Insightful advice Delivered through ongoing collaboration

Kathleen M. "Katie" Snodgrass, CIMA®

Senior Vice President - Investments
Senior Institutional Consultant
Senior Retirement Plan Consultant
Certified Investment Management Analyst (CIMA®)

Visit UBS Institutional Consulting - Menlo Park Team

phone

650-289-7052



Connect with me on LinkedIn


address

64 Willow Place
Suite 200
Menlo Park, CA 94025



Your organization has many responsibilities – to shareholders, employees and their families. But today, successfully meeting those responsibilities has become more complex.

I offer guidance from an experienced and dedicated consulting team that leverages the vast resources and strong financial backing of a powerful global financial leader. Talk to me about how I can help support you in your fiduciary role.



Insights

UBS Financial Wellness Center

UBS Financial Wellness Center

UBS Retirement Plan Consulting Services

UBS Retirement Plan Consulting Services