Global insight. Opportunities worldwide.

Your financial success has brought great opportunity and, likely, complicated challenges. As UBS Wealth Advisors, we're committed to providing comprehensive wealth management to help you pursue what matters most. Let's start the conversation about how our experience and access to the global resources of UBS can help you pursue everything that's important to you, your family and your business.

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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

    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 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

          Shari Winkelman is the Associate Market Executive of the Mid-Atlantic Market. She has over 30 years of industry experience focused on Financial Advisor growth, business development, client service and employee engagement. She aspires to reflect the principles of servant leadership to ensure Financial Advisors and Client Associates are confident in knowing they have the support, training and access they need to the global platform of products, services, education, research and information UBS provides.

                1150 17th St NW
                5th floor
                Washington, DC 20036
                shari.winkelman@ubs.com
                Shari Winkelman
                1150 17th St NW,Washington,DC,20036
              • Mark Livoti

                Mark Livoti

                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

                Mark is responsible for leading Washington DC and Annapolis Wealth Management, where he helps navigate the firm to connect advisors and their clients to world class resources and solutions.  Originally from the DMV area, Mark studied Business Administration and Economics at GMU and has worked with UBS in various Wealth Management leadership roles for the last 18 years.  While many Wealth Management firms try to fit all clients into a box, Mark believes in creating a boutique experience, allowing Advisors to build a circle of capabilities around each client based on their unique goals and perspectives.  Mark lives in Annapolis with his children Grady (8) and Scarlett (6) and can often be found boating, fishing and biking in and around the Chesapeake Bay.

                      1150 17th St NW
                      5th floor
                      Washington, DC 20036
                      mark.livoti@ubs.com
                      Mark Livoti
                      1150 17th St NW,Washington,DC,20036
                    • Jenn 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
                                      • Ross Wilkinson

                                        Ross Wilkinson

                                        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
                                        • 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
                                              ross.wilkinson@ubs.com
                                              Ross Wilkinson
                                              1150 17th St NW,Washington, D.C.,DC,20036
                                            • Chris Reese

                                              Christopher Reese

                                              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

                                              Chris comes to us from Raymond James’ Washington, DC office.  As Branch Operations Manager, Chris was a part of the supervisory team working on both administrative and risk initiatives in the Chesapeake Complex. Chris began his career over 20 years ago in back-office operations with Bank of America. Prior to Ray J, Chris spent over six years in the Legal and Compliance division at Morgan Stanley.

                                              Chris is a graduate of Johnson C. Smith University in Charlotte, NC where he competed in both Basketball and Cross-Country in the NCAA Division II ranks. Chris credits teamwork, work ethic, and perseverance to his athletic upbringing.

                                                    1150 17th St NW
                                                    5th floor
                                                    Washington, D.C., DC 20036
                                                    christopher.reese@ubs.com
                                                    Christopher Reese
                                                    1150 17th St NW,Washington, D.C.,DC,20036
                                                  • Saxon Kropp

                                                    Saxon Kropp

                                                    Authorized Officer

                                                    Branch Office Administrator

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                                                      Branch Office Administrator – Mid-Atlantic Market

                                                      Saxon is the Branch Office Administrator and Technology Liaison for the Mid-Atlantic Market.

                                                      Saxon graduated from American University where she received her B.S. in Business, majoring in Business & Entertainment with a specialization in Audio Technology.

                                                      Saxon has lived in Tokyo, Japan for most of her life, but has been living in Washington, DC since 2019. She enjoys music, both listening to and recording, and traveling in her free time.

                                                            1150 17th St NW
                                                            5th floor
                                                            Washington, D.C., DC 20036
                                                            saxon.kropp@ubs.com
                                                            Saxon Kropp
                                                            1150 17th St NW,Washington, D.C.,DC,20036
                                                          • Jeremy Sitnick

                                                            Jeremy Sitnick

                                                            Client Associate

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                                                              Jeremy Sitnick currently serves in a Client Associate capacity as the Market Technology Liaison for the Mid Atlantic Market. In his current role, Jeremy is a direct resource for over 400 employees across 4 states, including the District of Columbia. Jeremy works closely with senior leadership, financial advisors, and associates, gaining industry knowledge and experience across various departments within the firm.

                                                              Jeremy started his career at UBS in 2022, interning for the Northeast Private Wealth Management Head, based out of the Philadelphia, PA office. The following year, he was asked to relocate to the Washington, DC office where he has since served in various capacities, primarily supporting the branch and market management teams.

                                                              A proud “double eagle” from American University in Washington, DC,  Jeremy holds both his Bachelor’s and Master’s degrees from American University’s School of Public Affairs. He is currently working towards obtaining his industry designations.

                                                              Jeremy currently resides in Washington, DC. Outside of the office, you can find him going for a run within our nation’s capital, spending quality time with friends, or passionately cheering on Philadelphia sports teams.

                                                                    1150 17th St NW
                                                                    5th floor
                                                                    Washington, D.C., DC 20036
                                                                    jeremy.sitnick@ubs.com
                                                                    Jeremy Sitnick
                                                                    1150 17th St NW,Washington, D.C.,DC,20036
                                                                  • Linda Nelson

                                                                    Linda Nelson

                                                                    Client Associate

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                                                                            1150 17th St NW
                                                                            5th floor
                                                                            Washington, D.C., DC 20036
                                                                            linda.s.nelson@ubs.com
                                                                            Linda Nelson
                                                                            1150 17th St NW,Washington, D.C.,DC,20036

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