Global wisdom. Focused on you.

What goals are on your horizon?

At vL Associates, our goal is to provide boutique investment solutions through responsive, intuitive and comprehensive strategic plans. Accessing the full spectrum of wealth management capabilities at UBS, we strive to be our clients' first call for any and all financial service needs. Our hallmark is mission-driven service: we tailor our solutions and communication to deliver highly personalized service to the small number of individuals and families that we serve. We are an experienced team of collaborators who can offer advice relevant to your life and your personal financial success. With our team by your side, you can embrace the financial future–with all its uncertainties–with confidence.

Let's pursue your goals together

7 person

seasoned team

$1.7 bln+

Assets under management

>20

appearances in the media

Recognition

Forbes Best-in-State Wealth Advisors, 2025

The 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.

Barron's Top 1,200 Financial Advisors, 2025

The Barron's rating is awarded annually in March and is based on information from the prior year Q3.

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.

A single touchpoint for all your financial needs

When it comes to what matters to you—your family, business and legacy—it’s more important than ever to have a partner you can trust to guide you forward.

A foundation for success

A foundation for success

Establishing an endowment or foundation is a major undertaking—one that deserves careful planning and expert guidance. We work with you to build a tailored investment strategy that supports your short- and long-term spending needs while remaining aligned with your mission, spending policy, risk tolerance and fiduciary responsibilities. We can help with:

Crafting an investment policy statement
Reviewing the investment process
Providing ongoing monitoring, reporting and communication

Your family’s values and legacy

Your family’s values and legacy

Multigenerational families require skilled advice and guidance. We have deep experience working with families of substantial wealth and can help you navigate the complexities and challenges that come with multiple generations and jurisdictions—all with the goal of ensuring that you are well positioned to optimize your wealth.

Learn more

Connect with us

Smart planning for executives

We can help map out a plan for your wealth that takes into account your goals, needs and plans for the future. Backed by the resources of the broader firm, our team can help you make smart financial decisions, address your evolving liquidity needs and develop shrewd tax strategies so that you can move forward with confidence.

Whether you are tackling the timing of executing stock options or selling shares, our knowledge and experience can free you to focus on your future.

Learn more

Crafting an investment policy statement
Reviewing the investment process
Providing ongoing monitoring, reporting and communication

Learn more

Connect with us

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

Maximize your potential wealth

Advice for business owners & entrepreneurs

Comprehensive planning for significant wealth

Wisdom, experience and unparalleled service

Our team brings a wealth of experience, unparalleled service and support for our clients. We are true problem solvers who strive to anticipate your needs as market conditions and opportunities evolve.

Always focused on simplifying complexity in each area of your financial life, we hope you will count on us for advice and insight today and for generations to come.

Roderick von Lipsey, CEPA

Managing Director

Private Wealth Advisor
Roderick von Lipsey, CEPA

Managing Director
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

1150 17th Street
Washington, D.C., DC 20036

202-942-2801
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- ID
- IL
- KY
- MA
- MD
- MT
- NC
- NJ
- NM
- NY
- OH
- 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, vL Associates.

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
- Certified Exit Planning Advisor®
- 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 sons
- He is an avid skier
- Barron's Top 1,200 Financial Advisors, 2023, 2024, 2025
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes Best-in-State Wealth Advisors, 2020, 2022, 2024, 2025The 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.
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.
- Private Wealth Advisor
- Certified Exit Planning Advisor
1150 17th Street
Washington, D.C., DC 20036

rod.vonlipsey@ubs.com

Roderick von Lipsey, CEPA

1150 17th Street,Washington, D.C.,DC,20036
Brett Goldstein, CEPA

First Vice President–Wealth Management

Private Wealth Advisor
Brett Goldstein, CEPA

First Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

1150 17th Street
Washington, D.C., DC 20036

202-942-2808
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- KY
- MA
- MD
- ME
- NC
- NJ
- NM
- NY
- OH
- PA
- SC
- SD
- TN
- VA
Beyond investment management

While Brett brings extensive capital markets and business development experience to vL Associates, 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
- Certified Exit Planning 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 the co-chair of the Syracuse University regional councils cabinet
- He is a board member of Bnai Tzedek Congregation
- He is married and the proud father of two boys.
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.
- Private Wealth Advisor
- Certified Exit Planning Advisor
1150 17th Street
Washington, D.C., DC 20036

brett.goldstein@ubs.com

Brett Goldstein, CEPA

1150 17th Street,Washington, D.C.,DC,20036
Robyn Wicks, CFP

Associate Director

Team Administrator
Robyn Wicks, CFP

Associate Director
Team Administrator

UBS Financial Services Inc.

