Experience

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.

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 Planner^TM 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 

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.

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.

Ryan is an institutional analyst who joined UBS in 2017. He specializes in asset allocation, performance reporting, pension plan analysis and investment manager searches.

Ryan graduated from the University of Georgia in 2013 and is an active alumni. After receiving his Bachelors of Science in Finance he pursued a career in the investment industry. Prior to joining UBS he worked as a senior associate on the defined contribution research team for CapTrust Financial Advisors. He was primarily focused on growing the discretionary (338) fiduciary investment program during his tenure. He has passed the general securities exam and is actively pursuing his Certified Institutional Management Analyst delegation (CIMA.)