Experience

Brendan’s career at UBS began in 2012 in the firm's Graduate Talent Program, and after 2 years of rotating through various areas of the firm, took on his first assignment as a strategist on the Private Wealth Management Leadership Team. Four years later, he began his field management career as an Assistant Market Head, where he served for 2 years before becoming Branch Manager of the Philadelphia, Washington D.C., Hunt Valley, and Charlotte PWM offices. He was appointed Market Director of the Washington D.C. wealth management business in 2023.

Brendan is responsible for leading Washington, D.C. Wealth Management, and co-leading Private Wealth Management as the Market Director. In this capacity, he brings together the firm's best in class resources, talent, and capabilities to create and sustain success for our clients in the Americas. Combining the client focus of a boutique firm with the footprint, strength and expertise of the world's only truly global wealth manager, UBS is committed to being the office of choice for high net worth and ultra-high net worth clients and the financial advisors who serve them.

Originally from Brooklyn, N.Y., Brendan graduated magna cum laude with honors in business from Tulane University. He holds his Series 7, Series 66, Series 9, Series 10, and Series 3 licenses with FINRA.

Brendan and his wife Elizabeth live in Bethesda, Maryland, and in their spare time enjoy playing tennis, golf, reading, and trying out new restaurants.

Shari Winkelman is the Associate Market Executive of the Mid-Atlantic Market. Shari currently leads the Hunt Valley branch office and serves the entire Mid-Atlantic market. She has over 30 years of industry experience focused on Financial Advisor growth, business development, client service and employee engagement. She aspires to reflect the principles of servant leadership to ensure Financial Advisors and Client Associates are confident in knowing they have the support, training and access they need to the global platform of products, services, education, research and information UBS provides.

Joining UBS Financial Services in 2012, Christopher Connolly currently oversees the wealth management business for branches in downtown Baltimore, Annapolis, Hunt Valley Maryland and Wilmington Delaware where he works closely with his financial advisors and the clients they serve. Previously he led the market for Morgan Stanley and Smith Barney in Delaware and Southeastern Pennsylvania. Throughout his career as a manager, Chris has won a number of awards and accolades. He's been asked to serve on numerous firm councils including recruiting, hiring, and diversity.

Prior to beginning a career in finance, Chris spent 5 seasons as a professional baseball player in the Kansas City Royals organization. Active in the community, he has served on several boards and coached a number of youth sports teams. He has a Bachelor of Business Administration in Management from Radford University. Chris resides in the Baltimore area with his wife Loren and their four children.

Nicole has been in the financial services industry since 2000 holding various positions including customer service, trading, training, compliance and supervision. She joined UBS in 2009 as the Branch Administrative Manager of the Hunt Valley MD office. She is currently a Supervisory Officer in the Mid-Atlantic Market which includes branches in New Jersey, Delaware, Maryland, Virginia, North Carolina and South Carolina. Nicole is a graduate of Penn State University with an A.S. in Business Administration and a B S. in Health Policy and Administration. She currently holds the FINRA Series 3, 7, 9, 10, 24, 53, and 66 licenses as well as Maryland Life and Health insurance licenses. Nicole is active in her parish being a member of the Parish Council and other various committees. In her free time she enjoys traveling, gardening and reading great books.

Ben began his career at UBS in the Investment Bank in London, England after his graduation from Dickinson College in 2006. He then worked as a Senior Registered Client Service Associate for the Institutional Fixed Income team in the Baltimore office for seven years. In 2014, he received his MBA from the Carey Business School at Johns Hopkins University and then entered UBS management.  In an Administrative Officer capacity Ben has covered numerous UBS Financial Services branches in the Mid-Atlantic region.  He currently lives with his wife, Meredith, and their two children in the Towson, MD area.

Jenna joined UBS with nearly a decade of experience in wealth management, specializing in administration, client service, and marketing. She graduated from Palm Beach Atlantic University with a Bachelor of Science in Business Management and is Series 7 and Series 66 licensed. Outside of her professional life, she is an avid equestrian and enjoys spending time with family. She resides in Monkton, Maryland, with her husband, Michael, on their horse farm.