Cliffside

Global wisdom. Focused on you.

Private Wealth Management

What goals are on your horizon?

At times, the complexity of today’s global economy may feel overwhelming. Whether you’re a working professional who is building wealth, a successful executive or business owner contemplating your next act, or the head of a multigenerational family looking to preserve your family’s future—you have questions. You expect clear answers from an advisor with worldwide experience who understands you, your family and your community.


Our highly credentialed team offers the thoughtful perspective and proactive service your family needs to help meet their goals. With a team of advisors spanning decades of experience, we strive, relentlessly, to make sure you feel well taken care of. By putting financial planning at the core of everything we do, we offer the capabilities to help you, your business and your family unlock opportunity, preserve wealth and create continuity.

Rod von Lipsey
  • Rod von Lipsey

    Roderick von Lipsey

    Managing Director

    Private Wealth Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • IL
    • KY
    • MA
    • MD
    • MT
    • NC
    • NJ
    • NY
    • PA
    • SC
    • SD
    • TN
    • TX
    • VA
    • WA

    Leadership inspires confidence

    Rod is no stranger to decisive leadership and strategic collaboration. A former active duty Marine fighter pilot, decorated combat veteran, staff member of the White House National Security Council and aide to the Chairman of the Joint Chiefs of Staff, Rod continues to earn the trust and respect of his colleagues and clients worldwide. Today he provides compelling leadership as a Managing Director at UBS Financial Services Inc., where he founded his Private Wealth Management practice in Washington, DC, The von Lipsey Team.

    As Chief Investment Strategist for the team, Rod focuses on portfolio construction, particularly with Private Equity solutions, and market analysis to identify short- and long-term investment themes, risks and challenges.

     “Trust and confidence are paramount drivers in our work for clients. Understanding clients—their needs, concerns, anxieties, ambitions and aspirations—is essential to earning that trust. With it, our goal is to craft customized wealth strategies built to serve each of our client's most important priorities.”

    — Rod von Lipsey

    Experience

    • UBS Private Wealth Management Midwest Complex Director, Chicago, IL
    • UBS Private Wealth Management Branch Manager, Washington DC
    • Senior Vice President – Investments, UBS Financial Services Inc.
    • Vice President, Goldman, Sachs & Co.

    Credentials and education

    • Series 3, 7, 9/10, 66 securities licenses
    • Life, health and variable annuity insurance licenses
    • M.A., Catholic University of America
    • B.A., English, U.S. Naval Academy

    Life

    • Rod is deeply committed to philanthropy
    • He has held leadership positions in the National Security community
    • He is active in the art community (collector and mentor)
    • Rod is the proud parent of three elementary school boys (International School community)
    • He is an avid skier
    • Forbes Best-in-State Wealth Advisors, 2020, 2022The Forbes rating is awarded annually in January or February and is based on information from June of the prior year to June of the award year. 

      • Private Wealth Advisor
      1501 K Street North West
      Suite 1100
      Washington, DC 20005
    • Brett Goldstein

      Brett Goldstein

      Vice President–Wealth Management

      Private Wealth Advisor

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      • AZ
      • CA
      • CT
      • DC
      • DE
      • FL
      • GA
      • IL
      • KY
      • MA
      • MD
      • NJ
      • NY
      • PA
      • SC
      • SD
      • TN
      • TX
      • VA
      • WA

      Beyond investment management

      While Brett brings extensive capital markets and business development experience to The von Lipsey team, he combines his technical expertise with a real passion for building client relationships. Working with successful families and individuals, he focuses on providing fixed income solutions, but also looks beyond their investment needs to their longer-term planning priorities—family, legacy and philanthropy.

      Brett also leads the team’s outreach to and coordination with clients’ attorneys, accountants and professional services partners to align their advice and recommendations. 

      “I’m in the business of giving financial advice, but the reality of what I do everyday goes well beyond the financial. I get to know my clients, understand what gives them joy and what creates concern . My advice focuses on how I can help enhance the joy and minimize the worry.”

      — Brett Goldstein

      Experience

      • Institutional Government Bond Trader, Vice President, HSBC
      • Institutional Government Bond Trader, Director, UBS Securities, LLC
      • Regional Middle Market Institutional Sales, Director, UBS Financial Services

      Credentials and education

      • Private Wealth Advisor
      • Graduate, Wharton School Private Wealth Executive Education Program
      • Series 7, 63,65 securities licenses
      • B.A., The Maxwell School of Syracuse University

      Life

      • Brett is a member of the Syracuse University Washington D.C. Regional Council
      • He is a board member of Bnai Tzedek Congregation
      • He is married and the proud father of two boys.

