Let's move forward. Together.

Boardwalk along the ocean

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.

Two people cleaning beach

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

          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
              • 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

                      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 HS

                                        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
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                                              Patricia Mosca

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

                                                    501 Fellowship Road
                                                    Suite 302
                                                    Mt. Laurel, NJ 08054
                                                    patricia.mosca@ubs.com
                                                    Patricia Mosca
                                                    501 Fellowship Road,Mt. Laurel,NJ,08054
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                                                    Hailey Schwartz

                                                    Associate Director

                                                    Branch Office Administrator

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                                                    • NJ
                                                    • PA

                                                          101 West Elm Street
                                                          Suite 200
                                                          Conshohocken, PA 19428
                                                          hailey.schwartz@ubs.com
                                                          Hailey Schwartz
                                                          101 West Elm Street,Conshohocken,PA,19428

                                                        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

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