A legacy for generations

• 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
• NE
• NH
• NJ
• NM
• NV
• NY
• OH
• OK
• OR
• PA
• PR
• RI
• SC
• SD
• TN
• TX
• UT
• VA
• VI
• VT
• WA
• WI
• WV
• WY

Experience to guide you forward

With over 20 years of experience in wealth management, Ryan joined UBS in 2002 following graduation from the University of Texas at Austin with a degree in economics. He is a Private Wealth Advisor at UBS, having completed the program focused on the specific planning and advisory needs of ultra high net worth clients and their families. Additionally, Ryan has successfully completed UBS training in the Portfolio Management Program to earn the Senior Portfolio Manager designation.

Recognized for an accomplished career and commitment to service, Ryan was named to the influential UBS Financial Advisor Advisory Council (FAAC) in 2016 and chosen as cochair of the council in the fall of 2017 until his term expired in January 2020. The FAAC is a select group of 15 Financial Advisors who represent all UBS advisors, addressing critical issues and concerns that ultimately help them better serve their clients.

Education and credentials

– Series 7, 63 and 65 securities licenses and the general lines insurance license

– B.S., Economics, University of Texas at Austin

Outside of UBS

Ryan is an avid golfer & sports fan, and coaches several of his children’s sports teams. In addition, he serves on the Capital Campaign Committee at Trinity Christian Academy. He resides in Dallas with his wife Danielle, their three children—Bentley, Farrah and Channing—and their two golden retrievers, Tucker and Bailey.

• 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, 2024, 2025The 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, 2025
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2017, 2019The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
• 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, 2022, 2023, 2024, 2025The 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, 2024, 2025The 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, 2024, 2025The 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.
• Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.

• B.S., Economics, University of Texas at Austin

• Private Wealth Advisor
• Series 7, 63 and 65 securities licenses
• General lines insurance license

• 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
• NE
• NH
• NJ
• NM
• NV
• NY
• OH
• OK
• OR
• PA
• PR
• RI
• SC
• TN
• TX
• UT
• VA
• VI
• VT
• WA
• WI
• WV
• WY

Experience to guide you forward

For over two decades, Brad has provided comprehensive wealth management advice to clients ranging from the emerging affluent to the ultra-high net worth. He is a passionate problem solver, and provides critical insight and solutions for his clients’ complex wealth management needs.

Brad has held a number of leadership roles within UBS. From 2014 to 2015, he was a member of the UBS FA Advisory Council, a select group of 14 advisors chosen to represent all UBS advisors firm wide. The council focuses on shaping the firm's wealth management strategies. Brad has also been recognized within UBS as a lecturer on practice management and financial advisor development. Brad is a distinguished member of the UBS Pinnacle Council, which represents an exclusive group of the firm's top advisors.

Brad is a frequent commentator on wealth management issues for the media, and has been a guest on Yahoo! Finance's "The Final Round" and SiriusXM Satellite Radio's "Behind the Markets". He has also been featured in The Wall Street Journal, Barron’s, Bloomberg BusinessWeek, USATODAY, Investor's Business Daily, Fox Business News, The Philadelphia Inquirer, amongst other publications.

Professional Achievements and Education

• CERTIFIED FINANCIAL PLANNER™, Certified Private Wealth Advisor® Certified Investment Management Analyst®
• B.A., Boston University

Outside of UBS

Brad lives in the suburbs of Philadelphia with his wife Ariann, and their two children Alexa and Trevor. He is actively involved in his local community. In addition, he serves on The Corporate Council of The Children's Hospital of Philadelphia composed of top executives from the region. 

• 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, 2024, 2025The 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, 2025
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• 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 Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025The 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, 2024, 2025The 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.
• UBS Wealth Management Pinnacle Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

• Boston University, B.A.

