$2.8 trillion
In invested assets globally
As of 06/30/2022
Your organization has many responsibilities—to shareholders, employees and their families. Today, successfully meeting those responsibilities has become more complex.
We offer guidance from an experienced and dedicated consulting team that leverages the vast resources and strong financial backing of a powerful global financial leader. Talk to us about how we can help support you in your fiduciary role.
J. Allen Wright is a Senior UBS Institutional Consultant who has been with UBS since 1983. Allen personally serves as a trustee on over $1 billion in plan assets and, in this capacity, has faced the identical challenges as you in the selection of an Investment Consulting firm. As Chairman of the Investment Committee for two university foundations, Allen managed the Investment Consultant search process for both institutions. The dual perspective on the Institutional Consultant search, as a Consultant and a trustee, gives him an even deeper understanding of the long term issues you face and exposure to a very wide range of "best in practice" strategies. Allen received a B.S. from the University of South Carolina and an MBA from the University of Georgia. Allen is an IMCA Certified Investment Management Analyst through the Wharton School and is a member of the Investment Management Consultants Association as well as the Southern Employee Benefits Conference. In addition, Allen serves on the Boards of the University of South Carolina Educational Foundation and the Covenant College Foundation.
Van works with the goal of serving the needs of a limited number of investors and entrepreneurs who possess substantial wealth. Van specializes in the personalized construction and ongoing management of client portfolios. He also helps clients coordinate their financial and legacy strategies with the clients other trusted advisors.
Van is a Certified Investment Management Analyst ("CIMA") and has spent his entire 35 year career serving ultra high net worth clients, their families, and corporate and philanthropic entities. He was the Co-Chair of the UBS FA Advisory Council to the firms Executive Committee. Van graduated from the University of Georgia in 1979 with BBA in Finance.
In Van's free time, he enjoys the outdoors, including water skiing with his family at Lake Blue Ridge, and hunting and fishing with his son Lee and other friends. He is also active in Trinity Community Ministries Trinity House in Atlanta, and the 100 Black Men of Atlanta. Van and his wife, Cindy, have three kids, Sarah, Lee and Janie.
Scott has more than 24 years of experience and focuses on the development and execution of customized investment strategies and solutions, for both individual and institutional clients. He has extensive experience specializing in developing investment policy statements, asset allocation modeling, investment manager and mutual fund evaluations, portfolio analysis, executive life and disability, and non-qualified defined compensation plans. His institutional clients include pension plans, foundations, endowments and corporate benefit plans.
Scott is a 1985 graduate of the United States Naval Academy where he earned his B.S. in applied business management. He earned an M.B.A. in 1992 from Averett University of Virginia. Scott is a member of the Investment Management Consultants Association. Scott received the designation of Certified Investment Management Analyst (CIMA®), and attended the IMCA, CIMA program at the University of Pennsylvania, Wharton School.
Ray has more than 18 years of experience and focuses on the development and execution of customized investment strategies and solutions, regardless of complexity. He has extensive experience specializing in investment policy statements, asset allocation, investment manager and mutual fund evaluations and portfolio evaluation, review and non-qualified defined compensation plans. His clients include pension plans, foundations, endowments and corporate benefit plans.
Ray is a 1989 graduate of the United States Naval Academy where he earned his B.S. in mathematics. He earned his M.B.A. in 1994 from the University of San Francisco. Ray is a member of the Investment Management Consultants Association (IMCA). Ray has received the designation of Certified Investment Management AnalystSM (CIMA®), and attended the IMCA, CIMA program at the University of Pennsylvania, Wharton School.
Kristi Thelen is an Senior Institutional Consultant for UBS in Atlanta, Georgia. Since joining the firm in 2000, she has assisted our institutional clients with investment policy, asset allocation, investment search and selection, as well as performance monitoring. She is responsible for relationship management and business development.
Mrs. Thelen holds an MBA from Georgia State University. She is a Certified Financial PlannerTM and a Certified Investment Management Analyst®, a designation obtained through the University of Pennsylvania's Wharton School of Business. Kristi is a current member of the Investment Management Consultant's Association (IMCA).
