Lasting relationships. For all that matters

Co-workers having a conversation

Keep moving forward with confidence. You don't have to go it alone. We can help you with clear advice, wherever you are in life. We start by listening and understanding what drives your passions and what impact you want to make in the world. Then we'll make a plan together, get you on the right path and help you make the smart moves every step of the way.

Plans

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Brendan Graham

    Brendan J. Graham

    Executive Director

    Market Director

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • ND
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • PR
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VI
    • VT
    • WA
    • WI
    • WV
    • WY

          1150 17th St NW
          5th floor
          Washington, D.C., DC 20036
          brendan.graham@ubs.com
          Brendan J. Graham
          1150 17th St NW,Washington, D.C.,DC,20036
        • Shari Winkelman

          Shari Winkelman

          Director

          Associate Market Executive

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          • DC
          • DE
          • FL
          • GA
          • MD
          • NC
          • NJ
          • NY
          • PA
          • SC
          • VA

                1150 17th St NW
                5th floor
                Washington, DC 20036
                shari.winkelman@ubs.com
                Shari Winkelman
                1150 17th St NW,Washington,DC,20036
              • Jennifer Glenn Profile Photo

                Jennifer Glenn

                Director

                Market Administrative Officer

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                • AL
                • AR
                • DC
                • FL
                • HI
                • IN
                • MA
                • MD
                • ME
                • MI
                • MT
                • NE
                • NH
                • NJ
                • OK
                • OR
                • PA
                • SD
                • UT
                • VT

                      1150 17th St NW
                      5th floor
                      Washington, DC 20036
                      jennifer.glenn@ubs.com
                      Jennifer Glenn
                      1150 17th St NW,Washington,DC,20036
                    • Nicole kalinosky

                      Nicole Kalinosky

                      Director

                      Market Supervisory Officer

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                      • DE
                      • MD
                      • VA

                            1150 17th St NW
                            5th floor
                            Washington, DC 20036
                            nicole.kalinosky@ubs.com
                            Nicole Kalinosky
                            1150 17th St NW,Washington,DC,20036
                          • Maria Cusanelli

                            Maria Cusanelli

                            Director

                            Branch Operations Manager

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                            • DC
                            • DE
                            • FL
                            • MD
                            • NJ
                            • PA

                                  1150 17th St NW
                                  5th floor
                                  Washington, DC 20036
                                  maria.cusanelli@ubs.com
                                  Maria Cusanelli
                                  1150 17th St NW,Washington,DC,20036
                                • John Rufo

                                  John Rufo

                                  Director

                                  Supervisory Officer

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                                  • CA
                                  • DC
                                  • DE
                                  • FL
                                  • MD
                                  • NC
                                  • NJ
                                  • NY
                                  • PA

                                        411 South State Street
                                        2nd Floor
                                        Newtown, PA 18940
                                        john.rufo@ubs.com
                                        John Rufo
                                        411 South State Street,Newtown,PA,18940
                                      • Patricia

                                        Patricia Mosca

                                        Director

                                        Admin Manager

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                                        • AK
                                        • AL
                                        • AR
                                        • AZ
                                        • CA
                                        • CO
                                        • CT
                                        • DC
                                        • DE
                                        • FL
                                        • GA
                                        • HI
                                        • IA
                                        • ID
                                        • IL
                                        • IN
                                        • KS
                                        • KY
                                        • LA
                                        • MA
                                        • MD
                                        • ME
                                        • MI
                                        • MN
                                        • MO
                                        • MS
                                        • MT
                                        • NC
                                        • ND
                                        • NE
                                        • NH
                                        • NJ
                                        • NM
                                        • NV
                                        • NY
                                        • OK
                                        • OR
                                        • PA
                                        • PR
                                        • RI
                                        • SC
                                        • SD
                                        • TN
                                        • TX
                                        • UT
                                        • VA
                                        • VI
                                        • VT
                                        • WA
                                        • WI
                                        • WV
                                        • WY

                                              501 Fellowship Road
                                              Suite 302
                                              Mt. Laurel, NJ 08054
                                              patricia.mosca@ubs.com
                                              Patricia Mosca
                                              501 Fellowship Road,Mt. Laurel,NJ,08054
                                            • Hailey Schwartz

                                              Hailey Schwartz

                                              Associate Director

                                              Branch Office Administrator

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                                              • NJ

                                                    101 West Elm Street
                                                    Suite 200
                                                    Conshohocken, PA 19428
                                                    hailey.schwartz@ubs.com
                                                    Hailey Schwartz
                                                    101 West Elm Street,Conshohocken,PA,19428

                                                  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.

                                                  Building multicultural wealth, together

                                                  Building multicultural wealth, together

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                                                  Workplace Wealth Solutions

                                                  Creating a truly rewarding workplace

                                                  Your company’s success depends on attracting and retaining key talent. Everyone can flourish in a workplace where employees feel rewarded and want to stay. Together, we can help you create a truly rewarding workplace across a range of solutions.

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                                                  UBS is a leading and truly global wealth manager

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