• CERTIFIED FINANCIAL PLANNER®
• Certified Investment Management Analyst®
• Private Wealth Advisor

• AL
• AR
• AZ
• CA
• CO
• DE
• FL
• GA
• HI
• IA
• ID
• IL
• IN
• KS
• KY
• LA
• MA
• MD
• MI
• MN
• MO
• NC
• NH
• NJ
• NM
• NV
• NY
• OH
• OK
• PA
• SC
• TN
• TX
• UT
• VA
• WA
• WI
• WY

Experience to guide you forward

Barry has devoted his 28 years in the financial services industry to UBS and its predecessor firms, earning particular experience in the area of portfolio management. He successfully completed UBS training in the Portfolio Management Program to earn the Senior Portfolio Manager designation.

Professional achievements and education

• B.B.A., Finance
• M.B.A., Financial Planning, University of Dallas

Outside of UBS

In his free time, Barry enjoys Baylor football, golfing and spending time at his ranch with his family. He also serves annually as a Gallery Guard at the Masters Golf Tournament. Barry lives in Plano with his wife, Kimberly, and their two sons, Cross and Reece.

• Barron’s Top 250 Private Wealth Management Teams, 2025The Barron's rating is awarded annually in May based on information from the prior year Q4.

• B.B.A., Finance
• M.B.A., Financial Planning, University of Dallas

• AL
• AR
• AZ
• CA
• CO
• FL
• GA
• IA
• IL
• IN
• MA
• MD
• MI
• MN
• MS
• NC
• NJ
• NM
• NY
• OK
• OR
• PA
• PR
• SC
• TN
• TX
• VA
• VT
• WA

David Greenman is a Senior Vice President and Senior Portfolio Manager with UBS Financial. In 1999, he and Don Donnally formed the Donnally Greenman Group to assist high net worth individuals, families, and family offices with their investments.

With over 30 years of financial services experience, David brings a dedicated perspective to his clients, emphasizing a disciplined investment style and a high-touch, premium level of service. He is able to nurture long-term, multi-generational relationships by understanding each client's goals. David is a Senior Portfolio Manager which is a select group of advisors who have met a rigorous screening process to manage discretionary assets and have on-going quantitative and qualitative reviews.

David grew up in the investment management industry, as his father and four uncles were investment advisors. After graduating from the University of Colorado- Boulder with a B.A. degree in History, David joined Smith Barney in Miami in 1992, and moved to their Dallas office in 1994 as Managing Director. He and Don transitioned to J.P. Morgan Securities' predecessor firm, Bear Stearns, in 2005. He now proudly represents UBS Financial Services.

• Barron’s Top 250 Private Wealth Management Teams, 2025The Barron's rating is awarded annually in May based on information from the prior year Q4.
• Barron's Top 1,200 Financial Advisors, 2014, 2015
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• Forbes Best-in-State Wealth Advisors, 2024, 2025The 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.
• UBS Wealth Management President’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

• AZ
• CA
• CO
• DE
• FL
• IL
• MD
• MI
• NC
• NJ
• NY
• PA

Experience to guide you forward

Neil began his career in one of the equity market's most tumultuous months on record – and over the past 40 years he has helped clients manage their wealth throughout good times and bad. Neil joined UBS in 2009 after 21 years at Smith Barney.

With his clients, Neil emphasizes asset allocation and total portfolio management with a focus on retirement income planning; he also helps with education funding, structures for charitable giving, and estate planning.

Professional Achievements and Education

• Series 7 and 63 securities licenses
• Licenses for life, accident and health insurance, and variable annuities
• B.S., Finance from Thomas Jefferson University

Outside of UBS

Neil and his wife live in Fort Washington and have just welcomed their first grandchild Skylar.

• Barron’s Top 250 Private Wealth Management Teams, 2025The Barron's rating is awarded annually in May based on information from the prior year Q4.

