Managing Director
Private Wealth Advisor
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
Credentials and education
Life
Recognized as an industry leader:
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.
Credentials
Managing Director
Private Wealth Advisor
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
Credentials and education
Life
Recognized as an industry leader:
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.
Credentials
First Vice President–Wealth Management
Private Wealth Advisor
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
Credentials and education
Life
Credentials
First Vice President–Wealth Management
Private Wealth Advisor
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
Credentials and education
Life
Credentials
Authorized Officer
Senior Wealth Strategy Associate
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
Credentials and education
Life
Authorized Officer
Senior Wealth Strategy Associate
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
Credentials and education
Life
Client Associate
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.
Client Associate
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.
Wealth Strategy Associate
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
Credentials and education
Life
Wealth Strategy Associate
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
Credentials and education
Life
Client Associate
Client 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.
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