Who's Moving Where In Wealth Management? – UBS

Editorial Staff

16 June 2026

UBS
UBS Wealth Management said yesterday that former Glenmede senior figure financial advisor Adam Conish has joined in Philadelphia. He manages about $1.2 billion in assets.

Conish has joined the UBS Mid-Atlantic Market, which is led by market executive Brendan Graham; it 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.

He brings decades of experience in financial services to UBS. He spent the past 20 years in a variety of positions at Glenmede, including director of endowment and foundation management, and previously as a portfolio manager. He co-founded the firm’s Outsourced Chief Investment Officer program and was part of the senior leadership. Prior to joining Glenmede, Conish worked at Schlarbaum Capital Management, a long/short equity hedge fund, and at Van der Moolen Options, as an equity options specialist.

At the start of June, UBS Wealth Management USA made two leadership appointments in its Southeast Wealth Management region.

In other developments from UBS, it said in its recent UBS Global Family Office Report 2026 that geopolitical conflict has emerged as the top risk across both short- and long-term horizons, while concerns over global debt levels and recession threats are rising.