• Thomas Jefferson University, B.S., Finance

• Series 7 and 63 securities licenses
• Licenses for life, accident and health insurance, and variable annuities

• AR
• AZ
• CA
• CO
• CT
• DC
• DE
• FL
• GA
• ID
• IL
• KY
• MA
• MD
• MI
• MT
• NC
• NH
• NJ
• NM
• NV
• NY
• OH
• OR
• PA
• SC
• TN
• TX
• UT
• VA
• VT
• WA

Experience to guide you forward

Over the last four decades, Richard has helped his clients navigate the ever-changing financial markets with his sound investment advice and guidance. His systemic approach to investing ensures his clients' portfolios are aligned with their investment goals and risk tolerance.

Richard began his career at Merrill Lynch, where he worked for 10 years prior to joining UBS in 1986. He specializes in the fixed income markets with a focus on municipal bonds.

Professional Achievements and Education

• B.S., Accounting, from Kent State University.

Outside of UBS

He lives in Lake Worth, Florida with his wife, Tracy. They have a daughter Blair, who is a manager, Sales & Catering at Gurney's Resorts in Montauk, New York.

• Barron’s Top 250 Private Wealth Management Teams, 2025The Barron's rating is awarded annually in May based on information from the prior year Q4.

• Kent State University, B.S., Accounting

• AL
• AZ
• CA
• CO
• DC
• DE
• FL
• GA
• HI
• IA
• IL
• IN
• KS
• KY
• LA
• MA
• MD
• ME
• MI
• MO
• MS
• NC
• NH
• NJ
• NM
• NV
• NY
• OH
• OK
• OR
• PA
• SC
• TN
• TX
• UT
• VA
• WA
• WI
• WY

Experience to guide you forward

Howell is a 49 year veteran of UBS Financial Services, Inc. and its predecessor firms, beginning his career in the summer of 1968 after receiving his BBA from Southern Methodist University that same year. Howell takes great pride in providing a consistent level of service to all his clients. He makes it a top priority with each client to meet and understand every individual's expectations and risk objectives. He really enjoys each individual relationship and strives to create lifelong partnerships with his clients.

Professional achievements and education

• B.B.A., Finance, Southern Methodist University
• Series 7, 63 and general securities license

Outside of UBS

Howell is a member of the Salesmanship Club of Dallas, the Dallas Country Club, the Little Sandy Hunting & Fishing Club, and he serves on SMU's planned giving council. He is a former member of the SMU Alumni Association board, the City of University Park Employee Benefits and Finance Committee, a former Chairman for the Salesmanship Club Foundation and was on the Episcopal Foundation of Dallas Board. Howell and his wife Nancy have three children and five grandchildren. He and Nancy are members of the St. Michael and All Angels Episcopal Church. In his time away from the office, Howell enjoys spending time with his grandchildren, hunting, fishing and traveling with his family. Howell and Nancy live in University Park.

• Barron’s Top 250 Private Wealth Management Teams, 2025The Barron's rating is awarded annually in May based on information from the prior year Q4.

• Southern Methodist University, B.B.A., Finance

• Series 7, 63 and general securities licenses

• AL
• CA
• CO
• FL
• GA
• MD
• MI
• MT
• NM
• NV
• NY
• OK
• SC
• TN
• TX
• UT
• WA

Experience to guide you forward

Gary has been with UBS and its predecessor firms since September 1980. He started with the Dallas branch of Paine Webber and was hired by manager Myron Bond. Gary partnered with Myron in 2013. With over 36 years of experience in wealth management, Gary has extensive knowledge of individual stock, bonds, mutual funds as well as insurance and estate planning.

Outside of UBS

While attending UNT he played football under Coach Hayden Fry and was team captain in 1977. Today, Gary still enjoys sports, spending time outdoors, carpentry and being with his family. He is an active member of Highland Park Presbyterian Church and enjoys singing in the choir. Gary lives in Preston Hollow with his wife, Martha. They have two grown children and three grandchildren.

• Barron’s Top 250 Private Wealth Management Teams, 2025The Barron's rating is awarded annually in May based on information from the prior year Q4.

