Lasting relationships. For all that matters

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It's never been more important to access resources and opportunities where you are, but also globally as well. As our client, you are supported by the powerful platforms and solutions of one of the world's leading wealth managers. You can be confident that we provide you with perspective that reaches across continents.

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

                Patricia is the Senior Market Director of multiple branches in the Greater Philadelphia area. Her oversight includes Philadelphia Downtown, Conshohocken, Newtown, Princeton and Northfield Wealth Management branches. Known for her proactive client focus, she serves as an advocate and partners with Financial Advisors and service support teams to deliver world class wealth management client experience. She partners with leadership to help foster a culture of connectivity between the firm and the Financial Advisors. Her primary responsibility is to help drive organic growth with a focus on the tactics to execute on key products and services that lead to net new money gains in enhanced economic profit. She prides herself on bringing the best and deepest resources to serve the clients' and Financial Advisors' needs, both through the strength of UBS and the human capital of her leadership team.


                Patricia is currently on the Leadership Advisory Committee, where she helps shape important initiatives impacting Financial Advisors and Field Leaders.


                Her prior experience includes multiple facets of branch administration as well as client and advisor engagement. Those roles include being the Assistant Market Head in the Park Avenue Market, NYC; Head of Teaming and Succession Planning; and Experienced Advisor Recruiting groups at UBS.


                Patricia joined UBS in 2012 from Merrill Lynch, where she spent the prior many years leading Advisor Recruitment and Integration efforts. In her career at Merrill Lynch, she held management positions where she was responsible for Recruiting Business Managements, FA Compensation and numerous field facing roles.


                She lives in Manalapan, NJ with her husband Jeffrey and their 2 children, Aiden and Liam.

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

                      Jennifer Glenn

                      Director

                      Market Administrative Officer

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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, 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
                                      • Rufo HS 22

                                        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
                                            • Pat Mosca

                                              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
                                                  • Hailey Schwartz

                                                    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

                                                        Family on back porch

                                                        Wealth transfer across generations

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                                                        Making sense of significant wealth

                                                        We can help you plan for it.

                                                        When you have created or inherited significant wealth, you have opportunities to pursue bold and meaningful undertakings. How do you make decisions that will guide you successfully forward, no matter what your goal?

                                                        We believe it’s all about connection. That’s why we are prepared to take that journey with you today, tomorrow, every step of the way.

                                                        A leader in wealth management

                                                        Backed by the strength of our parent company, UBS AG

                                                        $6.9 trn

                                                        UBS Group invested assets
                                                        As of 10/29/2025

                                                        Global leader

                                                        UBS is a leading and truly global wealth manager

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