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Rob is a Managing Director and Family Office Consultant within the Private Wealth Management Group of UBS. Rob and his team provide comprehensive, multi-generational investment planning, advice and wealth management services to affluent families and institutions.

Your plan is our passion, guided by resources and experience.
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, closely-held companies 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.  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 the state of Minnesota. Rob and his wife Marita have 5 children and live on White Bear Lake in Dellwood, MN. 

 Past experience
-Bernstein Private Wealth Management (New York)
-Attorney

Education and credentials
-B.A. University of Minnesota and University of Virginia
-J.D. William Mitchell College of Law
-Series 7, 63, and 65 securities licenses

• 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, 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 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, 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.

• Private Wealth Advisor

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Judy is a Managing Director and Family Office Consultant within the Private Wealth Management Group of UBS. Judy and her team provide comprehensive, multi-generational investment planning, advice and wealth management services to affluent families and institutions.

Prior to joining UBS in 2012, Judy was a Principal and Member of the Senior Investment Advisory Group of a New York based investment advisory firm where she served her clients since 2002. Prior to that, Judy led the global services division of Imation and served in various leadership roles with Eastman Kodak Company.

Dedicated to meeting the diverse needs of families.

Judy brings great passion in serving the wide-ranging needs of the families she works with – if it matters to them, it matters to her. She and her team understand the complexities of significant wealth and assist clients in building comprehensive, multigenerational wealth plans. She takes an active role in facilitating discussions around family governance and philanthropy as well as the education and preparation of the next generation. Judy has over two decades of experience advising entrepreneurs who amassed their wealth through owning/operating closely held private businesses. She is committed to assisting business owners in maximizing the value of their business and building a personalized wealth and legacy plan for life after the sale.

Judy and her husband Dave have been married for 33 years and reside in Excelsior, MN. They have two daughters and love to travel internationally.

Past experience
– Bernstein Private Wealth Management (New York)
– Imation Corporation
– Eastman Kodak company

Education and credentials
– B.S. University of Oregon, Charles H Lundquist College of Business
– Series 7, 63 and, 65 securities licenses
– Certified Exit Planning Advisor (CEPA)

• 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, 2025
  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, 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 Women Wealth Advisors, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025The 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, 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 Women Wealth Advisors Best-in-State, 2022, 2023, 2024, 2025The 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

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• DE
• FL
• GA
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• IA
• ID
• IL
• IN
• KS
• KY
• MA
• MD
• MI
• MN
• MO
• MT
• NC
• ND
• NE
• NJ
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Your life story guides our planning
Patrick Thompson has over 25 years of experience as a thought partner to ultra-high-net-worth families on their journey from financial success to lives of significance. Coming from an entrepreneurial family and as a former Division I athlete, he understands the discipline, hard work, and resilience required to succeed- values he brings to every client relationship.

He takes a highly personalized approach, building authentic relationships and crafting tailored solutions to meet each client’s unique needs. His clients value specialized advice and exclusive access to top-tier professionals who understand the complexities of significant wealth.

Patrick is committed to helping business owners maximize the value of their business, elevate their personal financial plans, and prepare for life after transitioning their company. He earned his CEPA® designation to gain access to the tools and methods for helping business owners accelerate value and successfully transition their business when the time comes.

For Family Office clients that require more institutional-level coverage, Patrick collaborates with specialists within the UBS Investment Bank and Family Office Solutions to provide innovative investment solutions and advanced planning expertise.

Past experience
– Associate, Winona Capital Management
– Associate portfolio manager, Northern Trust

Life
– Patrick and his wife, Olena, have five spirited children, ages 9 to 18.
– His family time often involves travel, golf—and of course, baseball fields.
– Patrick is an active and passionate Northwestern alum. He was team captain
of the varsity baseball team and student body president while at Kellogg.
– He is a current board member and past president of the Northwestern’s N Club for student-athlete alumni.
– He is a past president of the Kellogg Alumni Club of Chicago.
– He serves on the Chicago regional board for the Northwestern University
Leadership Circle.

• Forbes Best-in-State Wealth Advisors, 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.