Private Wealth Management

1150 17th Street
Washington, D.C., DC 20036

202-942-2805
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- KY
- MA
- MD
- MT
- NH
- NJ
- NY
- PA
- SC
- SD
- TN
- TX
- VA
- WA
Robyn is the team Business Manager with the goal of optimizing everything we do for our clients and their families. She works alongside the team to guide our service and support model, sustain our responsiveness and deepen our anticipatory engagement.

Experience
- UBS Private Wealth Management Administrative Officer, Washington DC
Credentials and Education
- CERTIFIED FINANCIAL PLANNER™, Georgetown University
- Series 7, 9/10, 66 securities licenses
- B.A., Economics and Spanish, Denison University
Life
- When not working, Robyn enjoys travelling, cooking and tennis.
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.
1150 17th Street
Washington, D.C., DC 20036

robyn.wicks@ubs.com

Robyn Wicks, CFP

1150 17th Street,Washington, D.C.,DC,20036
Thomas Hulse

Authorized Officer

Senior Wealth Strategy Associate
Thomas Hulse

Authorized Officer
Senior Wealth Strategy Associate

UBS Financial Services Inc.

Private Wealth Management

1150 17th Street
Washington, D.C., DC 20036

202-942-2810
View bio
- AZ
- CA
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- KY
- MA
- MD
- MT
- NJ
- NY
- OH
- PA
- SD
- TN
- VA
- WA
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 vL Associates.

“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.
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.
1150 17th Street
Washington, D.C., DC 20036

thomas.hulse@ubs.com

Thomas Hulse

1150 17th Street,Washington, D.C.,DC,20036
Krishna Gall, CAIA

Senior Wealth Strategy Associate
Krishna Gall, CAIA

Senior Wealth Strategy Associate

UBS Financial Services Inc.

Private Wealth Management

1150 17th Street
Washington, D.C., DC 20036

202-942-2802
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- ID
- IL
- KS
- 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
- Chartered Alternative Investment Analyst®
- Series 7, 63, 65 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
- Krishna enjoys playing a wide variety of board games, skiing, and cooking
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.
1150 17th Street
Washington, D.C., DC 20036

krishna.gall@ubs.com

Krishna Gall, CAIA

1150 17th Street,Washington, D.C.,DC,20036
Alexandra Harris, CRPC

Registered Client Associate
Alexandra Harris, CRPC

Registered Client Associate

UBS Financial Services Inc.

Private Wealth Management

1150 17th Street
Washington, D.C., DC 20036

202-942-2840
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- KY
- MA
- MD
- MT
- NC
- NJ
- NY
- OH
- PA
- SC
- SD
- TN
- TX
- VA
- WA
- WV
Strategic planning for individuals and families

Alex is a Registered Client Associate on the vL Associates team. Along with account maintenance, she supports cash and asset movements, and focuses on client's financial planning and the alternative investment tax reporting process. She works alongside clients’ CPAs and attorneys to ensure seamless coordination with their investment accounts.

Experience
- Investment Consultant, Charles Schwab, Washington, DC
- Financial Consultant, TD Ameritrade, Reston VA
- Finance Intern, UBS Wealth Management, Wilmington, NC
Credentials and Education
- Chartered Retirement Planning Counselor®
- Series 7, 66 securities licenses
- B.S., Finance, University of North Carolina Wilmington
Life
- Alex enjoys hot yoga, pickleball, and is an avid skier
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.
- Chartered Retirement Planning Counselor
1150 17th Street
Washington, D.C., DC 20036

alexandra.harris@ubs.com

Alexandra Harris, CRPC

1150 17th Street,Washington, D.C.,DC,20036
Rachel Dudash

Client Associate
Rachel Dudash

Client Associate

UBS Financial Services Inc.

