Biography
Rod is the Complex Director of UBS Private Wealth Management in Chicago, IL. In addition to his management role, Rod continues to serve as a Private Wealth Advisor for a select group of individuals and families with sophisticated financial needs.
Prior to joining UBS, Rod was a Vice President at Goldman Sachs & Co. At Goldman, he served as a strategic investment advisor for over half a billion dollars of client assets. As chief investment officer to CEOs, families, foundations and institutions, his focus was on portfolio strategy, risk management, and alternative investment structures. He also served as Chief Operating Officer for the investment management services group in New York while at Goldman.
From 1980 until 2000, Rod served on active duty in the United States Marine Corps, and is a Top Gun graduate and a combat veteran. Rod served in positions which included Director, National Security Council; White House Fellow; Special Assistant for Foreign and Security Policy to the Chief of Staff to the President; and Senior Aide to the Chairman of the Joint Chiefs of Staff.
Rod earned his B.S. degree from the United States Naval Academy and an M.A. degree from the Catholic University of America. In addition to being recognized by Time magazine as one of "America's 50 Most Promising Leaders for the Future" in 1993, the Rockefeller Foundation included him in its first group of Next Generation Leadership (NGL) award recipients.
Rod has published pieces on international affairs and foreign policy, and authored Breaking the Cycle: A Framework for Conflict Intervention.
Rod and his wife Alexia are the parents of three boys. He also serves as trustee and advisor for several not-for-profit organizations.
