Experienced planning for your foundation and endowment

• FL
• GA
• MA
• NY
• OH
• SC
• TN
• TX
• VA

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 nonqualified defined compensation plans.  His institutional clients include pension plans, foundations, endowments and corporate benefit plans.

Scott holds the following securities licenses: Series 7, 63 and 65 and the following insurance licenses: Life, Health, Long Term Care, Variable Life and Variable Annuity.

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 AnalystSM (CIMA®), and attended the IMCA, CIMA program at the University of Pennsylvania, Wharton School.

• Barron's Top 100 Institutional Consultants, 2021, 2023The 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. 

• Institutional Consultant, UBS Institutional Consulting Program
• Senior Institutional Consultant, UBS Institutional Consulting Program
• Certified Investment Management Analyst®

• FL
• GA
• MD
• MN
• NY
• OH
• SC
• TN
• TX
• VA

Ray has more than 19 years of experience, and focuses on the development and execution of customized investment strategies and solutions, for individual and institutional clients.  He has extensive experience specializing in investment policy statements, asset allocation, investment manager and mutual fund evaluation and portfolio analysis and nonqualified defined compensation plans.  His institutional clients include pension plans, foundations, endowments and corporate benefit plans.

Ray holds the following securities licenses: Series 7, 63 and 65 and the following insurance licenses: Life, Health, Long Term Care, Variable Life and Variable Annuity.

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 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

• FL
• GA
• MA
• NY
• OH
• SC
• TN
• TX

Ferber brings 48 years of experience working with institutions, specializing in investment policy statements, asset allocation, investment manager and mutual fund evaluations, and portfolio analysis and review. He spent his career at Deutsche Bank Alex. Brown focusing on Institutional Consulting and its related programs. Ferber’s strategy is to establish, execute and maintain a long-term investment plan tailored to each client’s needs. Ferber is a 1964 graduate of the University of Georgia where he earned a B.A. in economics.

• Senior Institutional Consultant, UBS Institutional Consulting Program

• FL
• GA
• MD
• NY
• SC
• TN
• TX
• VA

Cathy has more than 31 years of experience in the financial services industry.

Cathy is a 1981 graduate of the University of North Alabama where she earned a B.S. in marketing.

Cathy holds the following securities licenses:

Series 7, 8, 24, 63 and 66.

• FL
• GA
• MA
• MD
• NY
• SC
• TN
• TX
• VA

Kim has over 31 years of experience in the financial services industry.  Working with securities firms including Prudential Securities, Deutsche Bank and Morgan Keegan before joining UBS.

Kim holds the following securities licenses:

Series 7, 63 and 66.