Private Wealth Management

1150 17th Street
Washington, D.C., DC 20036

202-942-2806
View bio
Efficient and client-centric service

Rachel is one of the team’s Client Associates, providing operational support, including day-to-day client data management, account queries and maintenance, reporting, and bank to bank transfers. While she keeps vL Associates running smoothly and efficiently, Rachel also helps our clients experience a seamless transition to UBS and our team.

Experience
- UBS Private Wealth Management, Washington, D.C.
Credentials and Education
- B.A., International Affairs, George Washington University
Life
- When not working, Rachel loves to travel and explore the outdoors through hiking and camping.
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.
1150 17th Street
Washington, D.C., DC 20036

rachel.dudash@ubs.com

Rachel Dudash

1150 17th Street,Washington, D.C.,DC,20036

Roderick von Lipsey, CEPA

Managing Director

Private Wealth Advisor
Roderick von Lipsey, CEPA

Managing Director
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

1150 17th Street
Washington, D.C., DC 20036

202-942-2801
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- ID
- IL
- KY
- MA
- MD
- MT
- NC
- NJ
- NM
- NY
- OH
- 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, vL Associates.

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
- Certified Exit Planning Advisor®
- 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 sons
- He is an avid skier
- Barron's Top 1,200 Financial Advisors, 2023, 2024, 2025
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes Best-in-State Wealth Advisors, 2020, 2022, 2024, 2025The 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.
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.
- Private Wealth Advisor
- Certified Exit Planning Advisor
1150 17th Street
Washington, D.C., DC 20036

rod.vonlipsey@ubs.com

Roderick von Lipsey, CEPA

1150 17th Street,Washington, D.C.,DC,20036
Brett Goldstein, CEPA

First Vice President–Wealth Management

Private Wealth Advisor
Brett Goldstein, CEPA

First Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

1150 17th Street
Washington, D.C., DC 20036

202-942-2808
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- KY
- MA
- MD
- ME
- NC
- NJ
- NM
- NY
- OH
- PA
- SC
- SD
- TN
- VA
Beyond investment management

While Brett brings extensive capital markets and business development experience to vL Associates, 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
- Certified Exit Planning 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 the co-chair of the Syracuse University regional councils cabinet
- He is a board member of Bnai Tzedek Congregation
- He is married and the proud father of two boys.
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.
- Private Wealth Advisor
- Certified Exit Planning Advisor
1150 17th Street
Washington, D.C., DC 20036

brett.goldstein@ubs.com

Brett Goldstein, CEPA

1150 17th Street,Washington, D.C.,DC,20036
Robyn Wicks, CFP

Associate Director

Team Administrator
Robyn Wicks, CFP

Associate Director
Team Administrator

UBS Financial Services Inc.

Private Wealth Management

1150 17th Street
Washington, D.C., DC 20036

202-942-2805
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- KY
- MA
- MD
- MT
- NH
- NJ
- NY
- PA
- SC
- SD
- TN
- TX
- VA
- WA
Robyn is the team Business Manager with the goal of optimizing everything we do for our clients and their families. She works alongside the team to guide our service and support model, sustain our responsiveness and deepen our anticipatory engagement.

Experience
- UBS Private Wealth Management Administrative Officer, Washington DC
Credentials and Education
- CERTIFIED FINANCIAL PLANNER™, Georgetown University
- Series 7, 9/10, 66 securities licenses
- B.A., Economics and Spanish, Denison University
Life
- When not working, Robyn enjoys travelling, cooking and tennis.
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.
1150 17th Street
Washington, D.C., DC 20036

robyn.wicks@ubs.com

Robyn Wicks, CFP

1150 17th Street,Washington, D.C.,DC,20036
Thomas Hulse

Authorized Officer

Senior Wealth Strategy Associate
Thomas Hulse

Authorized Officer
Senior Wealth Strategy Associate

UBS Financial Services Inc.

