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, MN, NC, NH, NJ, NY, PA, SC, TN, TX, VA, VT

Jamison A. Licausi, CERTIFIED FINANCIAL PLANNER™ has been helping clients since 2004. Jamison started his career with a municipal bond firm in Northern New Jersey. He then was recruited by the Morgan Stanley Providence, RI office in 2005. He transferred in 2007 to the Cherry Hill branch to join The Fendrick Group. Jamison moved to UBS with the team in November of 2008. Jamison graduated from Moravian College in Bethlehem, PA with a BA in Business Management. Jamison lives in Mount Laurel, NJ with his wife Rachel, daughter Claire and son Jamison.

Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, MN, NC, NJ, NV, NY, OH, PA, SC, TN, TX, VA, VT

David A. Ostrum, CFP^®, joined the Fendrick Group in 2014. David earned a BS in Finance at Pennsylvania State University and an MBA from Temple University's Fox School of Business. David started his career in 2008 at Northwestern Mutual in Philadelphia. He then took an opportunity to work with J.P. Morgan Chase in their investment banking division. He did his training in London, England, specializing in foreign exchange and international equity, and later became a finance manager supporting their equity trading desks. David lives in Marlton, NJ with his wife Lindsay and daughter Emily.

Registered States:
AL, AR, AZ, CA, CO, CT, DE, FL, GA, IL, MA, MD, MN, NC, NJ, NY, PA, SC, TN, TX, VA

Registered States:
FL, NJ, NY, PA