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

Austin joined UBS in 2005, 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 1,500 Financial Advisors, 2026The Barron's rating is awarded annually in March 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 Best-in-State Wealth Advisors, 2026The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior 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

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• NC
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• PA
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• WV

Natalia has 21 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
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• 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. Since joining UBS in 2017, he has provided high-quality analytical and operational support to help corporations, non-profits and families achieve their financial objectives. Ryan’s primary responsibilities include investment policy best practices, asset allocation and investment selection recommendations, portfolio analysis and performance reporting for respective retirement plans, operating reserves, foundation and endowments and trust assets.

Ryan is a graduate of the University of Georgia’s Terry College of Business where he specialized in Finance. He holds series 7 and 66 licenses, is a Certified Investment Management Analyst (CIMA®) and Chartered Advisor in Philanthropy (CAP®)

Ryan lives in Atlanta with his wife Kristin and daughter Florence. Outside of work, he is an avid golfer and home-cook enthusiast. Ryan is passionate about impacting the lives of children and supports NW Atlanta Young Life.

• University of Georgia, BS in Finance

• Certified Investment Management Analyst
• Chartered Advisor in Philanthropy

• 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 began her career with PaineWebber/UBS in 1994 in the San Francisco Bay area and relocated to Atlanta in 1996 to join the UBS Institutional Consulting Group.  Since then, she has built experience supporting institutional and high-net-worth clients.  She works closely with financial advisors and clients to deliver operational, client service, and relationship support across a range of complex portfolios, including trusts, endowments, foundations, pension plans, and corporate retirement plans. Supporting the team with investment policy implementation, asset allocation execution, and performance monitoring, all aimed at helping clients achieve their long-term financial goals through efficient, well-coordinated service. Carrie earned a Bachelor of Science in Business Administration from California State University, Chico.  She resides in Roswell, Georgia with her husband and their sons.  She is passionate about supporting organizations focused on childhood cancer—a cause that holds deep personal significance—and is committed to helping improve the lives of children and families impacted by it.