Experience Makes all the difference

For more than 25 years, UBS Institutional Consulting in Menlo Park, CA, has provided full-service investment consulting to institutional investors and private clients. Our clients include foundations, endowments, corporations and individuals—typically with assets of $5 million to $500 million. Our commitment is to combine our collective experience, knowledge and energy with the global resources of UBS in order to provide proactive advice and customized strategies that help you pursue your long-term investment objectives.

Kathleen M. "Katie" Snodgrass, CIMA®

Senior Vice President - Investments
Senior Institutional Consultant
Senior Retirement Plan Consultant
Certified Investment Management Analyst (CIMA®)
Visit my personal page
650-289-7052

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  • Senior Institutional Consultant
  • Institutional Consulting team since 1991
  • BA—Psychology (Business minor), UCLA
  • MBA—Finance, Santa Clara University
  • CIMA®, Wharton School of Finance
  • Investment Committee Member – Mercy Investment Services, Hanna Boys Center, Avenidas, St. Mark's Endowment
  • Barron's Top 1000 Financial Advisor – 2011, 2010
  • Barron's Top 100 Women Financial Advisor – 2010, 2009


Registered States:
AZ, CA, CO, FL, HI, MD, MI, NC, NV, OR, VA, WA, WI, WY

Michael J. "Mike" Scandalios, CIMA®

Senior Vice President - Investments
Senior Institutional Consultant
Senior Retirement Plan Consultant
Certified Investment Management Analyst (CIMA®)
Visit my personal page
650-289-7048

email   Connect with me on LinkedIn



  • Senior Institutional Consultant
  • Institutional Consulting team since 2002
  • Institutional investment experience—over 25 years
  • BA—Political Science (Int'l Relations), UCLA
  • MBA—Finance and Accounting, University of Chicago
  • CIMA®, Wharton School of Finance


Registered States:
AZ, CA, CO, FL, MI, OR, VA, WA, WI, WY

Christopher "Chris" Burke, CFA

Financial Advisor
Chartered Financial Analyst®
650-289-7009

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  • Joined UBS in 2018
  • Five years investment experience
  • BA - Business (Economics minor), California Polytechnic San Luis Obispo
  • Chartered Financial Analyst


Registered States:
AZ, CA, CO, FL, MI, OR, VA, WA, WI, WY

Helene M. Butler, CFA

Investment Associate
Institutional Analyst
Chartered Financial Analyst®
650-289-7053

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  • Chartered Financial Analyst (CFA)
  • Institutional Consulting team since 1990
  • BA—Economics and Asian Studies(Cum Laude), Wheaton College
  • Chair, Board of Directors, Channing House


Registered States:
AZ, CA, CO, FL, HI, MD, MI, NC, NV, OR, UT, VA, WA, WI, WY

Kateri C. Dodd

Wealth Management Associate
650-289-7054

email



  • Institutional Consulting team since 2014
  • B.B.A.—Bachelor of Business Administration in Economics and Marketing, University of North Florida


Registered States:
AZ, CA, CO, FL, HI, KY, MD, MI, MO, NC, NV, NY, OR, VA, WA, WI, WY