The retirement you've earned

It all begins with a plan

The Catanella Institutional Consulting Team

As Institutional Consultants, we take the time to fully understand your organization, leadership, employees and culture. With our comprehensive platform of industry-leading corporate services and solutions, we provide a proven process that can help deliver a customized benefits plan. Talk to us about how our experience, resources and industry longevity can contribute to your company’s success today and in the future.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Kenneth Catanella Profile Photo

    Kenneth Catanella, CIMA

    Managing Director–Wealth Management

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IA
    • IL
    • IN
    • KS
    • KY
    • MD
    • MI
    • MN
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OH
    • OR
    • PA
    • RI
    • TX
    • VA

    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. 

    • PLANADVISER Top Retirement Plan Advisers, 2014, 2017, 2018, 2019, 2020, 2021, 2022The PLANADVISOR rating is awarded in Q1 based on information from January of the award year.

    • Butler University
    • Certified Investment Management Analyst®
    • Senior Institutional Consultant, UBS Institutional Consulting Program
    • Senior Retirement Plan Consultant
    1735 Market Street
    Mellon Bank Center
    Philadelphia, PA 19103
  • Brian Catanella Profile Photo

    Brian Catanella, CIMA

    Senior Vice President–Wealth Management

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    • CA
    • DC
    • DE
    • FL
    • GA
    • IA
    • IL
    • KY
    • MI
    • MN
    • NC
    • NJ
    • NV
    • NY
    • OH
    • OR
    • PA
    • TX

    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.

    • NAPA Top 100 Retirement Plan Advisors Under 40, 2018, 2019The NAPA rating is awarded annually in October based on information from June to August of the award year.
    • PLANADVISER Top Retirement Plan Advisers, 2017, 2018, 2019, 2020, 2021, 2022The PLANADVISOR rating is awarded in Q1 based on information from January of the award year.

    • Phillips Academy Andover
    • Williams College, Bachelor of Arts degree in Political Science
    • Certified Investment Management Analyst®
    • Senior Institutional Consultant, UBS Institutional Consulting Program
    • Senior Retirement Plan Consultant
    1735 Market Street
    Mellon Bank Center
    Philadelphia, PA 19103
  • Stephanie Cohan Profile Photo

    Stephanie Cohan, CIMA

    Investment Associate

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    • NC
    • NJ
    • NY
    • 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).

      • Hawaii Pacific University, Finance
      • Certified Investment Management Analyst®
      1735 Market Street
      Mellon Bank Center
      Philadelphia, PA 19103
    • Lucy Ruhl Profile Photo

      Lucy Ruhl

      Senior Client Associate

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      • 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.

            1337 Tilton Road
            Northfield, NJ 08225
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          Sustainability matters

          Seek returns and drive change through sustainable investing

          Your values define you. But do your investments reflect who you are? As a global leader in sustainable investing, we can help your portfolio align with your principles, while seeking returns.

          Backed by the strength of UBS

          A global leader in wealth management

          $2.8 trillion

          In invested assets globally 
          As of 06/30/2022

          51 countries

          Our global footprint

          Financial strength

          Driving confidence.
          Aa3 (stable) Moody’s
          A+ (stable) Standard & Poor’s

          UBS AG, long-term senior secured debt rating. As of 11/23/2021

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