UBS Wealth Management announced that financial advisor Adam Conish has joined the firm in Philadelphia. Conish 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. He reports to Patricia Cashin, Senior Market Director for the Greater Philadelphia area.
Conish brings decades of financial services experience to UBS. He spent the past 20 years at Glenmede in several roles, including Director of Endowment & Foundation Management and Portfolio Manager. He also co-founded Glenmede’s Outsourced Chief Investment Officer program and was part of the firm’s senior leadership team.
Before joining Glenmede, Conish held roles at Schlarbaum Capital Management, a long-short equity hedge fund, and Van der Moolen Options, where he worked as an equity options specialist.
Conish holds a Bachelor of Science degree in economics from The Wharton School of the University of Pennsylvania. He is also a Chartered Financial Analyst.
UBS said the hire supports its continued investment in talent and capabilities across the Philadelphia market.
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“We are delighted to welcome Adam to 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.”
Brendan Graham, Mid-Atlantic Market Executive at UBS
“Adam is an extremely talented financial advisor with decades of experience and a unique focus on advising foundations, endowments and non-profit organizations. 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.”
Patricia Cashin, Senior Market Director at UBS
