UBS Institutional Consulting - Menlo Park Team
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Experience

Makes all the difference

For more than 25 years, UBS Institutional Consulting in Menlo Park, CA, has provided full-service investment consulting to institutional investors and private clients. Our clients include foundations, endowments, corporations and individuals—typically with assets of $5 million to $500 million. Our commitment is to combine our collective experience, knowledge and energy with the global resources of UBS in order to provide proactive advice and customized strategies that help you pursue your long-term investment objectives.

Kathleen "Katie" Snodgrass, CIMA

Senior Vice President–Investments

Financial Advisor

  • 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

Registered States:
  • AZ
  • CA
  • DC
  • FL
  • ID
  • MA
  • MI
  • NC
  • OH
  • OR
  • TX
  • VA
  • WA
  • WI
  • WY

Kathleen "Katie" Snodgrass, CIMA

Recognized as an industry leader:

  • 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, 2022, 2024The 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 Best-in-State Wealth Advisors, 2022, 2023, 2024The 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 Women Wealth Advisors Best-in-State, 2022, 2023, 2024The 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.

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. 

Kathleen "Katie" Snodgrass, CIMA

Education

  • Santa Clara University, M.B.A. Finance
  • University of California Los Angeles, B.A. Psychology; minor Business

Kathleen "Katie" Snodgrass, CIMA

305 Lytton Ave
Palo Alto, CA 94301

Email Me

Kathleen "Katie" Snodgrass, CIMA

Senior Vice President–Investments

Financial Advisor

  • 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

Registered States:
  • AZ
  • CA
  • DC
  • FL
  • ID
  • MA
  • MI
  • NC
  • OH
  • OR
  • TX
  • VA
  • WA
  • WI
  • WY

Recognized as an industry leader:

  • 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, 2022, 2024The 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 Best-in-State Wealth Advisors, 2022, 2023, 2024The 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 Women Wealth Advisors Best-in-State, 2022, 2023, 2024The 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.

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. 

Education

  • Santa Clara University, M.B.A. Finance
  • University of California Los Angeles, B.A. Psychology; minor Business
305 Lytton Ave
Palo Alto, CA 94301

Email Me

kathleen.snodgrass@ubs.com
Kathleen "Katie" Snodgrass, CIMA
305 Lytton Ave,Palo Alto,CA,94301

Michael "Mike" Scandalios, CIMA

Senior Vice President–Investments

Financial Advisor

  • 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

Registered States:
  • AZ
  • CA
  • CO
  • ID
  • IN
  • MI
  • OR
  • TX
  • VA
  • WA
  • WI
  • WY

Michael "Mike" Scandalios, CIMA

Recognized as an industry leader:

  • Barron's Top 100 Institutional Consultants, 2021, 2022, 2024The 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. 

Michael "Mike" Scandalios, CIMA

Education

  • University of Chicago, M.B.A. Finance and Accounting
  • University of California Los Angeles, B.A. Political Science, International Relations

Michael "Mike" Scandalios, CIMA

305 Lytton Ave
Palo Alto, CA 94301

Email Me

Michael "Mike" Scandalios, CIMA

Senior Vice President–Investments

Financial Advisor

  • 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

Registered States:
  • AZ
  • CA
  • CO
  • ID
  • IN
  • MI
  • OR
  • TX
  • VA
  • WA
  • WI
  • WY

Recognized as an industry leader:

  • Barron's Top 100 Institutional Consultants, 2021, 2022, 2024The 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. 

Education

  • University of Chicago, M.B.A. Finance and Accounting
  • University of California Los Angeles, B.A. Political Science, International Relations
305 Lytton Ave
Palo Alto, CA 94301

Email Me

mike.scandalios@ubs.com
Michael "Mike" Scandalios, CIMA
305 Lytton Ave,Palo Alto,CA,94301

Christopher "Chris" Burke, CFA

Vice President–Wealth Management

Financial Advisor

  • 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

Registered States:
  • AZ
  • CA
  • ID
  • MI
  • OR
  • TX
  • VA
  • WA
  • WI
  • WY

Christopher "Chris" Burke, CFA

Recognized as an industry leader:

  • Barron's Top 100 Institutional Consultants, 2024The 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. 

Christopher "Chris" Burke, CFA

Education

  • California Polytechnic University, San Luis Obispo, B.A. Business; minor Economics

Christopher "Chris" Burke, CFA

305 Lytton Ave
Palo Alto, CA 94301

Email Me

Christopher "Chris" Burke, CFA

Vice President–Wealth Management

Financial Advisor

  • 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

Registered States:
  • AZ
  • CA
  • ID
  • MI
  • OR
  • TX
  • VA
  • WA
  • WI
  • WY

Recognized as an industry leader:

  • Barron's Top 100 Institutional Consultants, 2024The 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. 

Education

  • California Polytechnic University, San Luis Obispo, B.A. Business; minor Economics
305 Lytton Ave
Palo Alto, CA 94301

Email Me

christopher.burke@ubs.com
Christopher "Chris" Burke, CFA
305 Lytton Ave,Palo Alto,CA,94301

Helene M. Butler, CFA

Investment Associate

  • Chartered Financial Analyst (CFA)
  • Institutional Consulting team since 1990
  • BA—Economics and Asian Studies(Cum Laude), Wheaton College
  • Chair, Board of Directors, Channing House

Registered States:
  • AZ
  • CA
  • CO
  • DC
  • FL
  • HI
  • ID
  • IN
  • MD
  • MI
  • MO
  • NC
  • NV
  • OR
  • UT
  • VA
  • WA
  • WI
  • WY

Helene M. Butler, CFA

Education

  • Wheaton College, B.A. Economics and Asian Studies, Cum Laude

Helene M. Butler, CFA

64 Willow Place
Suite 200
Menlo Park, CA 94025

Email Me

Helene M. Butler, CFA

Investment Associate

  • Chartered Financial Analyst (CFA)
  • Institutional Consulting team since 1990
  • BA—Economics and Asian Studies(Cum Laude), Wheaton College
  • Chair, Board of Directors, Channing House

Registered States:
  • AZ
  • CA
  • CO
  • DC
  • FL
  • HI
  • ID
  • IN
  • MD
  • MI
  • MO
  • NC
  • NV
  • OR
  • UT
  • VA
  • WA
  • WI
  • WY

Education

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

Email Me

helene.butler@ubs.com
Helene M. Butler, CFA
64 Willow Place,Menlo Park,CA,94025

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As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

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For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.html.

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