Professional consulting for institutions

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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.

  • W. Earle Dodd III Profile Photo

    W. Earle Dodd

    Managing Director–Wealth Management

    Certified Investment Management Analyst®

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    • FL
    • GA
    • KS
    • MA
    • MI
    • MO
    • NC
    • NY
    • SC
    • TN
    • VA
    • WV

    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
      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, 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
    • William Austin Dodd Profile Photo

      William Austin Dodd, CIMA, CRPS, AWMA

      Institutional Consultant, UBS Institutional Consulting Program

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      • DC
      • FL
      • GA
      • MA
      • MD
      • MI
      • MO
      • NC
      • NY
      • PA
      • TN
      • VA
      • 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 100 Institutional Consultants, 2021The Barron's rating is awarded annually in April and is based on information from the prior year Q4. 

        • Institutional Consultant, UBS Institutional Consulting Program
        • Accredited Wealth Management Advisor℠
        • Certified Investment Management Analyst®
        • Chartered Retirement Plans Specialist℠
        • Chartered SRI Counselor℠
        3560 Lenox Road NE
        28th Floor
        Atlanta, GA 30326
      • Natalia Eduardovna Abbott Profile Photo

        Natalia Eduardovna Abbott

        Senior Client Associate

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        • AL
        • CA
        • DC
        • FL
        • GA
        • IL
        • KY
        • MA
        • MD
        • MI
        • MN
        • MO
        • NC
        • NY
        • PA
        • SC
        • TN
        • TX
        • VA
        • WV

        Natalia has over 15 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.

              3560 Lenox Rd NE
              28th Floor
              Atlanta, GA 30326
            • Ryan Charles Cox Profile Photo

              Ryan Charles Cox

              Senior Wealth Strategy Associate

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              • AL
              • DC
              • FL
              • GA
              • IL
              • KY
              • MA
              • MD
              • MI
              • MN
              • NC
              • NY
              • PA
              • SC
              • TN
              • TX
              • VA
              • WI

              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 Dodd Consulting Team, 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

                  The Year Ahead - Sustainable Investing

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                  Learn more at ubs.com/wealthway.

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