Professional consulting for institutions

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Mr. Dodd is a Senior Institutional Consultant with UBS Institutional Consulting (formerly known as the PRIME Asset Consulting Group). He has been with the firm since 1977. Mr. Dodd is currently and has been a member of the Institutional Consulting Advisory Council since its inception. Mr. Dodd is a NASD Arbitrator and has been utilized as an expert witness for Security Litigation cases. Mr. Dodd received a B.A. in 1974 and an M.B.A. in 1977 from Emory University and is a Certified Investment Management Analyst.

• Barron's Top 1,000 Financial Advisors, 2009, 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, 2021, 2022, 2024
  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, 2021, 2022, 2023, 2024, 2025The 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. 

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

• FL
• GA
• IN
• MA
• MI
• NC
• NY
• PR
• TN
• VA
• WI
• WV

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. These activities apply to defined contribution plans, defined benefit plans, foundations, endowments, as well as other pools of assets.

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 Analyst.

• Barron's Top 1,200 Financial Advisors, 2025
  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, 2021, 2022, 2023, 2024, 2025The Barron's rating is awarded annually in April and is based on information from the prior year Q4. 
• Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2025The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
• Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2025The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.

• Senior Institutional Consultant, UBS Institutional Consulting Program
• Accredited Wealth Management Advisor
• Certified Investment Management Analyst
• Chartered Retirement Plans Specialist
• Chartered SRI Counselor

• FL
• GA
• MA
• MI
• NC
• NY
• PA
• PR
• TN
• VA
• WV

Natalia has 19 years of experience in the financial services industry. She joined the Dodd Consulting Team as a Senior Registered Client Service Associate in 2016. Prior to UBS Natalia worked at Wachovia Securities and E*TRADE Financial. She is a graduate of the Appalachian State University in North Carolina where she earned her MBA degree.

• AL
• CA
• DC
• FL
• GA
• IL
• KY
• LA
• MA
• MD
• MI
• MN
• MS
• MT
• NC
• NJ
• NM
• NY
• OH
• PA
• PR
• SC
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• TX
• VA
• VT
• WA
• WI

Ryan is an Institutional Analyst and Senior Wealth Strategy Associate who joined UBS in 2017. Splitting his time between Institutional Consulting and Wealth Management, Ryan specializes in all aspects of portfolio management: development of an investment policy statement (IPS), asset allocation strategy based on client risk-tolerance, investment manager analysis and selection, portfolio construction, portfolio rebalancing, and ongoing portfolio monitoring.

Ryan graduated from the University of Georgia in 2013 and is an active alumni. After receiving his Bachelors of Science in Finance he pursued a career in the investment industry. Prior to joining UBS he worked as a senior investment associate focused on investment selection, menu construction and monitoring at CAPTRUST Financial Advisors. His primary focus was growing the discretionary 3(38) fiduciary investment program and leading the firms efforts in due diligence of target-date-fund families during his tenure. He holds series 7 and 66 licenses and the Certified Investment Management Analyst® (CIMA® ®) designation.

Ryan resides in Atlanta with his wife, Kristin. He is an avid golfer and home-cook enthusiast.

• University of Georgia, BS in Finance

• Certified Investment Management Analyst

• AL
• CA
• DC
• FL
• GA
• IL
• KY
• LA
• MA
• MD
• MI
• MN
• MS
• MT
• NC
• NH
• NJ
• NM
• NY
• OH
• PA
• PR
• SC
• TN
• TX
• VA
• VT
• WA
• WI

Hampton joined UBS in 2021. He is a graduate from the University of Georgia with a BBA in Finance . Holds Chartered Financial Analyst® (CFA®) designation and Chartered Alternative Investment Analyst® (CAIA®). Previous work experience includes AIG Capital Services and BankSouth. Day to day includes performance reports, manager and investment research, and portfolio construction. Hampton helps with the daily monitoring of Institutional Accounts and Investment process and decisions. He is an avid outdoorsman, golfer, and enjoys rooting on the Georgia Bulldawgs.

• University of Georgia, BBA in Finance

• Chartered Financial Analyst
• Chartered Alternative Investment Analyst

Carrie has over 18 years of experience in the financial services industry. She began working for PaineWebber/UBS in 1994 in the Bay Area of California. She began working with the UBS Institutional Consultant Group in Atlanta, in 1996. During her time with this group she was an Investment Associate to the group’s institutional clients and high net worth individual (family) clients. She serviced pension plans, employee-sponsored retirement plans, trusts, endowments and foundations with investment policy, asset allocation, performance monitoring and all service related needs. She graduated from California State University, Chico with a degree in Business Administration. Carrie, her husband and boys reside in Roswell.