Experience

Makes all the difference

Brendan J. Graham

Executive Director

Market Executive

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.

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
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:
  • 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

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

Email Me

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

Claudel Demosthene

Director

Supervisory Officer

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
1735 Market Street
Mellon Bank Center
Philadelphia, PA 19103

Email Me

claudel.demosthene@ubs.com
Claudel Demosthene
1735 Market Street,Philadelphia,PA,19103

Saxon Kropp

Branch Office Administrator

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

Email Me

saxon.kropp@ubs.com
Saxon Kropp
1150 17th St NW,Washington, D.C.,DC,20036

Jeremy Sitnick

Client Associate

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

Email Me

jeremy.sitnick@ubs.com
Jeremy Sitnick
1150 17th St NW,Washington, D.C.,DC,20036

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