Experienced planning for your foundation and endowment

As Institutional Consultants, we take the time to fully understand your organization, leadership, employees and culture. With our comprehensive platform of industry-leading corporate services and solutions, we provide a proven process that can help deliver a customized benefits plan. Talk to us about how our experience, resources and industry longevity can contribute to your company’s success today and in the future.


John Bodolay, CFP, CIMA

Senior Vice President–Investments

I have more than 30 years of experience in the financial services industry. Prior to joining the firm in 1994, I was a financial consultant with the Chicago office of Smith Barney. As a UBS Financial Advisor, I regularly consult with my clients that include associations, corporations, municipalities, high-net worth individuals, foundations and endowments, enabling them to appropriately position their investment portfolios. I believe that diversification and asset allocation aligned to a client's profile, time horizon and risk tolerance are critical to investment success.

As a graduate of the University of Notre Dame with a B.B.A. in finance, I hold licenses in Series 3, 7, 8, 63 and 65, as well as life and health insurance. I have also earned the Certified Financial Planner™ (CFP®), Certified Investment Manager AnalystSM (CIMA®), and Accredited Investment Fiduciary® (AIF) designations. A past member of the NASD Board of Arbitrators, I am active in the Investment Management Consultants Association (IMCA) and the Financial Planning Association® (FPA).

Registered States:
  • AZ
  • CA
  • FL
  • GA
  • IA
  • IL
  • KY
  • MA
  • MI
  • NC
  • TX
  • WI


  • B.B.A. Finance, University of Notre Dame


  • Retirement Plan Consultant
  • Institutional Consultant, UBS Institutional Consulting Program
303 East Main Street
Barrington, IL 60010
  • (847) 277-2129

Email Me

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