Philadelphia, PA Branch Office
View FINRA BrokerCheck informationContact us

An experienced and committed team

Brendan J. Graham

Executive 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

Brendan J. Graham

1150 17th St NW
5th floor
Washington, D.C., DC 20036

Email Me

Brendan J. Graham

Executive 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
1150 17th St NW
5th floor
Washington, D.C., DC 20036

Email Me

brendan.graham@ubs.com
Brendan J. Graham
1150 17th St NW,Washington, D.C.,DC,20036

Shari Winkelman

Director

Associate Market Executive

Registered States:
  • DC
  • DE
  • FL
  • GA
  • MD
  • MI
  • NC
  • NJ
  • NY
  • PA
  • SC
  • VA
  • WA

Shari Winkelman

1150 17th St NW
5th floor
Washington, DC 20036

Email Me

Shari Winkelman

Director

Associate Market Executive

Registered States:
  • DC
  • DE
  • FL
  • GA
  • MD
  • MI
  • NC
  • NJ
  • NY
  • PA
  • SC
  • VA
  • WA
1150 17th St NW
5th floor
Washington, DC 20036

Email Me

shari.winkelman@ubs.com
Shari Winkelman
1150 17th St NW,Washington,DC,20036

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

Jennifer Glenn

1150 17th St NW
5th floor
Washington, DC 20036

Email Me

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
1150 17th St NW
5th floor
Washington, DC 20036

Email Me

jennifer.glenn@ubs.com
Jennifer Glenn
1150 17th St NW,Washington,DC,20036

Nicole Kalinosky

Director

Market Supervisory Officer

Registered States:
  • DE
  • MD
  • VA

Nicole Kalinosky

1150 17th St NW
5th floor
Washington, DC 20036

Email Me

Nicole Kalinosky

Director

Market Supervisory Officer

Registered States:
  • DE
  • MD
  • VA
1150 17th St NW
5th floor
Washington, DC 20036

Email Me

nicole.kalinosky@ubs.com
Nicole Kalinosky
1150 17th St NW,Washington,DC,20036

Maria Cusanelli

Director

Branch Operations Manager

Registered States:
  • DC
  • DE
  • FL
  • MD
  • NJ
  • PA

Maria Cusanelli

1150 17th St NW
5th floor
Washington, DC 20036

Email Me

Maria Cusanelli

Director

Branch Operations Manager

Registered States:
  • DC
  • DE
  • FL
  • MD
  • NJ
  • PA
1150 17th St NW
5th floor
Washington, DC 20036

Email Me

maria.cusanelli@ubs.com
Maria Cusanelli
1150 17th St NW,Washington,DC,20036

John Rufo

Director

Supervisory Officer

Registered States:
  • CA
  • DC
  • DE
  • FL
  • MD
  • NC
  • NJ
  • NY
  • PA

John Rufo

411 South State Street
2nd Floor
Newtown, PA 18940

Email Me

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

Patricia Mosca

501 Fellowship Road
Suite 302
Mt. Laurel, NJ 08054

Email Me

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
501 Fellowship Road
Suite 302
Mt. Laurel, NJ 08054

Email Me

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

Hailey Schwartz

Associate Director

Branch Office Administrator

Registered States:
  • NJ
  • PA

Hailey Schwartz

101 West Elm Street
Suite 200
Conshohocken, PA 19428

Email Me

Hailey Schwartz

Associate Director

Branch Office Administrator

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

Email Me

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

Products and services mentioned on these web pages may not be available for residents of certain nations.  Please consult the sales restrictions relating to the service in question for further information. http://www.ubs.com  

As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.

Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services. Member SIPC . Member FINRA . UBS Financial Services Inc. is also registered as a Futures Commission Merchant (FCM) with the U.S. Commodity Futures Trading Commission (CFTC) and offers brokerage services related to the execution and clearing of on-exchange futures and options on futures products. Member NFA 

Unless we separately agree in writing, we do not monitor your brokerage account, and you make the ultimate decision regarding the purchase or sale of investments. You can ask us to review your brokerage account and provide you with investment recommendations at any time.

Wealth Management and Private Wealth Management and UBS International are divisions of UBS Financial Services Inc., a subsidiary of UBS AG.  Private Wealth Management resources and services are provided by specially-accredited Financial Advisors within UBS Financial Services Inc. (including Private Wealth Advisors and International Private Wealth Advisors).

For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.html.

Notice for Non-U.S. Investors . Notice for Non-Puerto Rico Investor . Order Routing Disclosure . Statement of Financial Condition. Statement of Financial Condition- UBS FSI of Puerto Rico. Best Execution Statement. Loan Disclosure Statement. Account Sweep Yields. Advisory & Brokerage Services. CFP Board's Trademark Disclaimer. Important Information About Auction Rate Securities (Not for Puerto Rico). Futures Commission Merchant (FCM) Information for UBS Financial Services Inc . Agreements and Disclosure 

© UBS 1998-2025. All rights reserved.

This website uses cookies to make sure you get the best experience on our website. You can find more information under the Privacy Statement. You are free to change your cookies' settings in the privacy settings.

Go to privacy settings