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Professional guidance that helps inspire confidence

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Your organization has many responsibilities—to shareholders, employees and their families. Today, successfully meeting those responsibilities has become more complex.

We 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 us about how we can help support you in your fiduciary role.

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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.

  • J. Allen Wright

    J. Allen Wright, CIMA®

    Senior Vice President–Investments

    Financial Advisor

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    • WI

    J. Allen Wright is a UBS Institutional Consultant who has been with UBS since 1983. Allen personally serves as a trustee on over $1 billion in plan assets and, in this capacity, has faced the identical challenges as you in the selection of an Investment Consulting firm. As Chairman of the Investment Committee for two university foundations, Allen managed the Investment Consultant search process for both institutions. The dual perspective on the Institutional Consultant search, as a Consultant and a trustee, gives him an even deeper understanding of the long term issues you face and exposure to a very wide range of "best in practice" strategies. Allen received a B.S. from the University of South Carolina and an MBA from the University of Georgia. Allen is an IMCA Certified Investment Management Analyst through the Wharton School and is a member of the Investment Management Consultants Association as well as the Southern Employee Benefits Conference. In addition, Allen serves on the Boards of the University of South Carolina Educational Foundation and the Covenant College Foundation.

    • Barron's Top 1,000 Financial Advisors, 2010, 2011, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Barron's Top 100 Institutional Consultants, 2021The Barron's rating is awarded annually in April and is based on information from the prior year Q4. 
    • Barron's Top 50 Institutional Consultants, 2018, 2019, 2020The Barron's rating is awarded annually in April and is based on information from the prior year Q4. 

      • Certified Investment Management Analyst®
      • Senior Institutional Consultant, UBS Institutional Consulting Program
      3560 Lenox Rd NE
      28th Floor
      Atlanta, GA 30326
    • Van G. Price

      Van G. Price, CIMA®

      Managing Director–Wealth Management

      Financial Advisor

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      • AL
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      • CA
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      • DE
      • FL
      • GA
      • IL
      • IN
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      • LA
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      • MI
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      • NC
      • NJ
      • NV
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      • Barron's Top 1,200 Financial Advisors, 2018, 2019, 2020, 2021
        The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
      • Barron's Top 100 Institutional Consultants, 2021The Barron's rating is awarded annually in April and is based on information from the prior year Q4. 
      • Barron's Top 50 Institutional Consultants, 2020The Barron's rating is awarded annually in April and is based on information from the prior year Q4. 
      • Forbes BIS Teams, 2023

        • Certified Investment Management Analyst®
        • Senior Institutional Consultant, UBS Institutional Consulting Program
        • Senior Portfolio Manager
        3280 Peachtree Road NE
        21st floor
        Atlanta, GA 30305
      • Scott Olsen

        Scott Carlton Olsen, CIMA®

        Senior Vice President–Wealth Management

        Financial Advisor

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        Scott has more than 24 years of experience and focuses on the development and execution of customized investment strategies and solutions, for both individual and institutional clients. He has extensive experience specializing in developing investment policy statements, asset allocation modeling, investment manager and mutual fund evaluations, portfolio analysis, executive life and disability, and non-qualified defined compensation plans. His institutional clients include pension plans, foundations, endowments and corporate benefit plans.

        Scott is a 1985 graduate of the United States Naval Academy where he earned his B.S. in applied business management. He earned an M.B.A. in 1992 from Averett University of Virginia. Scott is a member of the Investment Management Consultants Association. Scott received the designation of Certified Investment Management Analyst (CIMA®), and attended the IMCA, CIMA program at the University of Pennsylvania, Wharton School.

        • Barron's Top 100 Institutional Consultants, 2021The Barron's rating is awarded annually in April and is based on information from the prior year Q4. 
        • Barron's Top 50 Institutional Consultants, 2020The Barron's rating is awarded annually in April and is based on information from the prior year Q4. 

