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, 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 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.
  • 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.

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

64 Willow Place
Suite 200
Menlo Park, CA 94025

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, 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 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.
  • 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.

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
64 Willow Place
Suite 200
Menlo Park, CA 94025

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
  • VA
  • WA
  • WI
  • WY

Michael "Mike" Scandalios, CIMA

Recognized as an industry leader:

  • 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. 

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

64 Willow Place
Suite 200
Menlo Park, CA 94025

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
  • VA
  • WA
  • WI
  • WY

Recognized as an industry leader:

  • 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. 

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
64 Willow Place
Suite 200
Menlo Park, CA 94025

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
  • VA
  • WA
  • WI
  • WY

Christopher "Chris" Burke, CFA

Education

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

Christopher "Chris" Burke, CFA

64 Willow Place
Suite 200
Menlo Park, CA 94025

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
  • VA
  • WA
  • WI
  • WY

Education

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

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

Kateri C. Dodd

Wealth Management Associate

  • Institutional Consulting team since 2014
  • B.B.A.—Bachelor of Business Administration in Economics and Marketing, University of North Florida

Registered States:
  • AZ
  • CA
  • CO
  • DC
  • FL
  • HI
  • ID
  • IN
  • KY
  • MA
  • MD
  • MI
  • MO
  • NC
  • NV
  • NY
  • OH
  • OR
  • TX
  • VA
  • WA
  • WI
  • WY

Kateri C. Dodd

Education

  • University of North Florida, B.B.A. Economics and Marketing

Kateri C. Dodd

225 108th Avenue NE
Suite 800
Bellevue, WA 98004

Email Me

Kateri C. Dodd

Wealth Management Associate

  • Institutional Consulting team since 2014
  • B.B.A.—Bachelor of Business Administration in Economics and Marketing, University of North Florida

Registered States:
  • AZ
  • CA
  • CO
  • DC
  • FL
  • HI
  • ID
  • IN
  • KY
  • MA
  • MD
  • MI
  • MO
  • NC
  • NV
  • NY
  • OH
  • OR
  • TX
  • VA
  • WA
  • WI
  • WY

Education

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

Email Me

Products and services mentioned on these web pages may not be available for residents of certain nations.  Please consult the sales restrictions relating to the service in question for further information. http://www.ubs.com  

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.

Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.

Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services. Member SIPC . Member FINRA . UBS Financial Services Inc. is also registered as a Futures Commission Merchant (FCM) with the U.S. Commodity Futures Trading Commission (CFTC) and offers brokerage services related to the execution and clearing of on-exchange futures and options on futures products. Member NFA 

Unless we separately agree in writing, we do not monitor your brokerage account, and you make the ultimate decision regarding the purchase or sale of investments. You can ask us to review your brokerage account and provide you with investment recommendations at any time.

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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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