UBS Hires Financial Advisor Adam Conish in Philadelphia

Key Terms

outsourced chief investment officer (ocio) financial

An outsourced chief investment officer (OCIO) is an outside firm or individual hired to design and run an organization’s investment program instead of using internal staff. Think of it like hiring a professional driver to steer a car you own: the OCIO makes day‑to‑day investment choices, sets risk limits and selects managers, which directly affects returns, costs and how well the portfolio meets the owner’s financial goals — information investors use to judge performance and risk.

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A long short equity hedge fund is a pooled investment vehicle that buys stocks it expects to rise (long) and borrows and sells stocks it expects to fall (short), aiming to profit from both correct calls while reducing exposure to overall market swings. For investors it matters because this strategy can smooth returns and protect capital in down markets, but success depends heavily on the manager’s stock-picking skill and use of leverage; think of it as betting on winners and losers at the same time to focus on skill rather than broad market trends.

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An equity options specialist is a designated trader or firm on an exchange whose job is to keep trading in a particular stock option smooth by continuously offering to buy and sell and managing large differences between orders. Think of them as a traffic manager or on-call market maker who helps ensure you can trade an option quickly and at fair prices; their activity affects liquidity, bid-ask spreads and how reliably investor orders are filled.

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A chartered financial analyst (CFA) is a professional credential awarded to investment professionals who pass a series of rigorous exams and agree to a strict code of ethics. For investors, the CFA label is like a professional licence: it signals tested knowledge in analyzing investments, building and managing portfolios, and a commitment to ethical conduct, which can increase trust in someone’s investment advice or stewardship of funds.

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PHILADELPHIA--(BUSINESS WIRE)-- 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
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. It also provides diversified asset management solutions and focused investment banking capabilities. UBS manages 7 trillion dollars of invested assets as per the fourth quarter 2025. UBS helps clients achieve their financial goals through personalized advice, solutions and products. Headquartered in Zurich, Switzerland, the firm is operating in more than 50 markets around the globe. UBS Group shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

© UBS 2026. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS.

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Media Contact:
Scott Gamm
Strategy Voice Associates
scott@strategyvoiceassociates.com

https://www.ubs.com

Source: UBS Wealth Management