Financial planning for what you want to accomplish

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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.

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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 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
              • David Lojpersberger

                David Lojpersberger

                Managing Director

                Market Director

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

                      101 West Elm Street
                      Suite 200
                      Conshohocken, PA 19428
                      david.lojpersberger@ubs.com
                      David Lojpersberger
                      101 West Elm Street,Conshohocken,PA,19428
                    • Jennifer 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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                                  • 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
                                      • Arlene McDonald Profile Photo

                                        Arlene McDonald

                                        Authorized Officer

                                        Senior Client Associate

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                                        • FL
                                        • NJ
                                        • PA

                                        Arlene began her career at PaineWebber in January of 1989 after relocating from Ireland. She spent the next 20 plus years as the Operations Manager for the Southern NJ office. She is now the Branch Office Administrator, responsible for Human Resources Processing, Technology, and Branch Finances. She also assists with general administration and supervisory functions. Her licenses include the series 7, 66, 9, 10, and NJ Life and Health Insurance.

                                        In her free time she enjoys reading, traditional Irish music and dance, cooking, and long walks on the beach. Arlene resides in Egg Harbor Township.

                                              1337 Tilton Road
                                              Northfield, NJ 08225
                                              arlene.mcdonald@ubs.com
                                              Arlene McDonald
                                              1337 Tilton Road,Northfield,NJ,08225
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                                              Marion Maiorino

                                              Associate Director

                                              Branch Office Administrator

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                                              • DE
                                              • FL
                                              • NJ
                                              • PA

                                              Marion began her career in the financial services industry with E.F. Hutton in 1977.  She held several positions at E.F Hutton before joining Salomon Brothers in 1985.  In 1989 she relocated to southern New Jersey and began working at Prudential Securities before joining PaineWebber in 1991.

                                              Marion was the Operations Manager for the Mt. Laurel Office and the Southern New Jersey Complex for over 20 years.  She is now the Branch Office Administrator for the  Mount Laurel and Northfield offices.  She is responsible for Human Resource Processing, Technology and Branch Finances.  She also assists with general administrative and supervisory functions.  Her licenses include the series 7, 66, 9, and 10.

                                              Marion resides in West Deptford with her husband Pablo.

                                                    501 Fellowship Road
                                                    Suite 302
                                                    Mt. Laurel, NJ 08054
                                                    marion.maiorino@ubs.com
                                                    Marion Maiorino
                                                    501 Fellowship Road,Mt. Laurel,NJ,08054

                                                  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

                                                  cover art of women's document

                                                  Women, wealth and well-being

                                                  The challenges women breadwinners face embracing their financial clout

                                                  Women are contributing more to their families’ incomes than ever before. Yet many remain less engaged than men in decision-making about the money they’ve earned. Why?

                                                  We believe financial participation, comprehensive planning and the support of financial professionals can help correct this imbalance. See how in our latest Own your worth report, “Tradition, trust and time: The challenges women breadwinners face embracing their financial clout.”

                                                  Download the report

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                                                  Backed by the strength of our parent company, UBS AG

                                                  $6 trn

                                                  UBS Group invested assets
                                                  As of 12/31/2024

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                                                  UBS is a leading and truly global wealth manager

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