Experience Makes all the difference
The UBS Institutional Consulting Group provides objective, insightful advice to help institutions of all types and sizes manage their assets. Our dedicated Consultants specialize in serving mission-based organizations, government agencies and corporations. The personal relationships we build with clients are long-term and collaborative. And our disciplined consulting process is backed by the capital strength and resources of one of the world's leading wealth management firms.
W. Earle Dodd III, CIMA®
J. Allen Wright, CIMA®
Senior Vice President - Investments
Financial Advisor
Senior Institutional Consultant
Certified Investment Management Analyst (CIMA®)
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404-760-3370
Van G. Price, CIMA®
Scott Carlton Olsen, CIMA®
Raymond Eugene Vuicich Jr., CIMA®
Kristi M. Thelen, CFP® CIMA®
First Vice President - Wealth Management
Senior Institutional Consultant
CERTIFIED FINANCIAL PLANNER™
Certified Investment Management Analyst (CIMA®)
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404-760-3050