Experience

Makes all the difference

For nearly four decades, our team of dedicated financial advisors has provided generations of families with individually tailored financial planning, customized investing and comprehensive wealth management strategies.

Mark Fendrick, CFP

Managing Director–Wealth Management

Financial Advisor

Mark D. Fendrick, CFP®, Managing Director, Wealth Management, has been licensed since 1983. Following a successful 25-year career with Morgan Stanley, Mark joined UBS in November of 2008. Mark earned a BS in Accounting at University of Delaware and an MBA with concentration in Investment Management from Drexel University. Mark is also a CERTIFIED FINANCIAL PLANNER™. Mark is involved in his community, Past President of Temple Beth Sholom, Past Board Member and Finance Committee Member of Our Lady of Lourdes Hospital, Board Member of Jewish Community Foundation and Co-Chair of the Investment Committee, and Board Member of Jewish Federation of Southern New Jersey.

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • MA
  • MD
  • MI
  • MN
  • NC
  • NH
  • NJ
  • NY
  • OH
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WV

Recognized as an industry leader:

  • Barron's Top 1,000 Financial Advisors, 2011, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
  • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025
    The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
  • Forbes America's Top Wealth Advisors, 2017, 2019, 2020, 2021, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • Drexel University, MBA with concentration in Investment Management
  • University of Delaware, BS in Accounting

Credentials

  • CERTIFIED FINANCIAL PLANNER®
  • Senior Portfolio Manager
  • Wealth Advisor
1800 North Military Trail
Suite 300
Boca Raton, FL 33431

Email Me

mark.fendrick@ubs.com
Mark Fendrick, CFP
1800 North Military Trail,Boca Raton,FL,33431

Jamison A. Licausi, CFP

Senior Vice President–Wealth Management

Jamison A. Licausi, CERTIFIED FINANCIAL PLANNER™ has been helping clients build and preserve their wealth since 2004. The Fendrick Group is a key player, managing over $1.5 Billion in assets. Jamison advises clients on all aspects of personal and business matters.

Jamison started his career with a municipal bond firm in Northern New Jersey. He was recruited by the Morgan Stanley Providence, RI office in 2005. Two years later, he partnered with Mark Fendrick in Cherry Hill, NJ to form the Fendrick Group.

Jamison lives in Moorestown, NJ with his wife Rachel, and children Claire, Jamison, and Jane. Jamison was a collegiate golfer and has won multiple club championships. 

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • MA
  • MD
  • MI
  • MN
  • NC
  • NH
  • NJ
  • NV
  • NY
  • PA
  • SC
  • TX
  • UT
  • VA
  • VT
  • WV

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • Moravian College in Bethlehem, PA, BA in Business Management

Credentials

  • CERTIFIED FINANCIAL PLANNER®
  • Senior Portfolio Manager
  • Wealth Advisor
501 Fellowship Road
Suite 302
Mt. Laurel, NJ 08054

Email Me

jamison.licausi@ubs.com
Jamison A. Licausi, CFP
501 Fellowship Road,Mt. Laurel,NJ,08054

David A. Ostrum, CFP

Senior Vice President–Wealth Management

Financial Advisor

David A. Ostrum, CFP®, has been a professional in investment banking and wealth management since 2008. He holds a Bachelor of Science in Finance from Pennsylvania State University and a Master of Business Administration from Temple University's Fox School of Business. David began his career at J.P. Morgan Chase in their investment bank, where he completed his training in London, England, specializing in foreign exchange and international equity, before advancing to the role of finance manager supporting the equity trading desk.

In 2014, David joined UBS as a wealth planning consultant with a goal of becoming a financial advisor on an industry-leading wealth management team. Today, he is an industry-recognized advisor with the FLO Wealth Management team. In this capacity, he performs a multifaceted role, collaborating closely with clients to achieve their long-term financial objectives. His expertise encompasses developing personalized investment strategies and comprehensive financial plans, providing guidance and advice for complex financial decisions.

Residing in Moorestown, NJ, David lives with his wife Lindsay and their three children: Emily, Griffin, and Austin. He is actively involved in coaching his children's sports teams and is a dedicated Philadelphia sports enthusiast. Additionally, David contributes to his community through his service as a Board Member and Finance Chairman of the Jewish Federation of Southern New Jersey and as a Board Member of the Jewish Community Foundation. He also co-chairs the Foundation’s Endowment Investment Committee. In 2023, he was honored with the Young Leadership Award from the Jewish Federation of Southern New Jersey.

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • MA
  • MD
  • ME
  • MI
  • MN
  • NC
  • NH
  • NJ
  • NY
  • PA
  • SC
  • TX
  • UT
  • VA
  • VT
  • WV

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
  • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
  • UBS Wealth Management Director’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • Temple University's Fox School of Business, MBA
  • Pennsylvania State University, BS in Finance

Credentials

  • CERTIFIED FINANCIAL PLANNER®
501 Fellowship Road
Suite 302
Mt. Laurel, NJ 08054

Email Me

david.ostrum@ubs.com
David A. Ostrum, CFP
501 Fellowship Road,Mt. Laurel,NJ,08054

Monique Karpen-Titlemore

Investment Associate

Registered States:
  • FL
  • NJ
  • NY
  • PA
501 Fellowship Road
Suite 302
Mt. Laurel, NJ 08054

Email Me

monique.karpen@ubs.com
Monique Karpen-Titlemore
501 Fellowship Road,Mt. Laurel,NJ,08054

Alec Fendrick

Wealth Strategy Associate

Registered States:
  • CA
  • CO
  • CT
  • DE
  • FL
  • MA
  • MD
  • ND
  • NJ
  • NY
  • PA
501 Fellowship Road
Suite 302
Mt. Laurel, NJ 08054

Email Me

alec.fendrick@ubs.com
Alec Fendrick
501 Fellowship Road,Mt. Laurel,NJ,08054

Kathy Calo

Client Associate

501 Fellowship Road
Suite 302
Mt. Laurel, NJ 08054

Email Me

kathy.calo@ubs.com
Kathy Calo
501 Fellowship Road,Mt. Laurel,NJ,08054

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