UBS Wealth Management today announced that Financial Advisor Adam Conish has joined the firm in Philadelphia. He manages approximately $1.2 billion in assets.
Conish joins the UBS Mid-Atlantic Market, which is led by Market Executive Brendan Graham and is part of the firm's Southeast Region, led by Regional Director Julie Fox. Conish reports to Patricia Cashin, Senior Market Director for the Greater Philadelphia area.
"We are delighted to welcome Adam to UBS," said Brendan Graham, Mid-Atlantic Market Executive at UBS. "Our world class wealth management platform is built on cutting edge resources and productive advisors like Adam. We look forward to supporting him in this important and growing region."
"Adam is an extremely talented financial advisor with decades of experience and a unique focus on advising foundations, endowments and non-profit organizations," said Patricia Cashin, Senior Market Director, UBS. "We are continuing to invest in our talent, and grow our capabilities, to provide even more services and offerings to meet the complex financial needs of our clients. The addition of an advisor of Adam's caliber is key to this strategy."
He brings decades of experience in financial services to UBS and spent the past 20 years in a variety of positions at Glenmede, including Director of Endowment & Foundation Management, and previously as a Portfolio Manager. He cofounded the firm's Outsourced Chief Investment Officer (OCIO) program and was part of senior leadership. Prior to joining Glenmede, Adam held roles at Schlarbaum Capital Management, a long short equity hedge fund, and at Van der Moolen Options, as an equity options specialist. He holds a Bachelor of Science degree in economics from The Wharton School of the University of Pennsylvania. Adam is also a Charted Financial Analyst (CFA®).
Notes to Editors
About UBS
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