Global access. Strategic solutions.

Private Wealth Management

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Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. Then we’ll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  •  David Stack

    David Stack, CAIA

    Senior Vice President–Wealth Management

    Financial Advisor

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    Dave Stack, CAIA® discovers non-traditional opportunities for Prism Wealth Consultants clients to build long-term wealth, especially in challenging economic times.

    As one of the first six Chartered Alternative Investment Analysts in Maryland, Dave's experience and expertise enable him to offer sound advice on (and access to) Alternative Investments, which continue to receive more attention from institutions and families with great wealth. He has worked as a financial advisor for over thirty years at leading institutions, including PaineWebber (acquired by UBS), Morgan Stanley and Merrill Lynch.

    Dave is a graduate of Loyola University Maryland in Baltimore. He serves on the Board of Trustees for Horizon Day Camp. Additionally, he has also been on the boards and finance committees of the Children's Cancer Foundation, Chesapeake Shakespeare Company, and University of Maryland Medical Foundation.

      • Loyola University Maryland
      • Chartered Alternative Investment Analyst®
      • Senior Portfolio Manager
      • Private Wealth Advisor
      307 International Circle
      4th Floor
      Hunt Valley, MD 21030
    • Mitchell Jay Brown

      Mitchell Jay Brown

      Vice President–Wealth Management

      Financial Advisor

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      Mitchell Brown connects individuals and families to non-traditional opportunities to build long-term wealth, leveraging direct access to leadership within UBS Investment Bank, UBS Wealth Management, and UBS Asset Management. Mitchell works with Prism Wealth Consultants clients to deliver solutions in the areas of: non-traditional and customized investments, tailored lending and credit, private equity and hedge fund financing, private markets financing, executive compensation and concentrated stock holdings.

      Mitchell has over thirty-five years of experience on Wall Street, both as a client and an advisor.  He began his career in Institutional Fixed Income at Goldman Sachs, before covering high net worth and ultra-high net worth individuals, families and hedge funds for Credit Suisse in New York and Baltimore.

      Mitchell earned his MBA from NYU Stern Business School and a BA from Middlebury College (where he was on the squash and lacrosse teams). He also studied at the London School of Economics.

        • NYU Stern Business School , MBA
        • Middlebury College , BA
        • London School of Economics
        • Private Wealth Advisor
        307 International Circle
        Suite 440
        Hunt Valley, MD 21030
      •  Sean Patrick McElroy

        Sean Patrick McElroy, PWA

        Senior Wealth Strategy Associate

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        Sean McElroy, PWA focuses on portfolio construction, client service and education, and financial planning for Prism Wealth Consultants.

        Sean believes the purpose of wealth is to maximize life. Since beginning his career at Millennium Partners, Sean's dual roles as a client and advisor uniquely positions him to uncover client needs, find relevant resources, and deliver meaningful advice. As a portfolio management analyst for Northrop Grumman's multi-billion dollar pension and 401(k) plans, he has been a client of prominent Wall Street firms. Sean has evaluated hundreds of investment presentations, focused on portfolio manager screening, due diligence and selection, as well as ongoing monitoring. He also passed Level I of the CFA exam set.  Sean evaluated and supported the transition of 401(k) options to indexed investment vehicles, and negotiated fees for some of those options, helping hundreds of thousands of people save money.

        After Northrop Grumman, Sean earned his MBA from Loyola University Maryland and became Operations Director for Baltimore Angels, Baltimore's largest group of venture capital investors. In this role, and as Director of Membership and Partnerships at Betamore, he was responsible for providing advice and connectivity to accredited investors and businesses, specifically focused on wealth creation.

        Sean is passionate about improving community connectivity around positive social and economic impact. He has held (or holds) volunteer leadership roles at the following organizations: Cristo Rey Jesuit High School, Church of the Nativity, Baltimore Chamber Orchestra, and Marathon Youth Ministry.

          • Loyola University Maryland, MBA
          • Private Wealth Advisor
          307 International Circle
          4th Floor
          Hunt Valley, MD 21030
        •  Tim McElroy

          Tim McElroy

          Client Associate

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          Tim McElroy is the team's Client Service Associate (CSA), enhancing the day to day client experience of Prism Wealth Consultants by providing both operational and administrative support.

          Tim began his Finance career at the Knights of Columbus headquarters in New Haven, CT as a Credit Analyst, where he specialized in Fixed Income research and oversaw the company’s Church Loan Program. Prior to joining UBS, Tim worked for Morgan Stanley as a Municipal Analyst for the Institutional Fixed Income Desk, and became Director of Advisory Trade Support for Morgan Stanley Wealth Management, assisting in the day to day Operations for both Financial Advisors and Money Managers.

          Tim is an avid New York Giants fan, and co-founder of Connecticut Young Professionals, a statewide networking organization committed to getting young professionals more involved in their communities. Tim has held (or holds) volunteer positions at Bmore Votes, Meals on Wheels, and Church of the Nativity in Timonium, MD.

                307 International Circle
                4th Floor
                Hunt Valley, MD 21030
              •  Brendan James Graham

                Brendan James Graham

                Executive Director

                Branch Manager

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                Brendan Graham's career at UBS started in 2013 as a member of the Graduate Talent Program. During his two years in the program, he gained experience on the Fixed Income, Lending and Insurance Sales Desks.

                In 2015, Brendan joined the Private Wealth Management Leadership team working with various ultra-high-net-worth specialists. In this role, he worked closely with the Investment Platforms & Solutions group to deliver the firm's offerings to Private Wealth Advisors and clients. In 2018, Brendan joined the Mid Atlantic PWM management team as the Assistant Market Head and became Branch Manager for the Northeast PWM market in 2020. He was drawn to Private Wealth Management through an interest in helping individuals and families achieve their personal and financial goals.

                In his free time, Brendan enjoys golf, tennis, cycling/spinning and reading. Brendan currently holds FINRA Series 7, 9, 10 and 66 licenses and received his BSM in Finance from Tulane University in New Orleans, LA.

                  • Tulane University in New Orleans, LA, BSM in Finance
                    1735 Market Street
                    Mellon Bank Center
                    Philadelphia, PA 19103
                  •  Claudel Demosthene

                    Claudel Demosthene

                    Director

                    Supervisory Officer

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                    • LA
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                    • MD
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                    • MI
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                    • NC
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                    • WY

                    Claudel Demosthene started his career as a Financial Advisor with Ameriprise. He later Joined Merrill Lynch where he spent the next 15 years in the industry. Claudel joined UBS Private Wealth in 2018 as the Market Supervisory Officer for the Mid Atlantic Market.

                    In his current role, Claudel works primarily with advisors to supervise activities and ensure adherence to policies. He has his FINRA Series 7, 66, 9/10 & 24 as well as NJ Life, Health and Accident insurance licenses and a Bachelor of Arts with Concentration in Economics degree from the University of Pennsylvania in Philadelphia.

                    Claudel is an avid sports fan and enjoys taking on home improvement projects in his free time. He also loves to spend time with his wife and their 3 children.

                      • University of Pennsylvania, Bachelor of Arts with Concentration in Economics degree
                        1735 Market Street
                        Mellon Bank Center
                        Philadelphia, PA 19103
                      UBS Wealth Way

                      UBS Wealth Way

                      Change your community. Change the world.

                      Change your community. Change the world.

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                      Executive decisions

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                      $2.8 trillion

                      In invested assets globally 
                      As of 06/30/2022

                      51 countries

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                      UBS is a world-leading wealth manager