          • Private Wealth Advisor
          1501 K Street North West
          Suite 1100
          Washington, DC 20005
        • Thomas Hulse

          Thomas Hulse

          Authorized Officer

          Senior Wealth Strategy Associate

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          • AZ
          • CA
          • CT
          • DC
          • DE
          • FL
          • IL
          • KY
          • MA
          • MD
          • MT
          • NJ
          • NY
          • PA
          • SD
          • TN
          • VA

          Keeping a strategic eye on the markets

          Focusing on risk management and portfolio analysis for the team, Tom's role includes investment due diligence and oversight, primary and secondary market research and financial analysis. Working with many of the team's most respected pension, endowment and private clients, he creates risk-managed asset allocations and identifies appropriate investment opportunities.

          Tom was also a key partner in helping to establish the Private Wealth Management footprint in Washington D.C. His insight into the needs and goals of successful families, individuals and institutions has proven invaluable to The von Lipsey Team.

           “Clients are the center of our world. We are a full service investment manager and our responsibility is to deliver the entire scale and scope of UBS.”

          — Thomas Hulse

          Experience

          • UBS Private Wealth Management, Washington, D.C.
          • UBS Financial Services, Beverly Hills, CA
          • Financial analyst, Northrop Grumman Corporation

          Credentials and education

          • Series 3, 7, 66 securities licenses
          • M.S., finance, George Washington University
          • B.A., business administration, Pepperdine University

          Life

          • When not working, Tom loves spending time with his family.
          • He also enjoys playing chess, tennis, running and mountain biking.

           

                1501 K Street North West
                Suite 1100
                Washington, DC 20005
              • Robyn Wicks

                Robyn Wicks

                Admin Manager

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                • AZ
                • CA
                • CT
                • DC
                • DE
                • FL
                • IL
                • KY
                • MA
                • MD
                • MT
                • NJ
                • NY
                • PA
                • SD
                • TN
                • VA

                Efficient and client-centric service

                Robyn is the team’s Client Service Associate and chief administrative officer. From providing all aspects of operational support to day-to-day client data management, account queries and maintenance, bank to bank transfers and receipts, she keeps The von Lipsey team running smoothly and efficiently.

                Robyn also maintains the team’s market research distribution and client reporting processes.

                 

                      1501 K Street North West
                      Suite 1100
                      Washington, DC 20005
                    • Rachel Dudash

                      Rachel Ann Dudash

                      Client Associate

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                        Rachel is the team's Client Service Associate.  She supports the processes of onboarding, administration and maintenance of client accounts and third-party managed account strategies.  In addition to providing quality assurance for investment performance and data reporting, Rachel helps our clients experience a seamless transition to UBS and our team.

                        When not working, Rachel loves to travel and explore the outdoors through hiking and camping.

                              1501 K Street North West
                              Suite 1100
                              Washington, DC 20005
                            • Krishna Gall

                              Krishna Gall

                              Wealth Strategy Associate

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                              • AZ
                              • CA
                              • CT
                              • DC
                              • DE
                              • FL
                              • IL
                              • KY
                              • MA
                              • MD
                              • MT
                              • NC
                              • NJ
                              • NY
                              • PA
                              • SC
                              • SD
                              • TN
                              • TX
                              • VA
                              • WA

                              Bespoke strategies with a global perspective

                              Krishna is a Wealth Strategy Associate, responsible for analyzing client portfolios and supporting asset allocation strategies. With previous experience in alternative investments, fund formation, and data analytics, he primarily focuses on portfolio construction and risk analytics.

                              Experience

                              • Swiss Re, P&C Analytics Associate, New York, NY
                              • Tradition Securities and Derivatives LLC, Part-time Associate, New York, NY
                              • Weiss Asset Management LP, Legal Analyst, Boston, MA
                              • Softbank Fusi Capital, Associate, Shanghai, China     

                              Credentials and education

                              • Series 7, 63 securities licenses
                              • M.I.A., international finance and economic policy, Columbia University School of International and Public Affairs
                              • B.A., economics and international relations, Boston University

                              Life

                              • He enjoys traveling, especially to visit family in Europe
                              • Playing a wide variety of board games, skiing, and cooking 

                                    1501 K Street North West
                                    Suite 1100
                                    Washington, DC 20005
                                  Desk

                                  Portfolio structuring beyond the traditional

                                  Family meal

                                  Planning across generations

                                  Mountain

                                  UBS Private Wealth Management

                                  Team

                                  Philanthropy matters

                                  Our commitment to giving back

                                  With our team's personal commitment to giving back to our community and the organizations that are meaningful to us, we’re prepared to help you bring your charitable goals to life. We'll work together to clarify what's meaningful to you, but also help you decide on the best way to make a difference with your wealth.

                                  Backed by the strength of UBS

                                  A global leader in wealth management

                                  $2.8 trillion

                                  In invested assets globally 
                                  As of 06/30/2022

                                  51 countries

                                  Our global footprint

                                  Global leader

                                  UBS is a world-leading wealth manager

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