Let's move forward. Together.

Our team, which has over 50 years of investment experience, provides proactive investment advice. Having experienced a variety of market conditions through the 70's, 80's, 90's, and 2000's has allowed us to provide a disciplined process that takes into consideration numerous market cycles and conditions that most of our clients and competitors have never experienced. We pride ourselves in providing creative solutions to complex situations which results in cost effective asset management. To ensure our client focused service model we treat every client as our top priority.

W. Earle Dodd, CIMA®

Managing Director–Wealth Management

Senior Institutional Consultant, UBS Institutional Consulting Program

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.

Registered States:
  • FL
  • GA
  • MA
  • MI
  • NC
  • NY
  • TN
  • VA
  • WI
  • WV

Recognized as an industry leader:

  • 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. 

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Credentials

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

Email Me

earle.dodd@ubs.com
W. Earle Dodd, CIMA®
3560 Lenox Rd NE,Atlanta,GA,30326

W. Austin Dodd, CIMA, CRPS, AWMA, CSRIC®

Senior Vice President–Wealth Management

Senior Institutional Consultant, UBS Institutional Consulting Program

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.

Registered States:
  • FL
  • GA
  • MA
  • MI
  • NC
  • NY
  • PR
  • TN
  • VA
  • WI
  • WV

Recognized as an industry leader:

  • 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. 

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Credentials

  • Senior 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

Email Me

william.a.dodd@ubs.com
W. Austin Dodd, CIMA, CRPS, AWMA, CSRIC®
3560 Lenox Road NE,Atlanta,GA,30326

Natalia Eduardovna Abbott

Senior Registered Client Associate

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.

Registered States:
  • FL
  • GA
  • MA
  • MI
  • NC
  • NY
  • PR
  • TN
  • VA
  • WI
  • WV
3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

Email Me

natalia.abbott@ubs.com
Natalia Eduardovna Abbott
3560 Lenox Rd NE,Atlanta,GA,30326

Ryan Cox, CIMA®

Senior Wealth Strategy Associate

Certified Investment Management Analyst®

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.

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

Education

  • University of Georgia, BS in Finance

Credentials

  • Certified Investment Management Analyst®
3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

Email Me

ryan.cox@ubs.com
Ryan Cox, CIMA®
3560 Lenox Rd NE,Atlanta,GA,30326

Hampton Clark, CFA®, CAIA®

Senior Wealth Strategy Associate

Chartered Financial Analyst®

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.

Registered States:
  • 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

Education

  • University of Georgia, BBA in Finance

Credentials

  • Chartered Financial Analyst®
  • Chartered Alternative Investment Analyst®
3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

Email Me

hampton.clark@ubs.com
Hampton Clark, CFA®, CAIA®
3560 Lenox Rd NE,Atlanta,GA,30326

Carrie Capitani Pope

Client Associate

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.

3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

Email Me

carrie.pope@ubs.com
Carrie Capitani Pope
3560 Lenox Rd NE,Atlanta,GA,30326

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