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UBS Hires Financial Advisor Adam Conish in Philadelphia

  • UBS Wealth Management announced that Financial Advisor Adam Conish has joined the firm in Philadelphia with approximately $1.2 billion in assets.
  • Conish joins the UBS Mid-Atlantic Market, led by Brendan Graham, which is part of the Southeast Region led by Julie Fox, while reporting to Senior Market Director Patricia Cashin for the Greater Philadelphia area.
  • UBS executives highlighted Conish's decades of experience, unique focus on foundations, endowments, & non-profits, & his role in supporting the firm's growth strategy in the region.
  • Prior to UBS, Conish spent 20 years at Glenmede in various roles including Director of Endowment & Foundation Management, Portfolio Manager, & cofounder of the Outsourced Chief Investment Officer (OCIO) program.
  • His earlier career included positions at Schlarbaum Capital Management & Van der Moolen Options as an equity options specialist.
  • Conish holds a Bachelor of Science in economics from The Wharton School of the University of Pennsylvania & is a Chartered Financial Analyst (CFA ®).
  • UBS manages $7 trillion in assets as of the fourth quarter 2025 & operates in over 50 markets globally with headquarters in Zurich, Switzerland.
  • The press release is dated June 15, 2026, with media contact Scott Gamm of Strategy Voice Associates.