Insight, perspective and confidence

Guiding institutional investors and private clients toward financial success

Menlo Park Team photo

For over 25 years, UBS Institutional Consulting Team in Menlo Park has been providing trusted advice to the investment committees and governing bodies of diverse not-for-profit organizations, retirement plans and individual investors. Our team understands the unique issues they face and we take a comprehensive approach to helping clients—hospitals and healthcare entities, faith-based organizations, foundations and endowments, as well as retirement plans—efficiently meet their fiduciary responsibilities and investment goals. They value our planning process, experience, investment approach and commitment to their long-term financial success.

Accessing the deep global resources of UBS, one of the world’s preeminent wealth management firms, our team is also well-positioned to provide the insight and solutions our clients require to address their needs and pursue their organization’s goals. Our philosophy is straightforward: to deliver customized, proactive consulting advice on a continuous basis—with outstanding dedication to client service. This enables our clients to make more informed decisions about assets under their stewardship.

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Not-for-profit consulting services

Not-for-profit consulting services

Retirement plan advisory services

Retirement plan advisory services

Private client services

Private client services

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.

  • Kathleen-Snodgrass

    Kathleen "Katie" Snodgrass, CIMA

    Senior Vice President–Investments

    Financial Advisor

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    • AZ
    • CA
    • CO
    • DC
    • FL
    • ID
    • MD
    • MI
    • NC
    • NV
    • OR
    • VA
    • WA
    • WI
    • WY
    • Senior Institutional Consultant
    • Institutional Consulting team since 1991
    • BA—Psychology (Business minor), UCLA
    • MBA—Finance, Santa Clara University
    • CIMA®, Wharton School of Finance
    • Investment Committee Member – Mercy Investment Services, Hanna Boys Center, Avenidas, St. Mark's Endowment
    • Barron's Top 1,000 Financial Advisors, 2010, 2011The 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 100 Women Advisors, 2009, 2010The Barron's rating is awarded annually in June and is based on information from the Q1 of the award year.
    • Forbes America’s Top Women Wealth AdvisorsThe Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
    • Forbes Best-in-State Wealth Advisors, 2022The 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 Best-in-State Women Wealth Advisors, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

    • Santa Clara University, M.B.A. Finance
    • University of California Los Angeles, B.A. Psychology; minor Business
      64 Willow Place
      Suite 200
      Menlo Park, CA 94025
    • Michael-Scandalios

      Michael "Mike" Scandalios, CIMA

      Senior Vice President–Investments

      Financial Advisor

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      • AZ
      • CA
      • CO
      • FL
      • ID
      • IN
      • MI
      • OR
      • VA
      • WA
      • WI
      • WY
      • Senior Institutional Consultant
      • Institutional Consulting team since 2002
      • Institutional investment experience—over 25 years
      • BA—Political Science (Int'l Relations), UCLA
      • MBA—Finance and Accounting, University of Chicago
      • CIMA®, Wharton School of Finance
      • 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. 

      • University of Chicago, M.B.A. Finance and Accounting
      • University of California Los Angeles, B.A. Political Science, International Relations
        64 Willow Place
        Suite 200
        Menlo Park, CA 94025
      • Christopher-Burke

        Christopher "Chris" Burke, CFA

        Account Vice President

        Financial Advisor

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        • AZ
        • CA
        • CO
        • FL
        • ID
        • MI
        • OR
        • VA
        • WA
        • WI
        • WY
        • Joined UBS in 2017
        • Seven years investment experience
        • BA - Business (Economics minor), California Polytechnic San Luis Obispo
        • Chartered Financial Analyst
        • Board Member and Investment Committee Chair - Life Services Alternatives

          • California Polytechnic University, San Luis Obispo, B.A. Business; minor Economics
            64 Willow Place
            Suite 200
            Menlo Park, CA 94025
          • Helene-Butler

            Helene M. Butler, CFA

            Investment Associate

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            • AZ
            • CA
            • CO
            • DC
            • FL
            • HI
            • ID
            • IN
            • MD
            • MI
            • NC
            • NV
            • OR
            • UT
            • VA
            • WA
            • WI
            • WY
            • Chartered Financial Analyst (CFA)
            • Institutional Consulting team since 1990
            • BA—Economics and Asian Studies(Cum Laude), Wheaton College
            • Chair, Board of Directors, Channing House

              • Wheaton College, B.A. Economics and Asian Studies, Cum Laude
                64 Willow Place
                Suite 200
                Menlo Park, CA 94025
              • Kateri-Dodd

                Kateri C. Dodd

                Wealth Management Associate

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                • AZ
                • CA
                • CO
                • DC
                • FL
                • HI
                • ID
                • IN
                • KY
                • MD
                • MI
                • MO
                • NC
                • NV
                • NY
                • OR
                • VA
                • WA
                • WI
                • WY
                • Institutional Consulting team since 2014
                • B.B.A.—Bachelor of Business Administration in Economics and Marketing, University of North Florida

                  • University of North Florida, B.B.A. Economics and Marketing
                    225 108th Avenue NE
                    Suite 800
                    Bellevue, WA 98004

                  Backed by the strength of UBS

                  A global leader in wealth management

                  $2.8 trillion

                  In invested assets globally 
                  As of 06/30/2022

                  51 countries

                  Our global footprint

                  Global leader

                  UBS is a world-leading wealth manager

                  Insights

                  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.