Global access of Private Wealth Management

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Accessing the sophisticated resources of UBS Private Wealth Management, we deliver a tailored plan that integrates all of your complex investing, planning and financing priorities. No matter what you seek to accomplish with your wealth, our team offers a seasoned perspective and proactive problem solving . We hope to be the one financial resource you'll ever need for trusted financial advice and the right path toward your goals.

Private Wealth Management is a division within UBS Financial Services Inc.

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
              • Jenn Glenn

                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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                            • FL

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

                                  Claudel Demosthene

                                  Director

                                  Supervisory Officer

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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

                                  Claudel Demosthene started his career as a Financial Advisor with Ameriprise. He later Joined Merrill Lynch where he spent the next 15 years in the industry. Claudel joined UBS Private Wealth in 2018 as the Market Supervisory Officer for the Mid Atlantic Market.

                                  In his current role, Claudel works primarily with advisors to supervise activities and ensure adherence to policies. He has his FINRA Series 7, 66, 9/10 & 24 as well as NJ Life, Health and Accident insurance licenses and a Bachelor of Arts with Concentration in Economics degree from the University of Pennsylvania in Philadelphia.

                                  Claudel is an avid sports fan and enjoys taking on home improvement projects in his free time. He also loves to spend time with his wife and their 3 children.

                                  Registered States:
                                  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

                                        1735 Market Street
                                        Mellon Bank Center
                                        Philadelphia, PA 19103
                                        claudel.demosthene@ubs.com
                                        Claudel Demosthene
                                        1735 Market Street,Philadelphia,PA,19103
                                      • Pat Mosca

                                        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
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                                              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.

                                                  Three generations in apple orchard

                                                  Turn possibilities into a plan

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                                                  A leading global wealth manager

                                                  Texas

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                                                  Support and resources

                                                  Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

                                                  Learn how you can get involved and make an impact through the UBS Optimus Foundation.

                                                  The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.

                                                  A leader in wealth management

                                                  Backed by the strength of our parent company, UBS AG

                                                  $6 trn

                                                  UBS Group invested assets
                                                  As of 12/31/2024

                                                  51 countries

                                                  Our global footprint

                                                  Global leader

                                                  UBS is a leading and truly global wealth manager

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