Global access of Private Wealth Management

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Accessing the sophisticated resources of UBS Private Wealth Management, we deliver a tailored plan that integrates all of your complex investing, planning and financing priorities. No matter what you seek to accomplish with your wealth, our team offers a seasoned perspective and proactive problem solving . We hope to be the one financial resource you'll ever need for trusted financial advice and the right path toward your goals.

Private Wealth Management is a division within UBS Financial Services Inc.

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 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

    Brendan Graham is an Executive Director and the Market Executive for the Mid-Atlantic Market at UBS. He is responsible for 11 branch offices and currently oversees approximately 255 financial advisors. The business encompasses the High Net Worth and Ultra High Net Worth segments in Washington, D.C., Maryland, New Jersey, Delaware, and Pennsylvania. He is based in Washington, D.C.

    In his role as Market Executive, Brendan brings together the firm’s best-in-class resources, talent, and capabilities to create and sustain success for clients in the Americas. By combining the client focus of a boutique firm with the footprint, strength, and expertise of the world’s only truly global wealth manager, UBS is committed to being the office of choice for high net worth and ultra-high net worth clients and the financial advisors who serve them.

    Brendan’s career at UBS began in 2012 in the firm’s Graduate Talent Program. After two years of rotating through various areas of the firm, he took on his first assignment as a strategist on the Private Wealth Management Leadership Team. Four years later, he began his field management career as an Assistant Market Head, where he served for two years before becoming Branch Manager of the Philadelphia, Washington, D.C., Hunt Valley, and Charlotte PWM offices. He was appointed Market Director of the Washington, D.C. wealth management business in 2023, where he was responsible for leading Washington, D.C. Wealth Management and co-leading Private Wealth Management as the Market Director.

    Originally from Brooklyn, N.Y., Brendan graduated magna cum laude with honors in business from Tulane University. He holds his Series 7, Series 66, Series 9, Series 10, and Series 3 licenses with FINRA. Outside of the office, Brendan currently serves as the chair of the finance committee for Washington Project for the Arts, a nonprofit arts organization founded in 1975 and dedicated to supporting artists in the Washington, D.C. area. He is also the national executive sponsor for the UBS Young Professionals Network.

    Brendan and his wife, Elizabeth, live in Bethesda, Maryland, and enjoy playing tennis, golf, reading, and trying out new restaurants in their spare time.

          1150 17th St NW
          5th floor
          Washington, D.C., DC 20036
          brendan.graham@ubs.com
          Brendan 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
              • Jennifer Glenn

                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
                                • Claudel Demosthene

                                  Claudel Demosthene

                                  Director

                                  Supervisory 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

                                  Claudel Demosthene started his career as a Financial Advisor with Ameriprise. He later Joined Merrill Lynch where he spent the next 15 years in the industry. Claudel joined UBS Private Wealth in 2018 as the Market Supervisory Officer for the Mid Atlantic Market.

                                  In his current role, Claudel works primarily with advisors to supervise activities and ensure adherence to policies. He has his FINRA Series 7, 66, 9/10 & 24 as well as NJ Life, Health and Accident insurance licenses and a Bachelor of Arts with Concentration in Economics degree from the University of Pennsylvania in Philadelphia.

                                  Claudel is an avid sports fan and enjoys taking on home improvement projects in his free time. He also loves to spend time with his wife and their 3 children.

                                   

                                    • University of Pennsylvania , Bachelor of Arts with Concentration in Economics degree
                                      1735 Market Street
                                      Mellon Bank Center
                                      Philadelphia, PA 19103
                                      claudel.demosthene@ubs.com
                                      Claudel Demosthene
                                      1735 Market Street,Philadelphia,PA,19103
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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.

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                                          Turn possibilities into a plan

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                                          A leading global wealth manager

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                                          Clarity in a rapidly changing world

                                          We’re here to help guide you through uncertain times

                                          Recent global events have created volatility in the markets and uncertainty for many investors like you. With our experienced perspective we can deliver steady guidance to help you make sense of the changing markets.

                                          Let’s create a path together so you can move forward with confidence, no matter what comes next.

                                          A leader in wealth management

                                          Backed by the strength of our parent company, UBS AG

                                          $7 trn

                                          UBS Group invested assets
                                          As of 12/31/2025

                                          51 countries

                                          Our global footprint

                                          Global leader

                                          UBS is a leading and truly global wealth manager

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