Managing Director–Wealth Management
Private Wealth Advisor
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
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Credentials
Managing Director–Wealth Management
Private Wealth Advisor
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
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Credentials
Managing Director–Wealth Management
Private Wealth Advisor
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)
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Credentials
Managing Director–Wealth Management
Private Wealth Advisor
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)
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Credentials
Managing Director–Wealth Management
Private Wealth Advisor
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.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Credentials
Managing Director–Wealth Management
Private Wealth Advisor
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.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Credentials
Executive Director
Private Wealth Advisor
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.
Credentials
Executive Director
Private Wealth Advisor
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.
Credentials
Director
Team Business Manager
Erica is a Director within the Private Wealth Management group of UBS. As the Team Business Manager for Panava Partners, she supports the clients and partners with Rob, Judy, Patrick, and Darryl, in the areas of Insurance, Wealth Planning, Client Service, Operations and Compliance, in addition to administration of the team.
Erica has over 25 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.
Education and Credentials
-FINRA licenses; Series 7, 66, 9/10, 3 and Insurance
-B.S. Business Management; attended Arizona State University and graduated from University of Phoenix
Life
-Erica and her husband Kelly have three children and two grandchildren and reside in Northern Minnesota. Erica enjoys participating annually as a Judge for the Invest Write program.
Credentials
Director
Team Business Manager
Erica is a Director within the Private Wealth Management group of UBS. As the Team Business Manager for Panava Partners, she supports the clients and partners with Rob, Judy, Patrick, and Darryl, in the areas of Insurance, Wealth Planning, Client Service, Operations and Compliance, in addition to administration of the team.
Erica has over 25 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.
Education and Credentials
-FINRA licenses; Series 7, 66, 9/10, 3 and Insurance
-B.S. Business Management; attended Arizona State University and graduated from University of Phoenix
Life
-Erica and her husband Kelly have three children and two grandchildren and reside in Northern Minnesota. Erica enjoys participating annually as a Judge for the Invest Write program.
Credentials
Associate Director
Senior Wealth Strategy Associate
Meg Hastings is a seasoned Senior Wealth Strategy Associate with over 20 years of client servicing experience in the financial industry. Since joining UBS in 2012, Meg has been instrumental in enhancing client satisfaction and portfolio management. She is dedicated to providing exceptional professional service to clients, collaborating closely with their attorneys and CPAs to implement effective estate planning strategies within their portfolios. Meg also works with families to host family meetings, assist with philanthropic initiatives, and educate the next generation on financial matters.
Past experience
– Bernstein Private Wealth Management
– FindLaw, a division of Thomson Reuters
– Loffler Companies
Education and credentials
– Bachelor of Science degree in Business Administration at Minnesota State University Moorhead
– Series 7, 63 and, 66 securities licenses
Life
– Meg resides in Minnesota with her husband Chris. During the summer months, they enjoy spending time at their lake cabin in northern Minnesota.
Associate Director
Senior Wealth Strategy Associate
Meg Hastings is a seasoned Senior Wealth Strategy Associate with over 20 years of client servicing experience in the financial industry. Since joining UBS in 2012, Meg has been instrumental in enhancing client satisfaction and portfolio management. She is dedicated to providing exceptional professional service to clients, collaborating closely with their attorneys and CPAs to implement effective estate planning strategies within their portfolios. Meg also works with families to host family meetings, assist with philanthropic initiatives, and educate the next generation on financial matters.
Past experience
– Bernstein Private Wealth Management
– FindLaw, a division of Thomson Reuters
– Loffler Companies
Education and credentials
– Bachelor of Science degree in Business Administration at Minnesota State University Moorhead
– Series 7, 63 and, 66 securities licenses
Life
– Meg resides in Minnesota with her husband Chris. During the summer months, they enjoy spending time at their lake cabin in northern Minnesota.
Authorized Officer
Senior Wealth Strategy Associate
Paul is a Senior Wealth Strategy Associate in the Private Wealth Management Group of UBS. He has nearly a decade of experience working with affluent families, business owners, executives, and their professional teams to deliver tailored solutions for their unique circumstances – from preparing for the sale of a closely held business to managing concentrated positions.
