Lasting relationships

Understanding what matters most to you

Three generations in the front yard

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Retired couple

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
              • Pat Cashin

                Patricia Cashin

                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

                      100 Overlook Center
                      Suite 303
                      Princeton, NJ 08540
                      patricia.cashin@ubs.com
                      Patricia Cashin
                      100 Overlook Center,Princeton,NJ,08540
                    • 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 Head shot

                                        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
                                            • Laura Buchinsky

                                              Laura Buchinsky

                                              Branch Office Administrator

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                                                      411 South State Street
                                                      2nd Floor
                                                      Newtown, PA 18940
                                                      laura.buchinsky@ubs.com
                                                      Laura Buchinsky
                                                      411 South State Street,Newtown,PA,18940

                                                    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

                                                    Sitting on ledge outside store

                                                    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.

                                                    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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