$2.8 trillion
In invested assets globally
As of 06/30/2022
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.
Managing Director
Private Wealth Advisor
Vice President–Wealth Management
Private Wealth Advisor
Authorized Officer
Senior Wealth Strategy Associate
Admin Manager
Client Associate
Wealth Strategy Associate
Managing Director
Private Wealth Advisor
Vice President–Wealth Management
Private Wealth Advisor
Authorized Officer
Senior Wealth Strategy Associate
Admin Manager
Client Associate
Wealth Strategy Associate
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
Financial expert Rod von Lipsey from UBS Private Wealth Management on FOX5 to discuss the new jobs report
Rod von Lipsey, Managing Director at UBS Private Wealth Management, said that "investors should remain defensive in their portfolio positioning. We continue to like value stocks."
Rod von Lipsey, the managing director at UBS Private Wealth Management, joins CBS News to discuss the impact the Federal Reserve's interest rate hikes are having on the markets.
Economic expert Rod Von Lipsey joined us to discuss U.S. inflation that’s jumped 8.5% in past year. (04/13/2022)
Rod Von Lipsey, UBS private wealth management, joins ‘Closing Bell’ to give his take on the markets.
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.
$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
