The way forward

Today, tomorrow and for generations to come

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.

mountain climbers

The proof is in our numbers

225+

Collective years of experience

Recognized by 20
leading financial publications

12

Investment professionals on the team


Institutional Consulting Services

We design, implement and monitor the investment programs of public and private companies, endowments, foundations, and municipalities, as well as defined benefit and Taft Hartley plans. Our Institutional Consulting team has more than 35 years of practical experience serving the needs of retirement plan sponsors and their employees.

Working with our team offers all of the personal attention to detail of a boutique firm without having to give up the strength, security and resources of one of the world’s largest financial services companies.

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    Linda Modico

    Managing Director–Investments

    Senior Institutional Consultant, UBS Institutional Consulting Program

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    L. Marc Shegoski

    Managing Director–Wealth Management

    Senior Institutional Consultant, UBS Institutional Consulting Program

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    David Sears, CFP, CIMA, CRPS

    First Vice President–Wealth Management

    Senior Institutional Consultant, UBS Institutional Consulting Program

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    Joseph Papandrea

    Associate Director

    Senior Wealth Strategy Associate

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    Ryan Iannuzzo, CRPS

    Wealth Strategy Associate

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    Gail Hefferen

    Investment Associate

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Our Process

Institutional consulting

Retirement plan sponsors

Foundations and endowments

Investment management

Workplace Wealth

Backed by the strength of UBS

A global leader in wealth management

#1

Euromoney Private Banking and Wealth Management Survey, 2021

#1

Philanthropic Advice

Euromoney Private Banking and Wealth Management Survey, 2011-2021

#1

ESG/Impact Investing

Euromoney Private Banking and Wealth Management Survey, 2015-2021

Investors aren't panicking …

UBS Investor Watch

Keeping up with the latest insights can give you great ideas for making the most of your wealth. That's where UBS Investor Watch comes in, bringing you the views of investors around the world. Explore our reports and see how they might help you reach your goals.

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