Experience

Makes all the difference

Patrick Thompson, CFA, CEPA, CFP

Senior Vice President–Wealth Management

Private Wealth Advisor

Your life story guides our planning
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.

Experience
– Associate, Winona Capital Management
– Associate Portfolio Manager, Northern Trust

Life
– Patrick and his wife, Olena, have five spirited children, ages 6 to 15.
– 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.

CA license #0H99710

 

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • HI
  • IA
  • IL
  • IN
  • KS
  • KY
  • MA
  • MD
  • MI
  • MN
  • MT
  • NC
  • ND
  • NE
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • TN
  • TX
  • VA
  • WA
  • WI

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2023, 2024The 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

Education

  • Kellogg School of Management, Northwestern University, M.B.A.
  • Northwestern University, B.A., economics
  • Series 7, 9, 10, 31, 63, and 66 securities licenses
  • Life, health, and long-term care insurance licenses

Credentials

  • Private Wealth Advisor
  • Certified Exit Planning Advisor
  • CERTIFIED FINANCIAL PLANNER®
  • Chartered Financial Analyst®
One North Wacker Drive
Chicago, IL 60606

Email Me

patrick.thompson@ubs.com
Patrick Thompson, CFA, CEPA, CFP
One North Wacker Drive,Chicago,IL,60606

Darryl W. Rodgers, CEPA

Financial Advisor

Certified Exit Planning 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.

Registered States:
  • 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

Education

  • US Military Academy at West Point, B.S., Mathematical Economics, Minor in Systems Engineering
  • University of Virginia Darden School of Business, M.B.A.
  • Series 7, 9, 10, 31, 63, and 66 securities licenses
  • Life, health, and long-term care insurance licenses

Credentials

  • Certified Exit Planning Advisor
One North Wacker Drive
Suite 3700
Chicago, IL 60606

Email Me

darryl.rodgers@ubs.com
Darryl W. Rodgers, CEPA
One North Wacker Drive,Chicago,IL,60606

Greg Hohenstein, CFA, CEPA

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.

Registered States:
  • 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

Education

  • Bowling Green State University, M.A. Financial Economics: 2017
  • Bowling Green State University, B.S., Business with a specialization in Finance: 2016

Credentials

  • Certified Exit Planning Advisor
  • Series 7 and 66 securities licenses
  • Chartered Financial Analyst®
One North Wacker Drive
Suite 3700
Chicago, IL 60606

Email Me

gregory.hohenstein@ubs.com
Greg Hohenstein, CFA, CEPA
One North Wacker Drive,Chicago,IL,60606

Lily Gilbertson

Client Associate

Lily joined UBS in 2022 and currently serves as a Client Associate. Her responsibilities primarily relate to business development, marketing, and general support in order to contribute to the team’s top of the market service.

Lily started at UBS as an intern while attending Northwestern University. She has since earned an economics undergraduate degree. She is continuing her education at Northwestern’s Kellogg School of Management where she is working toward an MBA degree while maintaining her UBS role. 

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.

One North Wacker Drive
Chicago, IL 60606

Email Me

lily.gilbertson@ubs.com
Lily Gilbertson
One North Wacker Drive,Chicago,IL,60606

Charlie Kaufmann

Senior Wealth Strategy Associate

Charlie manages all operational aspects of the practice from client on-boarding to account maintenance, processing cash flow requests, and ensuring the highest quality service standards for clients’ operational and administrative needs. He joined UBS in 2023 after working as a Planning Consultant at Fidelity Investments.  His North Star is outstanding client service. 

Charlie attended the University of Illinois where he received his bachelor’s degree in Consumer Economics/Financial Planning with a minor in Business. Charlie likes to stay active by participating in various recreational sports leagues, skiing in the winter, and taking advantage of Lake Michigan in the summer. As a dedicated foodie, Charlie is always interested in finding the next new restaurant to experience. 