Turning possibilities into a plan
Paul focuses on helping multi-generational families manage the many facets of their often complex financial lives. For each client, he takes the time to understand their unique goals and objectives before crafting and implementing a comprehensive financial plan. This personalized approach serves as a cornerstone for Paul to provide clients with the advice, insights and custom solutions they need to pursue what’s important to them now and in the future.
Education and credentials
– B.A. University of St. Thomas Opus College of Business
– Series 7 and 66 securities licenses
– CERTIFIED FINANCIAL PLANNER®
– Certified Exit Planning Advisor®
– Accredited Wealth Management AdvisorSM
Life
– Paul resides in Minnesota
– He is an active supporter of financial education and Scholars of Finance
Authorized Officer
Senior Wealth Strategy Associate
Paul is a Senior Wealth Strategy Associate in the Private Wealth Management Group of UBS. He has nearly a decade of experience working with affluent families, business owners, executives, and their professional teams to deliver tailored solutions for their unique circumstances – from preparing for the sale of a closely held business to managing concentrated positions.
Turning possibilities into a plan
Paul focuses on helping multi-generational families manage the many facets of their often complex financial lives. For each client, he takes the time to understand their unique goals and objectives before crafting and implementing a comprehensive financial plan. This personalized approach serves as a cornerstone for Paul to provide clients with the advice, insights and custom solutions they need to pursue what’s important to them now and in the future.
Education and credentials
– B.A. University of St. Thomas Opus College of Business
– Series 7 and 66 securities licenses
– CERTIFIED FINANCIAL PLANNER®
– Certified Exit Planning Advisor®
– Accredited Wealth Management AdvisorSM
Life
– Paul resides in Minnesota
– He is an active supporter of financial education and Scholars of Finance
Senior Wealth Strategy Associate
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.
Senior Wealth Strategy Associate
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.
Senior Wealth Strategy Associate
Tailored wealth strategies for lasting legacy and growth
Ryan is a Senior Wealth Strategy Associate for Panava Partners within UBS Private Wealth Management. He joined the team in 2016 and is responsible for providing exceptional service to the Private Wealth Clientele. Ryan focuses on non-traditional assets such as private equity, hedge funds, direct investments and structured products.
Ryan attended the Tippie College of Business at the University of Iowa where he earned his Bachelor of Arts Degrees in Finance and Management. Prior to joining UBS, Ryan worked in the Alternative Investments space at a hedge fund administration firm focusing on operations and accounting.
Past experience
-Hedge Fund Operations, Wells Fargo
Education and credentials
–B.S. University of Iowa from Tippie College of Business in Finance and Management
–Series 7 and 63 securities licenses
–CERTIFIED FINANCIAL PLANNER®
Life
– Ryan resides in MN with his wife Nikki
– Ryan enjoys golfing and boating on Lake Minnetonka
Senior Wealth Strategy Associate
Tailored wealth strategies for lasting legacy and growth
Ryan is a Senior Wealth Strategy Associate for Panava Partners within UBS Private Wealth Management. He joined the team in 2016 and is responsible for providing exceptional service to the Private Wealth Clientele. Ryan focuses on non-traditional assets such as private equity, hedge funds, direct investments and structured products.
Ryan attended the Tippie College of Business at the University of Iowa where he earned his Bachelor of Arts Degrees in Finance and Management. Prior to joining UBS, Ryan worked in the Alternative Investments space at a hedge fund administration firm focusing on operations and accounting.
Past experience
-Hedge Fund Operations, Wells Fargo
Education and credentials
–B.S. University of Iowa from Tippie College of Business in Finance and Management
–Series 7 and 63 securities licenses
–CERTIFIED FINANCIAL PLANNER®
Life
– Ryan resides in MN with his wife Nikki
– Ryan enjoys golfing and boating on Lake Minnetonka
Authorized Officer
Senior Wealth Strategy Associate
Tailored wealth strategies for lasting legacy and growth
David 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.
Past experience
– Wells Fargo Advisors, Client Performance Analyst
– Navellier & Associates, Marketing Associate/Analyst
Education and credentials
– M.S., Financial Planning, Golden Gate University
– B.S., Agricultural Business Management, University Wisconsin-Madison
– Series 7 and 66 securities licenses
Life
– David resides in Chanhassen, MN with his wife Caitlin.
