Professional consulting to optimize your plan

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• Barron's Top 1,000 Financial Advisors, 2009, 2010, 2011, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2024
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• Barron's Top 100 Institutional Consultants, 2021, 2022, 2023, 2024, 2025The Barron's rating is awarded annually in April and is based on information from the prior year Q4. 
• Barron's Top 50 Institutional Consultants, 2018, 2019, 2020The Barron's rating is awarded annually in April and is based on information from the prior year Q4. 

• Senior Institutional Consultant, UBS Institutional Consulting Program
• Certified Investment Management Analyst

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Kristi joined UBS Institutional Consulting - Atlanta in 2000. Over the past 25 years she has consulted corporations, non-profits and families on investment policy, asset allocation, investment selection and performance measurement for their respective retirement plans, operating reserves, foundation and endowments, and trust assets.

Kristi holds an MBA from Georgia State University and is a current member of the Investment Management Consultant's Association (IMCA®). She is a Certified Investment Management Analyst (CIMA®), Certified Financial Planner (CFP®), and a Certified Private Wealth Advisor (CPWA®). She has served as Co-Chair and member of the UBS Institutional Consulting Advisory Committee and is a current member of the Investments and Wealth Institute.

UBS Institutional Consulting began in Atlanta in 1983 and today has over $23 billion in assets under advisement. We have been collaborating as fiduciaries for the benefit of our clients through four decades of market cycles and industry changes. Consequently, we have been consistently recognized as a top contender in Barron’s annual list of Top Institutional Consultants since the first publication in 2015.

Experience to help realize a long-term mission

Kristi brings in-depth experience to helping diverse organizations pursue their long-term missions, including endowments, foundations, and not-for-profit corporations. She is well-versed in the unique challenges they face and takes a proactive and comprehensive approach to helping them meet their fiduciary responsibilities and investment goals. Following a disciplined planning process, she takes the time to fully understand your organization, accessing the global resources of UBS to deliver insights and solutions aligned with your organization’s long-term mission—always with the utmost dedication to excellent service and responsiveness.

Kristi and her husband, Garon, live in Atlanta with their two teenage children, Garrison and Savannah. Outside of work, they love spending time outdoors in the North Georgia mountains. Kristi is passionate about the missions of Wellspring Living and the Shepherd Center. She is a member of Women Shaping Shepherd, supporting critical programs for the Shepherd Spinal Clinic. She is a past board member of The Mustang Fund, a foundation supporting STEM related curriculum and activities at Montgomery Elementary school.

• Barron's Top 100 Institutional Consultants, 2021, 2022, 2023, 2024, 2025The Barron's rating is awarded annually in April and is based on information from the prior year Q4. 
• Barron's Top 50 Institutional Consultants, 2020The Barron's rating is awarded annually in April and is based on information from the prior year Q4. 
• Forbes America’s Top Women Wealth Advisors, 2021The 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 Wealth Advisors, 2022, 2023, 2024, 2025The 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 Best-in-State Wealth Management Teams, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
• Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024, 2025, 2026The 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.
• Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2021The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October based on information from a 12 month period ending in March of the award year.

• Georgia State University, MBA: 1997 - 1999

• Senior Institutional Consultant, UBS Institutional Consulting Program
• Senior Portfolio Manager
• Endowment & Foundation Consultant
• Certified Investment Management Analyst
• CERTIFIED FINANCIAL PLANNER
• Certified Private Wealth Advisor

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Austin joined UBS in 2009, and focuses on all aspects of Institutional Consulting including asset allocation, performance reporting, Investment Policy assistance, pension de-risking analysis and implementation, and investment manager search.

Austin is an active alumnus and received a Bachelor of Science Degree in Business Administration from Elon University. He has been awarded the Chartered Retirement Plans SpecialistSM designation, representing knowledge of plan design, fiduciary liabilities, investment prudence, administration provider evaluation, and plan cost analysis. Additionally, he has been awarded the Accredited Wealth Management AdvisorSM designation. This designation represents knowledge of asset management, allocation and selection; investment performance and strategies; and taxation issues pertaining to investments for a broad range of investors, including small businesses and deferred compensation plans. Austin is a member of the Investment Management Consultants Association (IMCA). He has received the designation of Certified Investment Management AnalystSM (CIMA®), and attended the IMCA, CIMA program at the University of Pennsylvania, Wharton School.