• University of North Texas, B.B.A., Marketing

• Series 7, 63, commodities licenses
• General lines insurance license

• CA
• FL
• GA
• LA
• MA
• MN
• NC
• NJ
• NY
• OH
• PA
• SC
• TX
• VA
• WA
• WI

Experienced, engaged, forward-thinking

Scott began his career at UBS in 2011 within the Alternative Investment Group at the Wealth Management Americas Headquarters in New Jersey. He then moved on to the Asset Management Group in New York City and San Francisco before joining the Philadelphia office in Global Wealth Management. Working across the country in multiple business units has given him knowledge and experience to educate his clients on the global resources of UBS.

As someone who has always been passionate about building meaningful relationships, Scott works closely with professional athletes, entrepreneurs, business owners and high net-worth families with a focus on planning, asset management and banking. He is high-energy, forward-thinking and engaged in helping his clients achieve their financial goals.

Credentials that build confidence

• Series 7 and 66 securities licenses
• Life and health insurance licenses
• B. S. in Finance & Economics, University of Delaware
• MBA in Finance, Fordham University, Summa Cum Laude

Outside of UBS

Scott is a talented singer/songwriter/musician who also collects watches and is a car enthusiast. He and his wife Eileen live in Wayne, PA and enjoy being active and social in the Greater Philadelphia community.

• Barron’s Top 250 Private Wealth Management Teams, 2025The Barron's rating is awarded annually in May based on information from the prior year Q4.

• 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
• NE
• NH
• NJ
• NM
• NV
• NY
• OH
• OK
• OR
• PA
• PR
• RI
• SC
• SD
• TN
• TX
• UT
• VA
• VT
• WA
• WI
• WV
• WY

Experience to guide you forward

Emily joined the firm in 1999 as a Client Service Associate (CSA), rising to Senior Registered Client Service Associate throughout the years. In 2012, she broadened her responsibilities within Park Cities Wealth Management to become a Wealth Strategy Associate focusing more on client analytics, trading and planning.

Having earned both Series 7 and 66 securities licenses, she provides greater insight into helping her clients make more informed decisions. UBS has recognized Emily's hard work and commitment to clients with the UBS Service Excellence Award for 2009—an honor given to only four candidates each year, company-wide. Since then Emily has become a role model and mentor for other CSAs across UBS. She has been a CSA coach since inception in 2010 and has been on the CSA Coach Advisory Council from 2014 – 2016. This select group of 10 members serves as the collective voice of all UBS CSAs as they address important topics and concerns that can help them better serve their clients.

Professional achievements and education

• B.A., Psychology, Texas Tech University
• Series 7 and 66 securities licenses

Outside of UBS

Outside of the office, Emily enjoys reading, spending time with family and friends, and playing soccer. In her spare time, she enjoys traveling to new places. Emily and her husband John reside in Dallas.

• Texas Tech University, B.A., Psychology,

• Series 7 and 66 Securities Licenses

• 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
• NE
• NH
• NJ
• NM
• NV
• NY
• OH
• OK
• OR
• PA
• SC
• TN
• TX
• UT
• VA
• VT
• WA
• WI
• WV
• WY

Experience to guide you forward

Steve has been in the financial services industry since 2007. He began his career at Lincoln Financial Group, where he was recruited to their highly competitive Leadership Preparation Program. As part of this program, Steve completed rotations in different positions across the company while receiving extensive professional development training. Upon completing the program, he worked as a corporate finance analyst supporting Lincoln's retirement division prior to joining UBS in 2014.

Professional Achievements and Education

• Chartered Financial Analyst®
• CERTIFIED FINANCIAL PLANNER™
• B.S., Economics and minors in Psychology and Chinese, Duke University

Outside of UBS

In his spare time, Steve enjoys reading, traveling, and working out. He resides in Philadelphia with his dog, Namuun.

