A plan for today, tomorrow and generations to come

Three generations in the front yard

Your financial life is unique. The same should be true of your financial plan. We take the time to get to know you, your family and all your most important priorities. As your circumstances change over time and as new opportunities arise, we'll work with you to adjust your plan to help keep you on track. When you look to the future, you should like what you see.

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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 Executive

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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

    Brendan Graham is an Executive Director and the Market Executive for the Mid-Atlantic Market at UBS. He is responsible for 11 branch offices and currently oversees approximately 255 financial advisors. The business encompasses the High Net Worth and Ultra High Net Worth segments in Washington, D.C., Maryland, New Jersey, Delaware, and Pennsylvania. He is based in Washington, D.C.

    In his role as Market Executive, Brendan brings together the firm’s best-in-class resources, talent, and capabilities to create and sustain success for clients in the Americas. By 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.

    Brendan’s career at UBS began in 2012 in the firm’s Graduate Talent Program. After two years of rotating through various areas of the firm, he 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 two 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, where he was responsible for leading Washington, D.C. Wealth Management and co-leading Private Wealth Management as the Market Director.

    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. Outside of the office, Brendan currently serves as the chair of the finance committee for Washington Project for the Arts, a nonprofit arts organization founded in 1975 and dedicated to supporting artists in the Washington, D.C. area. He is also the national executive sponsor for the UBS Young Professionals Network.

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

          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
          • MI
          • NC
          • NJ
          • NY
          • PA
          • SC
          • VA
          • WA

                1150 17th St NW
                5th floor
                Washington, DC 20036
                shari.winkelman@ubs.com
                Shari Winkelman
                1150 17th St NW,Washington,DC,20036
              • Chris Connolly

                Christopher Connolly

                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
                • NE
                • NH
                • NJ
                • NM
                • NV
                • NY
                • OH
                • OK
                • OR
                • PA
                • PR
                • RI
                • SC
                • SD
                • TN
                • TX
                • UT
                • VA
                • VT
                • WA
                • WI
                • WV
                • WY
                • Forbes Best-in-State Wealth Management Teams, 2024, 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.
                • UBS Wealth Management Director’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

                    500 East Pratt Street
                    11th Floor
                    Baltimore, MD 21202
                    christopher.connolly@ubs.com
                    Christopher Connolly
                    500 East Pratt Street,Baltimore,MD,21202
                  • Jenn Glenn

                    Jennifer Glenn

                    Director

                    Market Administrative 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

                          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
                                    • Ben Wells

                                      Benjamin Wells

                                      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
                                      • OH
                                      • OK
                                      • OR
                                      • PA
                                      • PR
                                      • RI
                                      • SC
                                      • SD
                                      • TN
                                      • TX
                                      • UT
                                      • VA
                                      • VI
                                      • VT
                                      • WA
                                      • WI
                                      • WV
                                      • WY

                                            500 East Pratt Street
                                            11th Floor
                                            Baltimore, MD 21202
                                            benjamin.b.wells@ubs.com
                                            Benjamin Wells
                                            500 East Pratt Street,Baltimore,MD,21202
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                                            Anastasiya Minhas

                                            Associate Director

                                            Supervisory Officer

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                                            • NY

                                                  Home Worker NY
                                                  Home Worker NY, NY 000
                                                  anastasiya.minhas@ubs.com
                                                  Anastasiya Minhas
                                                  Home Worker NY,Home Worker NY,NY,000

                                                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

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                                                Managing wealth in a changing world

                                                Geopolitics, trade and your portfolio

                                                In times of heightened uncertainty, who you trust for financial guidance matters more than ever. For over160 years, UBS has helped clients through times of volatility with clarity and resiliency.

                                                Get in touch with our team and we’ll help you turn today’s market uncertainty into informed confidence.

                                                A leader in wealth management

                                                Backed by the strength of our parent company, UBS AG

                                                $6.9 trn

                                                UBS Group invested assets
                                                As of 10/29/2025

                                                51 countries

                                                Our global footprint

                                                Global leader

                                                UBS is a leading and truly global wealth manager

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