Experienced planning for your foundation and endowment

Michael "Mike" Scandalios, CIMA

Senior Vice President–Investments

Mike is a Senior Institutional Consultant and Senior Retirement Plan Specialist with UBS Institutional Consulting Group. He has over 30 years of institutional investment experience including 19 years at UBS. Prior to joining UBS, Mike was a partner in an Australian-headquartered investment banking firm, as well as a portfolio manager with a private alternatives investment firm. Mike's responsibilities include investment policy planning assistance, asset allocation modeling, investment manager evaluation, and ongoing consulting and performance measurement reviews.

Mike earned a Bachelor of Arts in Political Science (International Relations) from UCLA where he also played for the Bruins baseball team. He completed his graduate studies at the University of Chicago Booth School of Business, where he earned an MBA in Finance and Accounting. He has earned the Certified Investment Management Analyst (CIMA®) designation from the Wharton School of Finance. Mike has also been a featured guest speaker on various topics at national investment conferences, and his research has been published as a white paper at UBS for client distribution.

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

  • 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

  • M.B.A. Finance and Accounting, University of Chicago
  • B.A. Political Science, UCLA

Credentials

  • Institutional Consultant, UBS Institutional Consulting Program
  • Senior Retirement Plan Consultant
  • Certified Investment Management Analyst®
64 Willow Place
Suite 200
Menlo Park, CA 94025
  • (650) 289-7048

Email Me

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