Mid-Atlantic Private Wealth Management

The Purposeful Legacy

The value of trust.

Meeting the needs of exceptional families and business owners takes experience, dedication and above all, trust. All across our footprint, from Philadelphia to D.C. to Baltimore to Pittsburgh, we make trust the foundation for the strong one-on-one relationships we have with our clients. So we can apply our global resources and intellectual capital to create tailored, comprehensive solutions to help them achieve life’s most important goals. We focus on earning and keeping the trust of our clients every day.

A commitment beyond wealth.

  • 150-year heritage in helping you transform your success into a lasting legacy
  • Resources for your unique and sophisticated needs—including your business, family, philanthropy and personal passions
  • Resources for educating your children about the responsibilities of wealth
  • Insights and experience to enrich every aspect of your life.

You’re in great company— UBS is one of the world’s largest wealth managers.

UBS AG (Euromoney awards)

Best Global Private Bank
2018, 2017, 2016, 2014

Best Services for Philanthropy and Social Impact Investing
2018, 2017, 2016, 2015

Best Family Office Services
2018, 2017

Best Services for Succession Planning Advice and Trusts

2018, 2017, 2016, 2015

Best Bank for Wealth Management in North America
2017

Best Global Wealth Manager
2017, 2016, 2015

The Euromoney awards were independently determined and awarded by the Euromoney editorial team. UBS did not pay a fee in exchange for these awards. For more information on a particular award, please visit ubs.com/us/en/designation-disclosures.

Boutique experience for the attention you deserve.

Your team is dedicated to serving only a select few families to ensure you have the personal touch and service level you expect. Through your team you’ll have access to the firm’s global experience and financial strength to help meet all your sophisticated needs.

Deep community involvement.

Our team cares about our area deeply as shown through support of our schools and organizations, local philanthropic endeavors and personal volunteering. We give our time and resources to help meet the needs of our community as well as improve the world around us.


Working together to help you pursue what matters most.

Significant wealth brings complexity. UBS Wealth Way helps you think about your life and wealth along three key strategies: Liquidity. Longevity. Legacy. Each is designed to work in tandem throughout your life and beyond. Together, we’ll look at every aspect of your wealth—including nurturing your family’s financial, social, and human capital. All so that we can help pass on your values and your legacy today, tomorrow and for generations to come.

Liquidity. Longevity. Legacy.

Our approach starts with questions and a discussion that help us focus on what’s really important to you. Then, we can  help you organize your financial life into three key strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

Liquidity

To help maintain your lifestyle

This strategy helps you manage cash flow for near-term expenses. It can give you the  confidence to fund short-term needs regardless of the markets, and helps reduce the  likelihood of making impulsive investment decisions during periods of market volatility. 

  • Entertainment and travel
  • Taxes
  • Purchasing a home

Longevity

To help improve the lives of others

This strategy includes the resources you’ll need over the course of  your life. It can help you gain confidence in your future by allowing you to shift your focus to meeting long-term goals rather than  trying to outperform the markets.

  • Retirement
  • Healthcare and long-term expenses
  • Second home

Legacy

To help improve the lives of others

This strategy includes all of the resources for needs that go  beyond your own. Having a Legacy strategy can boost your confidence by reframing risk based on specific legacy goals and longer timeframes.

  • Giving to family
  • Philanthropy
  • Wealth transfer over generations

Your leadership team.

Your leadership team has deep experience in the sophisticated needs of the wealthy. The team works closely with your Financial Advisor in bringing you the global resources, intellectual capital and comprehensive solutions the firm has to offer.

Julie Fox

Managing Director
Mid-Atlantic Market Head

1735 Market Street
Philadelphia, PA 19103
julie.fox@ubs.com
215-496-2067

Julie’s career started at UBS and in the industry in 2002. She received an opportunity to spearhead the UBS Global Family Office Group in 2014, which is a unique offering in the industry specifically targeting UHNW clients and their advisors.

Having five years in the field as the Metro Regional Sales Manager and seven years experience in our Capital Markets group gave Julie hands-on experience to create the Mid-Atlantic Private Wealth group. As a member of the FA Advisory Council, she insured a productive exchange of ideas and solutions, which she now puts to use to the benefit of clients in her market area.

During college at Lehigh University, she was a Division 1 tennis player and still plays frequently. She received her MBA from Fordham University. Julie previously sat on the Board of Directors of Futures and Options and co-chaired the firm's Diversity Network in the Americas and Women in Business. Together with her husband Stephen, she is raising two sons, Mason and Logan, in Long Island City, New York.

Brendan J. Graham

Director
Assistant Market Head

1735 Market Street
Philadelphia, PA 19103
brendan.graham@ubs.com
215-496-2066

Brendan’s career at UBS started in 2013 as a member of the Graduate Talent Program. During his two years in the program, he gained experience on the Fixed Income, Lending and Insurance Sales Desks.

In 2015, Brendan joined the Private Wealth Management Leadership team working with various ultra-high-net-worth specialists. In this role, he worked closely with the Investment Platforms & Solutions group to deliver the firm's offerings to Private Wealth Advisors and clients. In 2018, Brendan joined the Mid Atlantic PWM management team as the Assistant Market Head. He was drawn to Private Wealth Management through an interest in helping individuals and families achieve their personal and financial goals.

In his free time, Brendan enjoys golf, tennis, cycling/spinning and reading. Brendan currently holds FINRA Series 7, 9, 10 and 66 licenses and received his BSM in Finance from Tulane University in New Orleans, LA.

Patricia Mosca

Director
Market Administrative Officer

1735 Market Street
Philadelphia, PA 19103
patricia.mosca@ubs.com
215-496-2064

Pat began her career in the early 90's and has over 20+ years of experience in the financial services industry. She joined UBS in October 2017 and has her FINRA Series 7, 66, 9/10 & 24 and a Bachelor of Business Administration degree in Finance & Business Law from Temple University.

Pat started her career at Legg Mason on the OTC trading desk. During her career she worked in various roles in investment banking, insurance and brokerage. In 2017, Pat joined UBS Private Wealth Management as an Administrative Manager covering the satellite branches. In her current role, Pat works closely with Financial Advisors and Team Associates to deliver exceptional service.

Pat participated in the Leading the Future program in 2018. She enjoys cycling, cooking and participating in 5K races. In her free time, Pat enjoys travelling, attending football games and antique hunting. She is a Philadelphia native and lives with her husband & pup Molly in South Jersey. She is an avid sports fan and enjoys spending time with family and friends at the Jersey shore.

Claudel Demosthene

Director
Market Supervisory Officer

1735 Market Street
Philadelphia, PA 19103
claudel.demosthene@ubs.com
215-496-2081

Claudel 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. 


Let’s start a conversation.

Your goals and aspirations, your family and business, the legacy you want to leave behind—these are the things that drive you. They are also the very things that inspire us to craft an exclusive plan for you. To explore how we may serve you and your family’s needs, please contact us. And experience the UBS difference.

UBS Financial Services Inc.

1735 Market Street, 35th Floor
Philadelphia, PA 19103
215-496-2000

UBS Financial Services Inc. regional offices

Washington DC

1501 K Street, NW, 11th Floor
Washington, DC 2005
202-585-4000

Baltimore, MD

500 East Pratt Street, 11th Floor
Baltimore, MD 21202
410-576-3246

Pittsburgh, PA

4000 Town Center Blvd.
Suite 100
Canonsburg, PA 15317
724-416-6072