Experience

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. 

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. 

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.

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.

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.

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.

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.