A plan for today, tomorrow and generations to come

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Your financial life is unique. The same should be true of your financial plan. We take the time to get to know you, your family and all your most important priorities. As your circumstances change over time and as new opportunities arise, we'll work with you to adjust your plan to help keep you on track. When you look to the future, you should like what you see.

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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 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

    Brendan is responsible for leading Washington, D.C. Wealth Management, and co-leading Private Wealth Management as the Market Director. In this capacity, he brings together the firm's best in class resources, talent, and capabilities to create and sustain success for our clients in the Americas.  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, and after 2 years of rotating through various areas of the firm, 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 2 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.

    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.

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

          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
          • NC
          • NJ
          • NY
          • PA
          • SC
          • VA

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

                Jennifer Glenn

                Director

                Market Administrative Officer

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

                      Sandy Watson

                      Director

                      Assistant Market Head

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                      • PA

                            1150 17th St NW
                            5th floor
                            Washington, DC 20036
                            sandra.k.watson@ubs.com
                            Sandy Watson
                            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
                                      • Saxon Kropp

                                        Saxon Kropp

                                        Branch Office Administrator

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                                                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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                                                        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

                                                      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

                                                      Texas

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                                                      Support and resources

                                                      Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

                                                      Learn how you can get involved and make an impact through the UBS Optimus Foundation.

                                                      The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.

                                                      A leader in wealth management

                                                      Backed by the strength of our parent company, UBS AG

                                                      $6 trn

                                                      UBS Group invested assets
                                                      As of 12/31/2024

                                                      51 countries

                                                      Our global footprint

                                                      Global leader

                                                      UBS is a leading and truly global wealth manager

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