• Duke University, B.S., Economics and minors in Psychology and Chinese

• Chartered Financial Analyst®
• CERTIFIED FINANCIAL PLANNER®

• AZ
• CA
• CO
• FL
• GA
• IL
• MI
• NC
• NJ
• NM
• PA
• PR
• TN
• TX

Gretchen Fowler oversees client administration. She has earned her Series 7 and 66 licenses. Gretchen has more than 27 years experience in the financial services industry. She received a B.A. degree from Rutgers University.

• AZ
• CA
• CO
• GA
• IL
• IN
• MI
• MN
• NC
• NM
• PA
• PR
• TN
• TX

Maria Stathakis assists to oversee client administration. She has earned her Series 7 and 66 licenses. Maria has more than 10 years experience in the financial services industry. She received a B.S. degree from the University of North Texas.

• AL
• AR
• AZ
• CA
• CO
• CT
• DC
• DE
• FL
• GA
• HI
• IA
• ID
• IL
• IN
• KS
• KY
• LA
• MA
• MD
• ME
• MI
• MN
• MS
• MT
• NC
• NE
• NH
• NJ
• NM
• NV
• NY
• OH
• OK
• OR
• PA
• SC
• TN
• TX
• UT
• VA
• VT
• WA
• WI
• WV
• WY

Experience to guide you forward

Stephanie has 10 years of experience in wealth management. As the team's Relationship Manager, she is a highly capable professional who serves as a liaison between you and your Financial Advisor. Stephanie has responsibilities in new relationship development and working with clients to assure all their business and personal needs are met. She offers both administrative and client support while ensuring customer satisfaction.

Prior to joining UBS, Stephanie worked on the trading desk at JP Morgan's headquarters in New York City. Stephanie joined UBS with considerable knowledge and experience within the securities industry.

Professional Achievements and Education

• Series 7, Series 63 and Series 66 securities licenses
• B.S., in Finance and minors in Economics, International Business, and Spanish from the University of Delaware

Outside of UBS

Stephanie currently lives in Voorhees, NJ with her Fiance. She spends most of her summers down at the beach between Avalon, NJ and Long Beach Island, NJ. Stephanie was a nationally ranked athlete in college where she developed her competitive drive for success.

• University of Delaware, B.S., in Finance and minors in Economics, International Business, and Spanish

• Series 7, Series 63 and Series 66 securities licenses

• 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
• NE
• NH
• NJ
• NM
• NV
• NY
• OH
• OK
• OR
• PA
• PR
• RI
• SC
• TN
• TX
• UT
• VA
• VT
• WA
• WI
• WV
• WY

Experience to guide you forward

Meghan McGowan has been with UBS Financial Services, Inc. since 2015. She joined the team in 2023 as a Wealth Management Associate. She was previously employed by Virtua Medical Group as an Administrative Assistant.  Meghan is a graduate of Fairleigh Dickinson University with a B.A. in Business and Technology.  Her responsibilities on our team include client service and assisting in various administrative and operational issues. 

Professional Achievements and Education

• Series 7 and 66 licenses
• New Jersey Life and Health Insurance licenses
• B.A. degree in business and technology from Fairleigh Dickinson University

Outside of UBS

Meghan lives in Runnemede, NJ with her husband and their 2 dogs. She looks forward to summer all year long.  Meghan loves to read, traveling to new cities, and enjoys watching the Philadelphia Eagles win!

• 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
• NE
• NH
• NJ
• NM
• NV
• NY
• OH
• OK
• OR
• PA
• PR
• RI
• SC
• SD
• TN
• TX
• UT
• VA
• VT
• WA
• WI
• WV
• WY

Experience to guide you forward:

Tucker joined our team in January 2021 as a Wealth Strategy Associate. He was born in Dallas, Texas and completed his bachelor’s degree in Marketing from the University of Arizona. Upon graduation Tucker started his career as a  Financial Advisor at Merrill Edge in Chandler, AZ in 2016.  Having earned both Series 7 and 66 securities licenses, he joins our team with considerable knowledge of trading and portfolio management.

