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.

vL team photo

7 person

seasoned team

$1.45 bln+

Assets under management

>20

appearances in the media


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 single touchpoint for all your financial needs

A foundation for success

dandelion

A foundation for success

Your family’s values and legacy

family legacy

Your family’s values and legacy

Smart planning for executives

smart planning

Smart planning for executives

dandelion

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

family 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.

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smart planning

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.

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building

Institutional-level advice

Our team has guided successful individuals, families, corporations and not-for-profit organizations in making the best financial decisions in every type of market environment. 

Our clients have benefitted from both our strategic understanding of complex wealth, as well as the deep problem-solving expertise we bring to families, foundations, associations and endowments throughout the country. 

As Private Wealth Advisors and Institutional Consultants, our experience and training provide an ongoing source of insight and collaboration.

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Strategic investment management

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Sophisticated portfolio management

mountains

Aligning your investments and purpose

Trends and insights

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.

  • Rod von Lipsey

    Roderick von Lipsey

    Managing Director

    Private Wealth Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • IL
    • KY
    • MA
    • MD
    • MT
    • NC
    • NJ
    • 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, The von Lipsey Team.

    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

    • 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 elementary school boys (International School community)
    • He is an avid skier
    • Barron's Top 1,200 Financial Advisors, 2023
      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, 2022The 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
      1501 K Street North West
      Suite 1100
      Washington, D.C., DC 20005
    • Brett Goldstein

      Brett Goldstein

      Vice President–Wealth Management

      Private Wealth Advisor

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      • AZ
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      • DC
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      • FL
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      • KY
      • MA
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      • ME
      • NJ
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      • OH
      • PA
      • SD
      • TN
      • VA

      Beyond investment management

      While Brett brings extensive capital markets and business development experience to The von Lipsey team, 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
      • 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 a member of the Syracuse University Washington D.C. Regional Council
      • 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
          1501 K Street North West
          Suite 1100
          Washington, D.C., DC 20005
        • Mark Standard photo

          Mark Standard

          Executive Director

          Financial Advisor

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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

            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

                1501 K Street North West
                Suite 1100
                Washington, D.C., DC 20005
              • Thomas Hulse

                Thomas Hulse

                Authorized Officer

                Senior Wealth Strategy Associate

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                • AZ
                • CA
                • CT
                • DC
                • DE
                • FL
                • IL
                • KY
                • MA
                • MD
                • MT
                • NJ
                • NY
                • PA
                • SD
                • TN
                • VA

                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 The von Lipsey Team.

                 “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

                      1501 K Street North West
                      Suite 1100
                      Washington, D.C., DC 20005
                    • Rachel Dudash

                      Rachel Ann Dudash

                      Client Associate

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                        Rachel is the team's Client Service Associate.  She supports the processes of onboarding, administration and maintenance of client accounts and third-party managed account strategies.  In addition to providing quality assurance for investment performance and data reporting, Rachel helps our clients experience a seamless transition to UBS and our team.

                        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

                              1501 K Street North West
                              Suite 1100
                              Washington, D.C., DC 20005
                            • A Harris

                              Alexandra Harris

                              Client Associate

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                              • AZ
                              • CA
                              • CT
                              • DC
                              • DE
                              • FL
                              • IL
                              • KY
                              • MA
                              • MD
                              • MT
                              • NC
                              • NJ
                              • NY
                              • PA
                              • SC
                              • SD
                              • TN
                              • TX
                              • VA
                              • WA
                              • WV

                                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

                                    1501 K Street North West
                                    Suite 1100
                                    Washington, D.C., DC 20005
                                  • Krishna Gall

                                    Krishna Gall

                                    Wealth Strategy Associate

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                                    • AZ
                                    • CA
                                    • CO
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                                    • DC
                                    • DE
                                    • FL
                                    • 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

                                    • Series 7, 63 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
                                    • 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

                                          1501 K Street North West
                                          Suite 1100
                                          Washington, D.C., DC 20005
                                        Man looking in VR headset

                                        Making sense of significant wealth

                                        We can help you plan for it.

                                        When you have created or inherited significant wealth, you have opportunities to pursue bold and meaningful undertakings. How do you make decisions that will guide you successfully forward, no matter what your goal?

                                        We believe it’s all about connection. That’s why we are prepared to take that journey with you today, tomorrow, every step of the way.

                                        Backed by the strength of UBS

                                        A global leader in wealth management

                                        $5+ trillion

                                        In invested assets globally 
                                        As of 11/07/2023

                                        51 countries

                                        Our global footprint

                                        Global leader

                                        UBS is a world-leading wealth manager

                                        Insights