Rod is a Managing Director at UBS Financial Services, Inc, where he is the senior member of the Private Wealth Management practice in Washington, DC. At UBS he has held key leadership positions, most recently as the Midwest Complex Director for the firm’s Private Wealth Management business, headquartered in Chicago. IL. Prior to UBS, Rod was a Vice President at Goldman, Sachs & Co.
His career in finance began after serving 20 years on active duty in the U.S. Marine Corps. A “Top Gun” grad, former Marine fighter pilot, and combat veteran, Rod also served, during his military career, as Director, National Security Council; Council on Foreign Relations International Affairs Fellow; White House Fellow and 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 holds numerous securities industry registrations and has served as trustee and advisor for several domestic and international not-for-profit organizations. In 2011, Rod was selected by the National Association of Board Certified Advisory Practices (NABCAP) as one of the Washington, DC region’s “Top Advisors” for excellence in serving the needs of the investing public. In that same year and subsequently he has been recognized by Barron’s as one of America’s Top 1000 Financial Advisors and ranked among the top 10 advisors in Washington, DC.
Rod and his wife Alexia reside in the Massachusetts Avenue Heights area of Washington, DC and are the proud parents of three boys, all of whom attend Washington International School (WIS).