– David and Caitlin have two children.
– He enjoys spending quality time with family and friends, playing golf, and travel.
Authorized Officer
Senior Wealth Strategy Associate
Tailored wealth strategies for lasting legacy and growth
David 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.
Past experience
– Wells Fargo Advisors, Client Performance Analyst
– Navellier & Associates, Marketing Associate/Analyst
Education and credentials
– M.S., Financial Planning, Golden Gate University
– B.S., Agricultural Business Management, University Wisconsin-Madison
– Series 7 and 66 securities licenses
Life
– David resides in Chanhassen, MN with his wife Caitlin.
– David and Caitlin have two children.
– He enjoys spending quality time with family and friends, playing golf, and travel.
Registered Client Associate
Taryn is a Senior Registered Client Associate with the UBS Private Wealth Management Group, Panava Partners
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 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
Registered Client Associate
Taryn is a Senior Registered Client Associate with the UBS Private Wealth Management Group, Panava Partners
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 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
Senior Wealth Strategy Associate
Charles is a Senior Wealth Strategy Associate with the Private Wealth Management Group. As the son of a business owner, he learned the importance of client relationships early on. This background inspired him to pursue a career in wealth management, where he is dedicated to fostering strong relationships and helping clients with a wide range of operational and financial topics.
A commitment to excellent client service
Charles handles the operational facets of the practice, including client onboarding, account maintenance, cash flow processing, and upholding the highest service standards for clients' operational and administrative needs. Since joining UBS in 2023 as a Senior Wealth Strategy Associate, Charlie has been instrumental in strategic planning and ensuring seamless client experiences. His role involves collaborating with various departments to enhance service delivery and maintain high-quality standards.
Past experience
–Senior Wealth Strategy Associate, UBS Private Wealth Management
–Planning Consultant, Fidelity Investments
Education and credentials
–B.S., University of Illinois - Champaign Urbana
–Series 7 and 66 securities licenses
Life
–Charles resides in Chicago
–He likes to stay active by participating in recreational sports leagues, skiing in the winter, and taking advantage of Lake Michigan in the summer
Senior Wealth Strategy Associate
Charles is a Senior Wealth Strategy Associate with the Private Wealth Management Group. As the son of a business owner, he learned the importance of client relationships early on. This background inspired him to pursue a career in wealth management, where he is dedicated to fostering strong relationships and helping clients with a wide range of operational and financial topics.
A commitment to excellent client service
Charles handles the operational facets of the practice, including client onboarding, account maintenance, cash flow processing, and upholding the highest service standards for clients' operational and administrative needs. Since joining UBS in 2023 as a Senior Wealth Strategy Associate, Charlie has been instrumental in strategic planning and ensuring seamless client experiences. His role involves collaborating with various departments to enhance service delivery and maintain high-quality standards.
Past experience
–Senior Wealth Strategy Associate, UBS Private Wealth Management
–Planning Consultant, Fidelity Investments
Education and credentials
–B.S., University of Illinois - Champaign Urbana
–Series 7 and 66 securities licenses
Life
–Charles resides in Chicago
–He likes to stay active by participating in recreational sports leagues, skiing in the winter, and taking advantage of Lake Michigan in the summer
Client Associate
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
Client Associate
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
Client Associate
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
Client Associate
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
Client Associate
Lily joined UBS in 2022 and currently serves as a Client Associate. Her responsibilities primarily relate to client service, business development, and marketing.
Lily started at UBS as an intern while attending Northwestern University. She has since earned an economics undergraduate degree and a masters in Business Management.
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.
Education and credentials
- Masters in Management, Kellogg School of Management, Northwestern University
- B.A., Economics, Northwestern University
Client Associate
Lily joined UBS in 2022 and currently serves as a Client Associate. Her responsibilities primarily relate to client service, business development, and marketing.
Lily started at UBS as an intern while attending Northwestern University. She has since earned an economics undergraduate degree and a masters in Business Management.
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.
Education and credentials
- Masters in Management, Kellogg School of Management, Northwestern University
- B.A., Economics, Northwestern University
Authorized Officer
Wealth Planning Associate
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 solutions, 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
Authorized Officer
Wealth Planning Associate
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 solutions, 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
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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