About Roderick von Lipsey
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.
“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
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.
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
- Barron's and National Association of Board Certified Advisory Practices (NABCAP) recognition as one of the Washington, DC region's "Top Advisors"
- 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 help 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
Registered States:
CA, CT, DC, DE, FL, IL, KY, MA, MD, MT, NC, NJ, NY, PA, SC, SD, TN, TX, VA, WA