• Barron's Top 1,200 Financial Advisors, 2025
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• Barron's Top 1,500 Financial Advisors, 2026The Barron's rating is awarded annually in March based on information from the prior year Q3.
• Barron's Top 100 Institutional Consultants, 2021, 2022, 2023, 2024, 2025The Barron's rating is awarded annually in April and is based on information from the prior year Q4. 
• Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2025The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
• Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2025The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.

• Senior Institutional Consultant, UBS Institutional Consulting Program
• Certified Investment Management Consultant
• Chartered Retirement Plans Specialist
• Accredited Wealth Management Advisor
• Chartered SRI Counselor

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Ryan is an Institutional Analyst and Senior Wealth Strategy Associate. Since joining UBS in 2017, he has provided high-quality analytical and operational support to help corporations, non-profits and families achieve their financial objectives. Ryan’s primary responsibilities include investment policy best practices, asset allocation and investment selection recommendations, portfolio analysis and performance reporting for respective retirement plans, operating reserves, foundation and endowments and trust assets.

Ryan is a graduate of the University of Georgia’s Terry College of Business where he specialized in Finance. He holds series 7 and 66 licenses, is a Certified Investment Management Analyst (CIMA®) and Chartered Advisor in Philanthropy (CAP®).

Ryan lives in Atlanta with his wife Kristin and daughter Florence. Outside of work, he is an avid golfer and home-cook enthusiast. Ryan is passionate about impacting the lives of children and supports NW Atlanta Young Life.

• University of Georgia, BS in Finance

• Certified Investment Management Analyst
• Chartered Advisor in Philanthropy

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Hampton joined UBS in 2021. He is a graduate from the University of Georgia with a BBA in Finance . Holds Chartered Financial Analyst® (CFA®) designation and Chartered Alternative Investment Analyst® (CAIA®). Previous work experience includes AIG Capital Services and BankSouth. Day to day includes performance reports, manager and investment research, and portfolio construction. Hampton helps with the daily monitoring of Institutional Accounts and Investment process and decisions. He is an avid outdoorsman, golfer, and enjoys rooting on the Georgia Bulldawgs.

• University of Georgia, BBA in Finance

• Chartered Financial Analyst
• Chartered Alternative Investment Analyst

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Dawn is a Wealth Management Associate with over 20 years of experience in the investment industry.  Since joining UBS in 2009, she has focused on delivering personalized client support and helping clients navigate their financial goals. 

She holds the Financial Paraplanner Qualified Professional® and Accredited Wealth Management Advisor® designations and is a graduate of The American College for the Applied Arts.  Prior to UBS, Dawn gained valuable experience at Morgan Stanley, further strengthening her expertise in wealth management and client support.

Dawn is committed to delivering personalized services and building meaningful client relationships.  She takes pride in understanding each client’s unique needs and consistently strives to exceed expectations through thoughtful, attentive service.

Outside of work, she enjoys spending time with her family, camping, and exploring the Atlanta.

• Accredited Wealth Management Advisor
• Financial Paraplanner Qualified Professional

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Natalia has 19 years of experience in the financial services industry. She joined UBS Institutional Consulting as a Senior Registered Client Service Associate in 2016. Prior to UBS Natalia worked at Wachovia Securities and E*TRADE Financial. She is a graduate of the Appalachian State University in North Carolina where she earned her MBA degree. Natalia also holds the Series 7, 6, and 63 securities licenses, and Life, Health and Variable Annuities Insurance licenses.

Carrie began her career with PaineWebber/UBS in 1994 in the San Francisco Bay area and relocated to Atlanta in 1996 to join the UBS Institutional Consulting Group.  Since then, she has built experience supporting institutional and high-net-worth clients.  She works closely with financial advisors and clients to deliver operational, client service, and relationship support across a range of complex portfolios, including trusts, endowments, foundations, pension plans, and corporate retirement plans. Supporting the team with investment policy implementation, asset allocation execution, and performance monitoring , all aimed at helping clients achieve their long- term financial goals through efficient, well-coordinated service. Carrie earned a Bachelor of Science in Business Administration from California State University, Chico.  She resides in Roswell, Georgia with her husband and their sons.  She is passionate about supporting organizations focused on childhood cancer--a cause that holds deep personal significance--and is committed to helping improve the lives of children and families impacted by it.