The Catanella Group is a member of UBS Institutional Consulting. UBS Institutional Consulting and its Institutional Consultants have been serving the investment consulting needs of institutional investors since 1984. We combine advantages of an attentive "boutique" structure with the vast resources of a leading global financial firm. Our institutional clients include privately and publicly owned corporations, hospitals, medical groups and not-for-profits in the areas of 401(k), 403(b), Pension Plans and Deferred Compensation Plans.
Kenneth G. Catanella, CIMA®
Ken is a Managing Director - Wealth Management with UBS Financial Services, Inc. and a member of UBS Institutional Consulting Group in Philadelphia. Mr. Catanella holds an undergraduate degree from Butler University. Mr. Catanella, a Certified Investment Management Analyst (CIMA®), has over 30 years of investment experience. He has qualified as a member of the firm's Chairman's Club for over 20 years, the firms most recognized group of senior advisors at UBS with assets over $3.7 billion dollars.
AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, MD, MI, MN, NC, NH, NJ, NV, NY, OH, OR, PA, RI, TX, VA
Brian A. Catanella, CIMA®
Brian is a member of the Catanella Institutional Consulting Group. Brian first graduated from Phillips Academy Andover prior to receiving a Bachelor of Arts degree in Political Science from Williams College. He received the Certified Investment Management Analyst (CIMA®) designation after completing the program at the University of Pennsylvania's Wharton School of Business. Prior to joining the firm, Brian was Vice President at a Capital Management firm based in New York, in charge of the Florida territory.
CA, DC, DE, FL, GA, IL, KY, MI, MN, NC, NJ, NV, NY, OH, OR, PA
Stephanie is an Institutional Analyst with UBS Financial Services, Inc and has been with the Catanella's Institutional Consulting Group since 1998. Stephanie has a Bachelors degree from Hawaii Pacific University where she majored in Finance with a minor in Travel Industry Management. Stephanie received the Certified Investment Management Analyst (CIMA®) designation after completing the program at the University of Pennsylvania's Wharton School of Business and also a member of the Investment Management Consulting Association (IMCA).
NJ, NY, PA
Lucy provides operational and administrative support for the Catanella Institutional Consulting group. She handles fundamental client support in all phases of operational service and account maintenance. For over 35 years she has facilitated communication between clients and the group, maintains management systems with up to date client information, organizes logistics for team marketing events, maintain marketing materials and effectively supports the complex schedules of the Advisors. Lucy has a Series 7 & 63 licenses. She resides in the Fox Chase area of Philadelphia with her husband Frank.
NJ, NY, PA