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
  • ID
  • IN
  • MI
  • OR
  • TX
  • VA
  • WA
  • WI
  • WY

  • Barron's Top 100 Institutional Consultants, 2021, 2022, 2024The 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


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


  • Institutional Consultant, UBS Institutional Consulting Program
  • Senior Retirement Plan Consultant
  • Certified Investment Management Analyst®
305 Lytton Ave
Palo Alto, CA 94301
  • (650) 289-7048

Email Me

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.

Co-workers in a lobby

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

Global leader

UBS is a leading and truly global wealth manager

Connecting you to the deep resources of UBS

By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

Why does A.I. in space matter?

Outlook on interest rates


UBS and Credit Suisse—stronger than ever

Global Wealth Report 2024

Crafted wealth intelligence

Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

Download the report