealth management field who have demonstrated the ability and desire to master the most contemporary and advanced investment and wealth management skills to benefit the firm's clientele. Aaron is also one of approximately one percent of all UBS Financial Advisors who have been admitted into the UBS Institutional Consulting Group, empowering Aaron to work with some of UBS' most sophisticated, largest, and complex clients. 

Aaron is a native Tucsonan who received his Bachelor's Degree from The University of Arizona. In 2015, Aaron was honored as one of Southern Arizona's 40 under 40. He serves as a trustee of the Jewish Community Foundation of Southern Arizona where he is also their board's secretary and a member of the executive committee. He serves as an officer on the board of directors and as the Vice Chair of Social Venture Partners Tucson. Aaron is active with the University of Arizona Alumni Association, the Alpha Epsilon Pi Fraternity and numerous other local non-profits throughout Southern Arizona. He is married to Stephanie Bowers, a school-based pediatric physical therapist in Tucson; and is the proud father of two - his six year old son, Ezra, and his four year old daughter Alice.

Registered States:
AZ, CA, CO, DC, DE, FL, IL, IN, KS, MA, MT, NJ, NM, NV, NY, OR, TN, TX, UT, VA, WA

Registered States:
AZ, CA, CO, NY, OH