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.

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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

Education

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

Credentials

  • 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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