Experience

Makes all the difference

Brendan J. Graham

Executive Director

Market Director

Registered States:
  • 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

Email Me

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

Shari Winkelman

Director

Associate Market Executive

Registered States:
  • DC
  • DE
  • FL
  • GA
  • MD
  • NC
  • NJ
  • NY
  • PA
  • SC
  • VA
307 International Circle
4th Floor
Hunt Valley, MD 21030

Email Me

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

David Lojpersberger

Managing Director

Market Director

David is a highly accomplished Senior Manager in the field of Wealth Management, with an impressive 30-year career characterized by a consistent record of success. For the past 26 years, David has dedicated his expertise to Wells Fargo Wealth Management & its predecessor firms. David held key positions in Private Client Management in prominent locations such as New York City, Stuart, Florida, Yardley, PA, and Philadelphia.

Before joining UBS, David served as the Market Leader for Wells Fargo in the Philadelphia area. In this pivotal role, he skillfully led a team of eight Managers & 250 Financial Advisors, driving their collective success and ensuring exceptional client service. David's strategic direction, mentorship, & unwavering support have been instrumental in fostering excellence among his team members.

David possesses an in-depth understanding of the intricate nuances of Wealth Management. He believes in empowering advisors to deliver comprehensive financial planning & investment strategies that address the unique needs of each client. By prioritizing client-centric solutions, he consistently achieves outstanding & outcomes client satisfaction.

Beyond his professional achievements, David is a passionate advocate for community engagement & philanthropic initiatives. In 2022, he actively participated in a house building initiative in North Philadelphia, demonstrating his commitment to improving the lives of others. He is involved in organizations such as the Ronald McDonald House & the Methodist Home for Children, contributing time & resources to support their valuable work. Additionally, he has volunteered extensively at Philabundance, furthering his dedication to combating hunger & poverty in the community.

In his personal life, he resides in King of Prussia & enjoys spending weekends in Brigantine, NJ, alongside wife, Regina, his six grandkids, & his trusty bird dog, Sienna. He finds joy in boating, hunting, & cheering on the Villanova basketball team.

 

Registered States:
  • 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

Email Me

david.lojpersberger@ubs.com
David Lojpersberger
101 West Elm Street,Conshohocken,PA,19428

Jennifer Glenn

Director

Market Administrative Officer

Registered States:
  • 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

Email Me

jennifer.glenn@ubs.com
Jennifer Glenn
101 West Elm Street,Conshohocken,PA,19428

Nicole Kalinosky

Director

Market Supervisory Officer

Registered States:
  • DE
  • MD
  • VA
307 International Circle
4th Floor
Hunt Valley, MD 21030

Email Me

nicole.kalinosky@ubs.com
Nicole Kalinosky
307 International Circle,Hunt Valley,MD,21030

Maria Cusanelli

Director

Branch Operations Manager

Registered States:
  • FL
401 East Las Olas Boulevard
Suite 2300
Fort Lauderdale, FL 33301

Email Me

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

John Rufo

Director

Supervisory Officer

Registered States:
  • CA
  • DC
  • DE
  • FL
  • MD
  • NC
  • NJ
  • NY
  • PA
411 South State Street
2nd Floor
Newtown, PA 18940

Email Me

john.rufo@ubs.com
John Rufo
411 South State Street,Newtown,PA,18940

Patricia Mosca

Director

Admin Manager

Registered States:
  • 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
Home Worker NJ
Home Worker NJ, NJ 000

Email Me

patricia.mosca@ubs.com
Patricia Mosca
Home Worker NJ,Home Worker NJ,NJ,000

Hailey Schwartz

Associate Director

Branch Office Administrator

Registered States:
  • NJ
101 West Elm Street
Suite 200
Conshohocken, PA 19428

Email Me

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

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