Outside of UBS

Outside of the office Tucker enjoys competitive golf. A former professional golfer, he had won the PNC Father/Son challenge on PGA Tour Champions with his father in 2015. Afterward Tucker joined the PGA tour Canada from 2017 to 2020 . He enjoys tennis, and spending time with family and friends.

Experience to guide you forward

Julie has over 30 years' experience at UBS as a Senior Branch Service Associate in the operations area working with systems, processes and clients to create and maintain a streamlined infrastructure within the branch. Julie is an indispensable part of the team because of her focus on accurate and timely execution of requests and transactions along with her client-centered work ethic. Her skills and abilities serve the team and their clients better as they continue to expand. Julie resides in Midlothian.

• CA
• TX

Experience to guide you forward

Myron has been with UBS Financial Services, Inc., and its predecessor firms beginning in 1968. The 49-year veteran started in Houston as a Financial Advisor and entered branch management in 1970. Later in 1972, he took over the Dallas branch where he served 18 years. During his time in the management position, Myron served on the Branch Management Advisory Council from 1980-1989, the Focus List Committee from 1982-2003, and a member of the National Association of Securities Dealers District Board for District 6 from 1994-1996.

Professional achievements and education

• B.S. and M.S., Petroleum Engineering, University of Oklahoma, Summa Cum Laude

Outside of UBS

Myron was listed in Who's Who in America in 2000 and in Who's Who in the World in 2005. Myron and his wife Janice reside in Highland Park where he is a member of Brook Hollow Golf Club and the Dallas Country Club. They have two adult children, Richard and Lori, and five grandchildren.

• University of Oklahoma, Summa Cum Laude, B.S. and M.S., Petroleum Engineering

Experience to guide you forward

Rachel joined the team in February 2022. In her role as a client service associate she provides detailed customer service and assists with various client requests.

Her background in operations gives her unique knowledge of the industry as well as excellent problem solving skills and the ability to handle operational inquiries.

 Outside of UBS

 In her free time, Rachel enjoys spending time with family and friends, cooking, traveling and watching Buffalo Bills games.

• 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
• NE
• NH
• NJ
• NM
• NV
• NY
• OH
• OK
• OR
• PA
• PR
• RI
• SC
• SD
• TN
• TX
• UT
• VA
• VI
• VT
• WA
• WI
• WV
• WY

Experience:

 Matthew joined our team in December 2023 as a Client Associate focused on deepening his knowledge of private wealth management services and practices. While pursuing his degree in Finance at Oklahoma State University, Matthew worked as a UBS Private Wealth Management Intern for over a year. During this tenure, Matthew built his foundation on client service, wealth preservation, and portfolio management. Upon graduation from Oklahoma State University in 2022 Matthew worked for Goldman Sachs as a Commodities Confirmations Analyst, giving him a broadened viewpoint on the Financial Services Industry.

Outside of UBS:

 Originally from Tulsa, Oklahoma Matthew is constantly exploring Dallas. Outside the office, Matthew is a frequent visitor at the gym, an avid chess player, and enjoys going to local concerts and sports events.

• Series 7 and 66 Securities Licenses

• 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

Andrew focuses on providing holistic financial planning for our clients. He specializes in building a tailored strategy centered on their values and goals. Andrew recently earned the CERTIFIED
FINANCIAL PLANNER® designation. His responsibilities also include capital raises, fund disbursements, portfolio allocations and investment due diligence.

Before joining The Gunderson Group, Andrew spent three years on a private wealth management team based in Boston, MA. He recently returned to New York, his home state. Prior to joining UBS, Andrew worked as a retirement brokerage associate at Fidelity Investments, where he came to appreciate the complexities of comprehensive financial planning.

Andrew graduated from Bates College with a B.A. in history. He worked in the office of admission giving tours, information sessions, and interviews for prospective students. In his free time, Andrew enjoys watching and playing soccer, golf, and most recently, pickleball. He is also an avid reader who is always looking for his next book. Andrew currently resides in Queens with his partner, Maya.