Financial planning for what you want to accomplish

Mountain climbers reaching the summit

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.

Mountaintop observatory

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

          1501 K Street North West
          Suite 1100
          Washington, D.C., DC 20005
          brendan.graham@ubs.com
          Brendan J. Graham
          1501 K Street North West,Washington, D.C.,DC,20005
        • Shari Winkelman

          Shari Winkelman

          Director

          Associate Market Executive

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          • DC
          • DE
          • FL
          • GA
          • MD
          • NC
          • NJ
          • NY
          • PA
          • SC
          • VA

                307 International Circle
                4th Floor
                Hunt Valley, MD 21030
                shari.winkelman@ubs.com
                Shari Winkelman
                307 International Circle,Hunt Valley,MD,21030
              • 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

                            101 West Elm Street
                            Suite 200
                            Conshohocken, PA 19428
                            jennifer.glenn@ubs.com
                            Jennifer Glenn
                            101 West Elm Street,Conshohocken,PA,19428
                          • Nicole Kalinosky

                            Nicole Kalinosky

                            Director

                            Market Supervisory Officer

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                            • DE
                            • MD
                            • VA

                                  307 International Circle
                                  4th Floor
                                  Hunt Valley, MD 21030
                                  nicole.kalinosky@ubs.com
                                  Nicole Kalinosky
                                  307 International Circle,Hunt Valley,MD,21030
                                • Maria Cusanelli

                                  Maria Cusanelli

                                  Director

                                  Branch Operations Manager

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                                  • FL

                                        401 East Las Olas Boulevard
                                        Suite 2300
                                        Fort Lauderdale, FL 33301
                                        maria.cusanelli@ubs.com
                                        Maria Cusanelli
                                        401 East Las Olas Boulevard,Fort Lauderdale,FL,33301
                                      • Nancy

                                        Nancy Schultz

                                        Director

                                        Admin Manager

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                                        • AL
                                        • AR
                                        • DC
                                        • DE
                                        • FL
                                        • HI
                                        • IN
                                        • MA
                                        • MD
                                        • ME
                                        • MI
                                        • MT
                                        • NC
                                        • NE
                                        • NH
                                        • NJ
                                        • OK
                                        • OR
                                        • PA
                                        • SC
                                        • SD
                                        • UT
                                        • VA
                                        • VT

                                        With over 37 years of industry experience, and 10 years here at UBS, Nancy brings a wealth of experience, dedication, and passion for what she does.  In her role, she serves as an advocate and partner to the financial advisors and team associates that deliver complete wealth management for our clients as well as supporting the team associates in their growth, performance, and career path within the industry and with UBS.

                                        Prior to the joining UBS, Nancy worked for Smith Barney / Morgan Stanley for 20+ years in many roles such as Client Service Associate, Operations Manager, as well as Admin Manager.   

                                        Nancy and her husband Thomas live in Southern NJ and have 2 children, Thomas and Caitlyn, a daughter-in-law Cynthia and two beautiful granddaughters Penelope Harper and Josephine Rose.

                                        She enjoys spending time with her family at home and at the Jersey Shore.

                                              501 Fellowship Road
                                              Suite 302
                                              Mt. Laurel, NJ 08054
                                              nancy.schultz@ubs.com
                                              Nancy Schultz
                                              501 Fellowship Road,Mt. Laurel,NJ,08054
                                            • Mark Fleming Profile Photo

                                              Mark Fleming

                                              Director

                                              Service Delivery Manager

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                                              • FL
                                              • NJ

                                              After receiving a Bachelor of Arts in Economics from Rowan University in 2000, Mark started his career in financial services, holding positions of Financial Advisor, Sales Manager, Complex Administrative Manager, Branch Manager, and currently Market Client Experience Director.  Mark’s #1 priority is to make it easier for clients to do business with UBS.

                                              His wife Karen, along with their two daughters, Addison, and Kathryn, live in Mt. Laurel, NJ. In their free time they enjoy taking trips in their RV, hiking, and the Jersey shore. 

                                                • Rowan University , Bachelor of Arts in Economics
                                                  1337 Tilton Road
                                                  Northfield, NJ 08225
                                                  mark.fleming@ubs.com
                                                  Mark Fleming
                                                  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
                                                      • 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

                                                            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

                                                            $5.9+ trn

                                                            UBS Group invested assets
                                                            As of 06/30/2024

                                                            51 countries

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                                                            Global leader

                                                            UBS is a leading and truly global wealth manager

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