Success to significance

Private Wealth Management

YC-Chicago skyline

What’s your North Star?

By understanding your mission and purpose, we can help you lead a life of significance

It’s within you—that certain something giving you purpose. That North Star that guides you. Whether that’s business, community, family or self, we get to know and understand what is most important to you. Only then do we help you make informed decisions today that can help lead to your successes tomorrow.

At the Thompson-Rodgers Group, we guide clients in financial decision-making in every type of market environment, bringing our deep understanding of complex wealth and years of problem-solving experience to serve business owners, corporate executives, athletes, entertainers and their families. Our advice is always about one thing: moving our clients one step closer to realizing their purpose.

You. Connected.

Private Wealth Management

As part of Private Wealth Management, we are able to connect you to firmwide experts, thought leaders and premier resources.

Our journey

We’re a team of wealth managers who come from entrepreneurial families. Our own life stories and experiences have shaped our unified vision to help every client pursue meaning in their individual journeys. As former athletes and military Veterans, we lead our clients through complexity to help them achieve their vision and goals.

Private Wealth Advisors

  • Patrick Thompson

    Patrick Thompson, CFA, CEPA, CFP

    Senior Vice President–Wealth Management

    Private Wealth Advisor

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    • AZ
    • CA
    • CO
    • DE
    • FL
    • GA
    • IL
    • IN
    • KY
    • MA
    • MD
    • MI
    • MN
    • NC
    • NE
    • NJ
    • NV
    • NY
    • OH
    • PA
    • TN
    • TX
    • VA
    • WA
    • WI
    • WV

    Whether through lucrative sports careers or business ventures, Patrick Thompson’s clients have created substantial wealth and hope to preserve it for the next generation. A UBS Private Wealth Advisor from an entrepreneurial family and former Division I college athlete himself, he understands this experience and the values that shape it—respect, hard work, discipline and perseverance. These are the qualities he brings to relationships with his clients who hope to evolve their hard-earned success into leading lives of significance where they can have a profound impact on their families and the world at large.

    With more than 20 years of experience working with ultra high net worth individuals and their families, Patrick serves as the “CEO” of his team and leads all business development, investment consulting, advanced planning and relationship management efforts. He believes his clients value his professionalism, the virtual family office experience he delivers, as well as his lifelong passion for the markets, his investment insight and his access to the resources of the world’s largest wealth management firm.

    Professional experience

    • Associate, Winona Capital Management
    • Associate portfolio manager, Northern Trust

    Life

    • Patrick and his wife, Olena, have five spirited children, ages 4 to 13.
    • His family time often involves travel, parks—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.

    “Helping business owners and professional athletes make smart decisions with their money is what we do. Helping these individuals build their legacy and lead lives of significance is who we are.”

      The ratings are based on quantitative factors and are 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

      • Kellogg School of Management, Northwestern University, M.B.A.
      • Northwestern University, B.A., economics
      • Series 7 and 66 securities licenses
      • Life, health, long-term care and casualty insurance licenses
      • Private Wealth Advisor
      • Certified Exit Planning Advisor
      • CERTIFIED FINANCIAL PLANNER™
      • Chartered Financial Analyst®
      One North Wacker Drive
      Chicago, IL 60606
    • Darryl Rodgers

      Darryl Rodgers

      Executive Director

      Assistant Market Head

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      • AK
      • AL
      • AR
      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • HI
      • IA
      • ID
      • IL
      • IN
      • KS
      • KY
      • LA
      • MA
      • MD
      • ME
      • MI
      • MN
      • MO
      • MS
      • MT
      • NC
      • ND
      • NE
      • NH
      • NJ
      • NM
      • NV
      • NY
      • OH
      • OK
      • OR
      • PA
      • PR
      • RI
      • SC
      • SD
      • TN
      • TX
      • UT
      • VA
      • VI
      • VT
      • WA
      • WI
      • WV
      • WY

      Darryl Rodgers is a Financial Advisor as well as an Assistant Market Head for the Midwest PWM Market at UBS. As a Financial 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. Darryl holds a BS in mathematical economics from the United States Military Academy at West Point and an MBA in management from the University of Virginia Darden School of Business. He is a board member of Delta Dental of Illinois and Leave No Veteran Behind. He is also a member of the Economic Club of Chicago and a general trustee for the Lincoln Academy of Illinois.

      Darryl lives in Chicago with his wife, Stephanie, and is the proud father of two enthusiastic young daughters.

