Guiding endowments and foundations forward

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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Kathleen "Katie" Snodgrass, CIMA

Senior Vice President–Investments

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.

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

  • 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 Women Advisors, 2009, 2010The Barron's rating is awarded annually in June and is based on information from the Q1 of the award year.
  • 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. 
  • 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 America’s Top Women Wealth Advisors, 2022The 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 Women Wealth Advisors, 2022The 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

  • BA-Psychology (Business minor), UCLA
  • MBA-Finance, Santa Clara University

Credentials

  • Senior Institutional Consultant, UBS Institutional Consulting Program
  • Senior Retirement Plan Consultant
  • Certified Investment Management Analyst®
64 Willow Place
Suite 200
Menlo Park, CA 94025
  • (650) 289-7052

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The Year Ahead - Sustainable Investing

Sustainability matters

Seek returns and drive change through sustainable investing

Your values define you. But do your investments reflect who you are? As a global leader in sustainable investing, we can help your portfolio align with your principles, while seeking returns.

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As of 06/30/2022

51 countries

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