• Private Wealth Advisor

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• DC
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• IA
• ID
• IL
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• LA
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• MD
• ME
• MI
• MN
• MO
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• MT
• NC
• ND
• NE
• NH
• NJ
• NM
• NV
• NY
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• OR
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Reaching beyond the expected
Darryl Rodgers is a Private Wealth Advisor and former Associate Market Executive for the Chicago Market at UBS. As a Private Wealth Advisor, Darryl advises corporate executives, and company founders on a variety of matters, including investment management, wealth planning, and asset allocation.  

Darryl joined us from Bernstein in April 2021 where he held the title Vice President and Financial Advisor. Prior to becoming an Advisor, Darryl was head of business development with CAVU Securities; prior to that, he was a managing partner for MindStare, a commodity trading advisor. He served in the US Army as a Platoon Leader in the XVIII Airborne Corps at Fort Bragg, NC.

Experience
– Private Wealth Advisor, UBS Private Wealth Management, 2021 – present
– Vice President, Bernstein Private Wealth Management, 2014 – 2021
– Managing Director, Point Capital Markets, LLC/CAVU Securities, LLC, 2012 – 2014
– Cofounder and Managing Partner, MindStare, LLC, 2006 – 2011
– Principal, Cash Equities, Bank of America, 2003 – 2006
– Assistant Vice President, NASDAQ Institutional Trading, Merrill Lynch, 1999 – 2003
– First Lieutenant and Firing Platoon Leader, XVIII Airborne Corps at Fort Bragg, US Army, 1994 – 1997

Life
– Darryl is the board chairman of Leave No Veteran Behind, which invests in veterans to build better communities.
– He is also a member of the Economic Club of Chicago. 
– Darryl lives in Oak Park with his wife, Stephanie, and is the proud father of two vibrant daughters.

• Private Wealth Advisor

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• OR
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• WI

• Team Business Manager

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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.

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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.

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• DC
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• LA
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Strategic planning for your goals
Greg joined UBS in 2022 and serves as a Portfolio Associate. He focuses on investment analysis—including asset allocation, due diligence and performance reporting—in a role that spans financial planning, business development and team operations. He provides comprehensive evaluations and strategies while developing long-term client relationships. Greg prides himself on high-quality client service and his attention to detail.

Experience
– Portfolio Associate, UBS Private Wealth Management, 2022 – present
– External Sales Consultant, Innovator Exchange-Traded Funds, 2017 – 2022

Life
– Greg, who played Division I football at Bowling Green State University as a long snapper, loves fitness and playing golf.
– An L.A. Chargers rookie mini camp invitee, Greg is a football fan, especially when it comes to his beloved Chicago Bears.

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• GA
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• WI

• AR
• AZ
• CA
• CO
• DE
• FL
• GA
• IA
• IL
• IN
• MA
• MD
• MI
• MN
• MO
• MT
• ND
• NJ
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• OR
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• UT
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• WI

Custom-crafted wealth strategies for a thriving legacy
David serves as portfolio collaborates with our team of advisors in portfolio analytics and trade execution. He is tasked with the stewardship and management of high-net-worth client portfolios, crafting bespoke investment strategies that align with the distinct financial aspirations of our clients. Recognizing the intricacy of our clients’ financial landscapes, he synergizes with our Global Chief Investment Office and Asset Management division to deploy both adaptable and meticulously strategic investment solutions. These often encompass a diverse array of assets, tax considerations, and family dynamics.

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Providing the highest level of service, with a smile
It is an honor and a privilege to serve our clients.  Taryn’s passion is creating a seamless experience from beginning through the life of your financial planning.  She is your first point of contact for any questions that you may have, and will partner with you and our team to find solutions that allow for your peace of mind.  She aims to give you back your free time and ensure that you and your family are taken care of.