        The ratings are based on quantitative factors and are 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

            One North Wacker Drive
            Suite 3700
            Chicago, IL 60606
          • Greg

            Greg Hohenstein, CEPA

            Senior Wealth Strategy Associate

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            • AK
            • AL
            • AR
            • AZ
            • CA
            • CO
            • CT
            • DC
            • DE
            • FL
            • GA
            • HI
            • IA
            • ID
            • IL
            • IN
            • KS
            • KY
            • LA
            • MA
            • MD
            • ME
            • MI
            • MN
            • MO
            • MS
            • MT
            • NC
            • ND
            • NE
            • NH
            • NJ
            • NM
            • NV
            • NY
            • OH
            • OK
            • OR
            • PA
            • PR
            • RI
            • SC
            • SD
            • TN
            • TX
            • UT
            • VA
            • VI
            • VT
            • WA
            • WI
            • WV
            • WY

            Strategic planning for your goals
            For as long as he can remember, Greg has wanted to learn as much as he could about investment management and capital markets. Today, he applies his passion to helping his team’s clients achieve their financial goals.

            Greg 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
            – Senior Wealth Strategy 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.

              The ratings are based on quantitative factors and are 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

              • Bowling Green State University, M.A. Financial Economics: 2017
              • Bowling Green State University, B.S., Business with a specialization in Finance: 2016
              • Certified Exit Planning Advisor
              • Series 7 and 66 securities licenses
              One North Wacker Drive
              Suite 3700
              Chicago, IL 60606
            • Ron Fischer

              Ron Fischer

              Client Associate

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              • AZ
              • CA
              • CO
              • DE
              • FL
              • GA
              • IL
              • IN
              • MD
              • MI
              • MN
              • NV
              • NY
              • TN
              • TX
              • VA
              • WA
              • WI
              • WV

              Highly attentive to client needs
              Ron is proud to be an integral part of a team whose mission is to be their clients’ primary source of financial advice. To that end, they concentrate their efforts on providing customized financial strategies to help clients achieve their goals and developing long-term relationships through a commitment to quality client service.

              Ron is responsible for account maintenance, day-to-day operations, managing client documentation and trade support, as well as assisting with investment research and analysis.

              Experience
              – Client Associate, UBS Private Wealth Management, 2021 – present
              – Branch Service Associate, UBS Private Wealth Management, 2016 – 2021

              Life
              – Originally from Miami, FL, Ron is a passionate Miami sports fan.
              – An outdoor enthusiast, Ron enjoys staying active, traveling and spending time with friends and family.

                The ratings are based on quantitative factors and are 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

                • Florida International University, B.B.A., Finance
                • Series 7 and 66 securities licenses
                One North Wacker Drive
                Chicago, IL 60606

              Personalized advice

              Whether entrepreneurs, C-suite corporate executives, athletes or entertainers, our clients all need the same thing: a plan for the future that will help lead them from success to significance. We are proud to work with leaders in industries such as supply-chain logistics, tech, healthcare and life sciences, helping them manage their personal and family wealth.

              Institutional investment banking services are provided by UBS Securities LLC, a subsidiary of UBS Group AG. Member FINRA/SIPC. Banking and lending services are provided by UBS Bank USA, a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS no. 947868.

              Personalized advice

              For entrepreneurs

              For entrepreneurs

              For corporate executives

              For corporate executives

              For athletes and entertainers

              For athletes and entertainers

              We can introduce you to the right investment relationships as well as innovative, yet pragmatic, solutions to support new undertakings.

              - Cash management and banking services
              - Advanced planning
              - Business lifecycle planning
              - Exit planning
              - IPOs and corporate structures
              - Investment banking
              - 401K plans

              We offer a disciplined and strategic planning approach for your wealth-building years, but also for when the time comes to transition out of corporate life.

              - Compensation planning
              - Rule 10b5-1 plans
              - Stock options and restricted stock units
              - Career transitions

              Whether your career is on the playing field, the hardwood, the stage or screen, we can help you create a plan for lasting wealth that can benefit you, your family and community.

              - Customized financial planning coordinated with your agent and accountant
              - Cash management and banking services
              - Asset protection planning
              - Charitable giving

              A financial plan for the life you lead

              Thoughtful wealth management is about more than your balance sheet. It’s about exploring what’s most important to you, what you would like to accomplish and what keeps you awake at night. With those insights, we determine where you are now, where you want to be and any gaps or obstacles that may stand in the way. Our comprehensive wealth management formula incorporates three key components that address the concerns of successful families.

              Investment management

              Advanced planning

              Relationship management

              Trends and perspectives

              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

              Insights