UBS/Rottenstein Wealth Management
Aaron is a Wealth Advisor 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 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 a member of the investment committee, and serves as an officer on the board of directors and as the Treasurer 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 skilled nursing physical therapist in Tucson; and is the proud father of two – his son, Ezra, and his daughter, Alice.