Experience

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.

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.

Branch Office Administrator – Philadelphia DC Charlotte Market

Saxon is the Branch Office Administrator and Technology Liaison for the Philadelphia, DC, Charlotte 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.