Private Wealth Management

1150 17th Street
Washington, D.C., DC 20036

202-942-2810
View bio
- AZ
- CA
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- KY
- MA
- MD
- MT
- NJ
- NY
- OH
- PA
- SD
- TN
- VA
- WA
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 vL Associates.

“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.
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.
1150 17th Street
Washington, D.C., DC 20036

thomas.hulse@ubs.com

Thomas Hulse

1150 17th Street,Washington, D.C.,DC,20036
Krishna Gall, CAIA

Senior Wealth Strategy Associate
Krishna Gall, CAIA

Senior Wealth Strategy Associate

UBS Financial Services Inc.

Private Wealth Management

1150 17th Street
Washington, D.C., DC 20036

202-942-2802
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- ID
- IL
- KS
- 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
- Chartered Alternative Investment Analyst®
- Series 7, 63, 65 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
- Krishna enjoys playing a wide variety of board games, skiing, and cooking
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.
1150 17th Street
Washington, D.C., DC 20036

krishna.gall@ubs.com

Krishna Gall, CAIA

1150 17th Street,Washington, D.C.,DC,20036
Alexandra Harris, CRPC

Registered Client Associate
Alexandra Harris, CRPC

Registered Client Associate

UBS Financial Services Inc.

Private Wealth Management

1150 17th Street
Washington, D.C., DC 20036

202-942-2840
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- KY
- MA
- MD
- MT
- NC
- NJ
- NY
- OH
- PA
- SC
- SD
- TN
- TX
- VA
- WA
- WV
Strategic planning for individuals and families

Alex is a Registered Client Associate on the vL Associates team. Along with account maintenance, she supports cash and asset movements, and focuses on client's financial planning and the alternative investment tax reporting process. She works alongside clients’ CPAs and attorneys to ensure seamless coordination with their investment accounts.

Experience
- Investment Consultant, Charles Schwab, Washington, DC
- Financial Consultant, TD Ameritrade, Reston VA
- Finance Intern, UBS Wealth Management, Wilmington, NC
Credentials and Education
- Chartered Retirement Planning Counselor®
- Series 7, 66 securities licenses
- B.S., Finance, University of North Carolina Wilmington
Life
- Alex enjoys hot yoga, pickleball, and is an avid skier
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.
- Chartered Retirement Planning Counselor
1150 17th Street
Washington, D.C., DC 20036

alexandra.harris@ubs.com

Alexandra Harris, CRPC

1150 17th Street,Washington, D.C.,DC,20036
Rachel Dudash

Client Associate
Rachel Dudash

Client Associate

UBS Financial Services Inc.

Private Wealth Management

1150 17th Street
Washington, D.C., DC 20036

202-942-2806
View bio
Efficient and client-centric service

Rachel is one of the team’s Client Associates, providing operational support, including day-to-day client data management, account queries and maintenance, reporting, and bank to bank transfers. While she keeps vL Associates running smoothly and efficiently, Rachel also helps our clients experience a seamless transition to UBS and our team.

Experience
- UBS Private Wealth Management, Washington, D.C.
Credentials and Education
- B.A., International Affairs, George Washington University
Life
- When not working, Rachel loves to travel and explore the outdoors through hiking and camping.
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.
1150 17th Street
Washington, D.C., DC 20036

rachel.dudash@ubs.com

Rachel Dudash

1150 17th Street,Washington, D.C.,DC,20036

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Your family’s values and legacy

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Roderick von Lipsey, CEPA

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Thomas Hulse

Krishna Gall, CAIA

Alexandra Harris, CRPC

Rachel Dudash

Roderick von Lipsey, CEPA

Brett Goldstein, CEPA

Robyn Wicks, CFP

Thomas Hulse

Krishna Gall, CAIA

Alexandra Harris, CRPC

Rachel Dudash

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Making sense of significant wealth

A leader in wealth management

Backed by the strength of our parent company, UBS AG

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