Past experience
–  Wells Fargo Advisors, Marketing Client Associate

Education and credentials
–  Series 7, 63, and 65 securities licenses
– B.S. in Finance from Minnesota State University Moorhead, Paseka School of Business
– Paseka School of Business Certificate of Investment Management
– Minors in Economics and Spanish
– Founding President of the Financial Management Association at Minnesota State University Moorhead

Life
– Taryn resides in Maple Grove, Minnesota with her husband, Nick
– She and Nick have one daughter, Chloe, and a Cavapoo, Calvin
– She is an avid reader, enjoys cooking new recipes, and spending weekends visiting family

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• DE
• FL
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• MA
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• MI
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• NC
• ND
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• WI

Charlie manages all operational aspects of the practice from client on-boarding to account maintenance, processing cash flow requests, and ensuring the highest quality service standards for clients’ operational and administrative needs. He joined UBS in 2023 after working as a Planning Consultant at Fidelity Investments.  His North Star is outstanding client service. 

Charlie attended the University of Illinois where he received his bachelor’s degree in Consumer Economics/Financial Planning with a minor in Business. Charlie likes to stay active by participating in various recreational sports leagues, skiing in the winter, and taking advantage of Lake Michigan in the summer. As a dedicated foodie, Charlie is always interested in finding the next new restaurant to experience. 

Experience
– Senior Wealth Strategy Associate, UBS Private Wealth Management, 2023-Present
– Planning Consultant, Fidelity Investments, 2021-2023

Building lasting relationships through exceptional service

Payton is a dedicated Client Associate at Panava Partners, bringing a passion for exceptional client service and relationship management. With a keen understanding of wealth management, Payton thrives on providing personalized support to clients, in partnership with their professional advisors, to ensure their needs are met with attention to detail and professionalism. Payton is committed to helping clients navigate their financial goals while delivering outstanding client service at every touch point. Driven by a genuine desire to help others succeed, Payton combines industry knowledge with a client-first approach to foster long-term partnerships and enhance client satisfaction.

Education and credentials

– B.S., Personal Finance and Financial Planning from the University of Wisconsin-Madison

Life

– Payton resides in the Twin Cities area

– She enjoys spending time with her family and friends, and maintaining an active lifestyle through participation in various fitness activities/classes throughout the Twin Cities area

– Payton values time spent at her family’s cabin in Northern Wisconsin where she enjoys long summer days on the water and quality time with family  

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Committed to excellence, driven by a passion for service
In her role with Panava Partners, Mallory is dedicated to providing the highest-level client experience. With a strong foundation in wealth management, Mallory is an integral member of the team in supporting client relationships and seamless daily operations. Mallory delivers wealth management services tailored to each client's unique financial goals and guides clients to appropriate solutions in partnership with their professional advisors.

Education and credentials
–Series 7 and 66 securities licenses
–B.S. in Finance from the University of Minnesota, Carlson School of Management

Life
–Mallory resides in the Twin Cities area
–She enjoys spending time with her family and friends, staying active through running, and making the most of Minnesota’s summers on the lake

Lily joined UBS in 2022 and currently serves as a Client Associate. Her responsibilities primarily relate to business development, marketing, and general support in order to contribute to the team’s top of the market service.

Lily started at UBS as an intern while attending Northwestern University. She has since earned an economics undergraduate degree. She is continuing her education at Northwestern’s Kellogg School of Management where she is working toward an MBA degree while maintaining her UBS role. 

Lily was also a member of the women’s soccer team during her undergraduate years at Northwestern, capping off her career on a high note with a record-breaking season in 2022. She continues to stay active as she loves running and fitness classes. She also enjoys traveling, her dogs, reading and spending time with her friends and family.

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• 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
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• WY

Robby is a private wealth advisor with Panava Partners. For two and a half years prior to joining the team, Robby specialized in advanced financial planning, portfolio management and relationship management for ultra-high net worth clients. Before that, he was hired into UBS in New York as a financial advisor for nearly two years providing advice to wealth management clients.

Turning possibilities into a plan

Robby is committed to helping clients simplify the complexity in their financial lives and focus on what's most important. He provides insight on comprehensive wealth advisory, including retirement & estate planning, cash flow analysis, asset allocation, as well as multigenerational wealth education & transfer.

Past experience
– Wealth Planning Associate – UBS Private Wealth Management
– Financial Advisor – UBS Wealth Management

Education and credentials
– B.S. Marquette University, College of Business Administration
– Accredited Asset Management Specialist (AAMS™)
– Series 7 and Series 66 securities licenses

Life
– Robby resides in New York City
– He enjoys playing basketball and golf