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Private Wealth Management 

Suspension bridge

Though our clients often choose us for our comprehensive wealth management expertise, we look beyond the tactical guidance and take a much more expansive view of our role–we are true relationship managers. We commit to obtaining the greatest possible understanding of you, your family, business and personal priorities, as well as your total financial picture.

With deep experience working within Private Wealth Management's multinational investment and currency platforms, we are not only well-positioned to provide highly specialized guidance, but to directly access and execute solutions with ease and efficiency.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Robert Metcalf

    Robert Metcalf

    Managing Director–Wealth Management

    Financial Advisor

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    • AL
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    • CA
    • CO
    • DE
    • FL
    • GA
    • IA
    • ID
    • IL
    • IN
    • KY
    • MA
    • MD
    • MI
    • MN
    • MO
    • MT
    • NC
    • ND
    • NJ
    • NV
    • NY
    • OH
    • OR
    • PA
    • PR
    • SC
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    • TN
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    • VA
    • WA
    • WI

    Rob is a Managing Director and Family Office Consultant within the Private Wealth Management Group of UBS. Rob and his team provide comprehensive, consultative investment planning and wealth management services to affluent families and institutions. Prior to joining UBS Private Wealth Management in 2012, Rob was a Principal and Member of the Senior Investment Advisory Group of a New York based investment advisory firm where he served his clients since 2002. Prior to that, Rob was a licensed attorney representing professional athletes, entrepreneurs and executives in contract negotiations and advanced trust and estate planning.

    Rob attended both the University of Virginia and the University of Minnesota where he earned his undergraduate Bachelor of Arts Degree and was a member and Team Captain of the Men's Basketball Team. In addition, he earned his juris doctor from William Mitchell College of Law. Rob is very active in the Twin Cities community and has served as a board member, chair of investment committee and past board chair of People Serving People in Minneapolis, which is the largest children's homeless shelter in Minnesota.

    Rob and his wife Marita have 5 children and live in Stillwater, MN. 

     

    • 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, 2022, 2023, 2024
      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, 2023The 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, 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.

      • Private Wealth Advisor
      681 East Lake Street
      Wayzata, MN 55391
      erica.b.asada@ubs.com
      Robert Metcalf
      681 East Lake Street,Wayzata,MN,55391
    • Judy Fredrickson

      Judy Fredrickson

      Managing Director–Wealth Management

      Financial Advisor

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      • AL
      • AR
      • AZ
      • CA
      • CO
      • DE
      • FL
      • GA
      • IA
      • ID
      • IL
      • IN
      • KY
      • MA
      • MD
      • MI
      • MN
      • MO
      • MT
      • NC
      • ND
      • NJ
      • NV
      • NY
      • OH
      • OR
      • PA
      • PR
      • SC
      • SD
      • TN
      • TX
      • UT
      • VA
      • WA
      • WI

      Judy is a Managing Director with the Private Wealth Management Group of UBS. Judy and her team provide comprehensive, consultative, investment planning and wealth management services to affluent families and institutions. Judy assists private business owners with in-depth pre-transaction planning and key decisions regarding multi-generational wealth and takes an active role in facilitating family meetings and discussions around family governance and the education and preparation of the next generation as future stewards of the family's wealth. 

      Prior to joining UBS Private Wealth Management in 2012, Judy was a Principal and charter Member of the Senior Investment Advisory Group of Alliance Bernstein where she served her clients since 2002. Before that, Judy was an executive with Imation Corporation responsible for building an international services business across U.S. and Europe and spent nearly two decades in various leadership roles within Eastman Kodak Company.

      Judy attended the University of Oregon where she earned a Bachelor of Science Degree from the Charles H. Lundquist College of Business. Judy is active in the Twin City community and has served in several board capacities in the Minneapolis community including the YWCA of Minneapolis. 

      Judy and her husband Dave have 2 daughters and live in Excelsior, MN. 

        

      • 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, 2016, 2017, 2018, 2019, 2024
        The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
      • Barron's Top 100 Women Advisors, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024The Barron's rating is awarded annually in June and is based on information from the Q1 of the award year.
      • Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2022, 2023The 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 Women Wealth Advisors, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
      • Forbes America's Top Wealth Advisors, 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.
      • Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

        • Private Wealth Advisor
        • Certified Exit Planning Advisor
        681 East Lake Street
        Wayzata, MN 55391
        judy.fredrickson@ubs.com
        Judy Fredrickson
        681 East Lake Street,Wayzata,MN,55391
      • Meg Hastings

        Meg Hastings

        Associate Director

        Senior Wealth Strategy Associate

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        • OR
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        • VA
        • WI

        Meg is a Senior Wealth Strategy Associate in the UBS Private Wealth Management Group. She brings over 20 years of client servicing experience to the team. She is focused on providing a high level of professional service to clients and works with their attorneys and CPA's to implement estate planning strategies within their portfolios. Prior to joining UBS in 2012, Meg was a Senior Private Client Associate at a New York based investment advisory firm.

        Meg attended Minnesota State University Moorhead and earned a Business Administration degree. She holds Series 7 and 63 securities licenses from FINRA.

         

        Meg and her husband reside in Eagan, MN and enjoy spending time at their lake cabin in northern Minnesota.