          • Certified Investment Management Analyst®
          • Institutional Consultant, UBS Institutional Consulting Program
          • Senior Institutional Consultant, UBS Institutional Consulting Program
          3560 Lenox Rd NE
          28th Floor
          Atlanta, GA 30326
        • Raymond

          Raymond Eugene Vuicich Jr., CIMA®

          Senior Vice President–Wealth Management

          Financial Advisor

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          Ray has more than 18 years of experience and focuses on the development and execution of customized investment strategies and solutions, regardless of complexity. He has extensive experience specializing in investment policy statements, asset allocation, investment manager and mutual fund evaluations and portfolio evaluation, review and non-qualified defined compensation plans. His clients include pension plans, foundations, endowments and corporate benefit plans.

          Ray is a 1989 graduate of the United States Naval Academy where he earned his B.S. in mathematics. He earned his M.B.A. in 1994 from the University of San Francisco. Ray is a member of the Investment Management Consultants Association (IMCA). Ray has received the designation of Certified Investment Management AnalystSM (CIMA®), and attended the IMCA, CIMA program at the University of Pennsylvania, Wharton School.

          • Barron's Top 100 Institutional Consultants, 2021, 2022The Barron's rating is awarded annually in April and is based on information from the prior year Q4. 
          • Barron's Top 50 Institutional Consultants, 2018, 2019, 2020The Barron's rating is awarded annually in April and is based on information from the prior year Q4. 

            • Certified Investment Management Analyst®
            • Institutional Consultant, UBS Institutional Consulting Program
            • Senior Institutional Consultant, UBS Institutional Consulting Program
            3455 Peachtree Road NE
            Suite 1700
            Atlanta, GA 30326
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            William Austin Dodd, CIMA®, CRPS®, AWMA®, CSRIC®

            Financial Advisor

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            Austin joined UBS in 2009, and focuses on all aspects of Institutional Consulting including asset allocation, performance reporting, Investment Policy assistance, pension de-risking analysis and implementation, and investment manager search.

            Austin is an active alumnus and received a Bachelor of Science Degree in Business Administration from Elon University. He has been awarded the Chartered Retirement Plans SpecialistSM designation, representing knowledge of plan design, fiduciary liabilities, investment prudence, administration provider evaluation, and plan cost analysis. Additionally, he has been awarded the Accredited Wealth Management AdvisorSM designation. This designation represents knowledge of asset management, allocation and selection; investment performance and strategies; and taxation issues pertaining to investments for a broad range of investors, including small businesses and deferred compensation plans. Austin is a member of the Investment Management Consultants Association (IMCA). He has received the designation of Certified Investment Management AnalystSM (CIMA®), and attended the IMCA, CIMA program at the University of Pennsylvania, Wharton School.

            • Barron's Top 100 Institutional Consultants, 2021The Barron's rating is awarded annually in April and is based on information from the prior year Q4. 

              • Accredited Wealth Management Advisor℠
              • Certified Investment Management Analyst®
              • Chartered Retirement Plans Specialist℠
              3560 Lenox Road NE
              28th Floor
              Atlanta, GA 30326
            • Ryan

              Ryan C. Cox

              Senior Wealth Strategy Associate

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              Ryan graduated from the University of Georgia in 2013 with a degree in Finance from the Terry College of Business. He joined UBS in 2017 and holds his Series 7 license. Prior to joining UBS, Ryan worked for an institutional consulting firm primarily focused on defined contribution investing strategy. As a member of the Wright/Dodd Consulting Group, Ryan focuses on investment research and reporting. Outside of work, Ryan is an active UGA alumni, enjoys traveling, and spending time with his wife, family and friends

               

                    3560 Lenox Rd NE
                    28th Floor
                    Atlanta, GA 30326

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                  Legacy—Wealth for others

                  For needs that go beyond your own—to help you improve the lives of others

                  What will your legacy be?
                  It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                  Learn more at ubs.com/wealthway.

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