Experienced planning for your foundation and endowment

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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.

  • Scott Carlton Olsen

    Scott Carlton Olsen, CIMA

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • FL
    • GA
    • MA
    • MN
    • NC
    • NY
    • PA
    • 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, 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. 

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

      Raymond Vuicich Jr.

      Senior Vice President–Wealth Management

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      • AL
      • FL
      • GA
      • MA
      • MN
      • NC
      • NY
      • 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
        3560 Lenox Rd NE
        28th Floor
        Atlanta, GA 30326
      • Lawrence Buckley Photo

        Lawrence Ferber Buckley

        Senior Vice President–Wealth Management

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        • AL
        • FL
        • GA
        • MA
        • NY
        • 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
          3560 Lenox Rd NE
          28th Floor
          Atlanta, GA 30326
        • Cathy Williams Photo

          Cathy Lynn Williams

          Senior Client Associate

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          • AL
          • FL
          • GA
          • MN
          • NC
          • 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.

                3560 Lenox Road NE
                28th Floor
                Atlanta, GA 30326
              • Kimberly Lynn Templin Photo

                Kimberly Lynn Templin

                Team Administrator

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                • AL
                • FL
                • GA
                • MA
                • MN
                • NC
                • 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.

                      3560 Lenox Rd NE
                      28th Floor
                      Atlanta, GA 30326

                    The Year Ahead - Sustainable Investing

                    Retirement planning

                    Retirement planning

                    Multigenerational planning

                    Multigenerational planning

                    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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                    As of 06/30/2022

                    51 countries

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