         

              Financial planning
              Education planning
              Estate planning strategies
              Philanthropy
              Legacy planning
              Family Offices
              681 East Lake Street
              Wayzata, MN 55391
              meg.hastings@ubs.com
              Meg Hastings
              681 East Lake Street,Wayzata,MN,55391
            • Erica Asada

              Erica Asada

              Director

              Team Administrator

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              • AL
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              • CO
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              • FL
              • GA
              • IA
              • ID
              • IL
              • IN
              • MA
              • MI
              • MN
              • MO
              • MT
              • NC
              • ND
              • NJ
              • NV
              • NY
              • OH
              • OR
              • PA
              • SD
              • TX
              • UT
              • VA
              • WA
              • WI

              Erica is a Director within the Private Wealth Management group of UBS. As the Team Administrator for the Metcalf Fredrickson Group, she supports the clients and partners with Rob and Judy in the areas of Insurance, Wealth Planning, Client Service, Operations and Compliance, in addition to administration of the team. Erica has over 18 years of experience in both management and client service leadership roles within UBS Wealth Management. Her career has focused on providing high level service and solutions to clients and their professional advisors. Erica's experience enables her to utilize firm resources to proactively and efficiently provide client solutions. Erica holds the following FINRA licenses; Series 7, 66, 9/10, 3 and Insurance.

              Erica attended Arizona State University and the University of Phoenix where she obtained a Bachelor of Science in Business Management. Erica and her husband Kelly have three children and reside in southern Minnesota. Erica enjoys participating annually as a Judge for the Invest Write program and in 2004 received the Service Support Person of the Year Award.

               

                    Education planning
                    Executive compensation
                    Corporate executives
                    681 East Lake Street
                    Wayzata, MN 55391
                    erica.b.asada@ubs.com
                    Erica Asada
                    681 East Lake Street,Wayzata,MN,55391
                  • Paul Draeger

                    Paul Draeger

                    Senior Wealth Strategy Associate

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                    • MI
                    • MN
                    • MO
                    • MT
                    • ND
                    • NJ
                    • NV
                    • NY
                    • OH
                    • OR
                    • PA
                    • SC
                    • SD
                    • TN
                    • TX
                    • UT
                    • VA
                    • WA
                    • WI

                    Paul is a Client Service Associate for the Metcalf Fredrickson Group within UBS Private Wealth Management. In this role, Paul is responsible for providing high-levels of service to the Private Wealth Management clientele.

                    Paul grew up in Maple Grove, MN where he played basketball. He will be a graduate from the University of St. Thomas in May of 2018 with a degree in Finance. Paul enjoys golfing and spending time with his family and friends.

                          Lending services
                          Cash management
                          Securities-backed lending
                          Financial planning
                          Structured products
                          Multi-generational families
                          681 East Lake Street
                          Wayzata, MN 55391
                          paul.draeger@ubs.com
                          Paul Draeger
                          681 East Lake Street,Wayzata,MN,55391
                        • Ryan Ahern

                          Ryan Ahern

                          Senior Wealth Strategy Associate

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                          • AZ
                          • CA
                          • CO
                          • FL
                          • GA
                          • IA
                          • ID
                          • MD
                          • MN
                          • NY
                          • TX
                          • WI

                          Ryan is a registered Client Service Associate for the Metcalf Fredrickson Group within UBS Private Wealth Management. In this role, Ryan is responsible for providing high-levels of service to the Private Wealth Management clientele. Prior to joining the team in April of 2016, Ryan worked in the Alternative Investments space at a Hedge Fund Administration Firm focusing on operations and accounting.

                          Ryan grew up in Wayzata, Minnesota where he played basketball and football. He graduated from the University of Iowa Tippie College Of Business in 2015 where he received a degree in Finance and Management. Ryan enjoys boating and golfing.

                                Custom portfolios
                                Alternative investments
                                Structured products
                                681 East Lake Street
                                Wayzata, MN 55391
                                ryan.ahern@ubs.com
                                Ryan Ahern
                                681 East Lake Street,Wayzata,MN,55391
                              • David Kornhauser

                                David Kornhauser

                                Authorized Officer

                                Senior Wealth Strategy Associate

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                                • AZ
                                • CA
                                • CO
                                • DE
                                • FL
                                • GA
                                • IA
                                • IL
                                • IN
                                • MA
                                • MD
                                • MI
                                • MN
                                • MO
                                • MT
                                • NC
                                • ND
                                • NJ
                                • NV
                                • NY
                                • OH
                                • OR
                                • PA
                                • PR
                                • SC
                                • SD
                                • TX
                                • UT
                                • VA
                                • WA
                                • WI

                                David is an Authorized Officer with UBS Private Wealth Management and a Senior Wealth Strategy Associate for the Metcalf Fredrickson Group.  David previously held an analyst position at Well Fargo, joining UBS Private Wealth Management in 2020.  David provides a high level of service for our clients, partnering with Rob and Judy in portfolio analytics and trade execution.

                                David attended University of Wisconsin-Madison and earned his BS degree in Agricultural Business Management.  He holds Series 7 and 66 securities licenses from FINRA.

                                David resides in Saint Louis Park, MN with his fiancé Caitlin.

                                      Investing
                                      Custom portfolios
                                      Asset allocation
                                      Sustainable investing
                                      681 East Lake Street
                                      Wayzata, MN 55391
                                      david.kornhauser@ubs.com
                                      David Kornhauser
                                      681 East Lake Street,Wayzata,MN,55391

                                    Family Office Consultants

                                    A select group of Private Wealth Advisors have earned the UBS business designation, Family Office Consultant, by demonstrating the knowledge and proficiency to help manage the investment, business, passion and legacy needs of ultra-high net worth families. Understanding the complexities of intergenerational wealth and the challenges their clients face, Family Office Consultants align specific needs to the full suite of UBS capabilities.

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                                    Workplace Wealth Solutions

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                                    Philanthropy

                                    Three generations in apple orchard

                                    Turn possibilities into a plan

                                    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

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