Experience

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

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.

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.

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.

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

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.