Experience
– Senior Wealth Strategy Associate, UBS Private Wealth Management, 2023-Present
– Planning Consultant, Fidelity Investments, 2021-2023

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • IL
  • IN
  • MA
  • MD
  • MI
  • MN
  • MT
  • NC
  • ND
  • NE
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • TN
  • TX
  • VA
  • WA
  • WI
One North Wacker Drive
Chicago, IL 60606

Email Me

charles.kaufmann@ubs.com
Charlie Kaufmann
One North Wacker Drive,Chicago,IL,60606

Elizabeth Sheehan

Senior Vice President–Wealth Management

Financial Advisor

With over 17 years of experience at UBS, Liz is dedicated to providing clients with a holistic wealth management process inclusive of thorough financial planning, insurance analysis, and estate planning.  By beginning each client relationship with a financial plan, Liz customizes investment portfolios to best meet each clients' specific needs. Having started her career at UBS' headquarters, Liz has deep roots throughout the firm, allowing her to easily leverage those relationships to deliver the firm's resources to her clients.

Committed to lifelong learning, Liz has earned several industry designations to best serve her clients.  Her accreditations include, CERTIFIED FINANCIAL PLANNER®™, Certified Exit Planning Advisor®, Chartered Financial Consultant® and Chartered Life Underwriter®.

Liz graduated cum laude from Bucknell University with a degree in business management and a minor in Spanish. She is an avid runner and enjoys running in races around the country.  Liz and her husband, Peter, live in the western suburbs of Chicago with their two children.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • IA
  • IL
  • IN
  • KY
  • MA
  • MD
  • MI
  • MN
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • PA
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WI

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
  • Forbes Top Women Wealth Advisors Best-in-State, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September 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

One North Wacker Drive
Chicago, IL 60606

Email Me

elizabeth.sheehan@ubs.com
Elizabeth Sheehan
One North Wacker Drive,Chicago,IL,60606

Our resources

  • Ann Bjerke

    Executive Director

    Head of Advanced Planning

    Ann focuses on developing and implementing creative and comprehensive strategies to assist clients with their complex financial needs such as preservation, transfer and management of wealth. Prior to joining UBS in 2008, Ann practiced law with the law firm of Levin, Schreder & Carey, focusing on estate tax and income tax planning for ultra high net worth individuals, families and business owners.

  • Heather George

    Heather George

    Executive Director

    Senior Strategist, Family Advisory and Philanthropy Services Americas

  • Jennifer Miara

    Jennifer Miara

    Executive Director

    Ultra High Net Worth Lending Specialist, Lending Origination

    Jennifer Miara is an Executive Director, Tailored Lending Specialist with over 20 years of experience in wealth management with a specialty both in HNW, UHNW, and commercial banking and lending. Some of Jennifer’s accomplishments include working as business head of banking and lending for a top 10 RIA and their family office services, running the national banking and lending group for UHNW clients at US Bank directly with the group’s chief credit officer, and also helping manage several of the top 10 AmLaw 100 global law firms.

  • Matthew Morris, CFA

    Executive Director

    Head, Portfolio Advisory Group Midwest, New York and Northeast Division

    Matthew Morris is the Midwest Division Head of the Portfolio Advisory Group (PAG), leading a regional team of experienced investment professionals dedicated to providing asset allocation, portfolio construction, and investment management guidance and education to UBS' Ultra High Net Worth clients. Matthew and his team specialize in developing multi-asset, customized investment strategies and portfolios for sophisticated individuals, families, and institutions.
  • Andre Valmore

    Director

    Global Banking - Americas Private Markets

  • Christiaan van Driel

    Christiaan van Driel

    Director

    Client Solutions Specialist, Family Office Solutions

    Professional history
    Christiaan is a Director and Client Solutions Specialist in the Family Office Solutions team, established to holistically serve $100 million+ net worth families and family offices, in partnership with Private Wealth Advisors.

    Christiaan has been advising UHNW clients and their family offices, their businesses, and charitable foundations for over 15 years. He has worked 5 years in Investment Banking, 10 years in Private Wealth Management, and has resp. advised on over $10bln of corporate transaction value, and on over $25bln of client assets. Christiaan joined UBS in 2015 and he has worked since then in Amsterdam, Milan, Paris, Zurich, and New York.

    Publications

    UBS Global Family Office Report 2024, one of our most-read publications with insights from 320 institutional single family offices, ranging from asset allocation, portfolio diversification, and alternative investments, to family office professionalization, costs, risks, staffing, and governance.

    Education
    Christiaan holds a dual Bachelor’s degree in Economics and Business Economics, and a Master’s degree in Financial Economics from the Erasmus University Rotterdam, as well as executive degrees in Leadership and Organizational Agility from Harvard University, his Series 7 and Series 66 licenses, and banking licenses in 15 European jurisdictions.

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