Kristi resides in Atlanta with her husband, Garon, and their two children.
http://financialservicesinc.ubs.com/fa/kristithelen/index.html
J. Allen Wright is a Senior UBS Institutional Consultant who has been with UBS since 1983. Allen personally serves as a trustee on over $1 billion in plan assets and, in this capacity, has faced the identical challenges as you in the selection of an Investment Consulting firm. As Chairman of the Investment Committee for two university foundations, Allen managed the Investment Consultant search process for both institutions. The dual perspective on the Institutional Consultant search, as a Consultant and a trustee, gives him an even deeper understanding of the long term issues you face and exposure to a very wide range of "best in practice" strategies. Allen received a B.S. from the University of South Carolina and an MBA from the University of Georgia. Allen is an IMCA Certified Investment Management Analyst through the Wharton School and is a member of the Investment Management Consultants Association as well as the Southern Employee Benefits Conference. In addition, Allen serves on the Boards of the University of South Carolina Educational Foundation and the Covenant College Foundation.
Van works with the goal of serving the needs of a limited number of investors and entrepreneurs who possess substantial wealth. Van specializes in the personalized construction and ongoing management of client portfolios. He also helps clients coordinate their financial and legacy strategies with the clients other trusted advisors.
Van is a Certified Investment Management Analyst ("CIMA") and has spent his entire 35 year career serving ultra high net worth clients, their families, and corporate and philanthropic entities. He was the Co-Chair of the UBS FA Advisory Council to the firms Executive Committee. Van graduated from the University of Georgia in 1979 with BBA in Finance.
In Van's free time, he enjoys the outdoors, including water skiing with his family at Lake Blue Ridge, and hunting and fishing with his son Lee and other friends. He is also active in Trinity Community Ministries Trinity House in Atlanta, and the 100 Black Men of Atlanta. Van and his wife, Cindy, have three kids, Sarah, Lee and Janie.
Scott has more than 24 years of experience and focuses on the development and execution of customized investment strategies and solutions, for both individual and institutional clients. He has extensive experience specializing in developing investment policy statements, asset allocation modeling, investment manager and mutual fund evaluations, portfolio analysis, executive life and disability, and non-qualified defined compensation plans. His institutional clients include pension plans, foundations, endowments and corporate benefit plans.
Scott is a 1985 graduate of the United States Naval Academy where he earned his B.S. in applied business management. He earned an M.B.A. in 1992 from Averett University of Virginia. Scott is a member of the Investment Management Consultants Association. Scott received the designation of Certified Investment Management Analyst (CIMA®), and attended the IMCA, CIMA program at the University of Pennsylvania, Wharton School.
Ray has more than 18 years of experience and focuses on the development and execution of customized investment strategies and solutions, regardless of complexity. He has extensive experience specializing in investment policy statements, asset allocation, investment manager and mutual fund evaluations and portfolio evaluation, review and non-qualified defined compensation plans. His clients include pension plans, foundations, endowments and corporate benefit plans.
Ray is a 1989 graduate of the United States Naval Academy where he earned his B.S. in mathematics. He earned his M.B.A. in 1994 from the University of San Francisco. Ray is a member of the Investment Management Consultants Association (IMCA). Ray has received the designation of Certified Investment Management AnalystSM (CIMA®), and attended the IMCA, CIMA program at the University of Pennsylvania, Wharton School.
Kristi Thelen is an Senior Institutional Consultant for UBS in Atlanta, Georgia. Since joining the firm in 2000, she has assisted our institutional clients with investment policy, asset allocation, investment search and selection, as well as performance monitoring. She is responsible for relationship management and business development.
Mrs. Thelen holds an MBA from Georgia State University. She is a Certified Financial PlannerTM and a Certified Investment Management Analyst®, a designation obtained through the University of Pennsylvania's Wharton School of Business. Kristi is a current member of the Investment Management Consultant's Association (IMCA).
Kristi resides in Atlanta with her husband, Garon, and their two children.
http://financialservicesinc.ubs.com/fa/kristithelen/index.html
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
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
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.
Achieving your organization’s mission is your priority. We’re here to help you maximize the rewards and minimize the challenges. We look at each aspect of your organization and will work with you on reviewing everything from your philanthropic mission and decision-making process to your investment philosophy and financial goals.
We focus on a collaborative approach that looks at all of the moving parts of your retirement plan. This assessment helps us make more informed and tailored recommendations about streamlining design, provisions, budgets, regulatory compliance recordkeeping and, most important, retirement planning education for employees.
Your foundation or endowment is unique. We take the time to look at it holistically, and to understand its distinctive financial situation. With that clarity, we deliver an investment plan that reflects your needs and long-term goals. We’ll collaborate closely with your investment committee to help you make the greatest impact.
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$2.8 trillion
In invested assets globally
As of 06/30/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
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