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.

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Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, MI, NC, NJ, NV, NY, OH, OR, PA, RI, SC, TX, VA, WV

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.

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Registered States:
CA, CO, CT, DC, DE, FL, IL, MA, MD, NC, NJ, NY, OH, OR, PA, SC, TX, VA, WV

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.

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Registered States:
AZ, CA, CO, CT, DC, DE, FL, IL, MA, MD, MI, NC, NJ, NV, NY, OR, PA, TX, VA

As the team's Registered Client Service Associate (CSA), Paul Hofmann enhances the day-to-day client experience of Prism Wealth Consultants by providing both operational and administrative support.

Paul began his Financial Services career in 1999, with Alex. Brown and Sons.  He joined UBS in November of 2010, after four years of service at Bank of America Merrill Lynch.  Paul earned his business administration degree from Towson University, with a concentration in finance.  He holds his Series 7, 63 and 65 securities licenses.

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Julie Fox is the Market Head of the Mid-Atlantic Private Wealth Market business.

Previously, she served as National Sales Manager and led our sales effort for both the Field Sales team and the sales organization. She was responsible for the sales strategy and direction of all field-facing resources both internally and externally to ensure consistency across our sales efforts in how we deliver products and solutions to Financial Advisors and clients.

A 17-year veteran of UBS, Julie was instrumental in launching the UBS Global Family Office Group, a unique offering in the industry serving the needs of UHNW clients and their Advisors. Julie spent five years in the field in key branch roles as the Metro Regional Sales Manager. She also has seven years of experience in our Capital Markets group leading an array of teams and businesses. Additionally, Julie served as the management liaison between the FA Advisory Council and home office, ensuring a productive exchange of ideas and advisor-informed solutions. She also is the former co-chair for the firm's Diversity Network (All Bar None) in the Americas.

Julie played collegiate Division I tennis at Lehigh University and still plays frequently in New York City. She holds her executive M.B.A. from Fordham University. She has served on several non-profit boards in New York City. Julie, her husband Stephen, and sons Mason and Logan live in Long Island City, New York.

Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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.

Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Pat Mosca began her career in the early 90's and has over 20+ years of experience in the financial services industry. She joined UBS in October 2017 and has her FINRA Series 7, 66, 9/10 & 24 and a Bachelor of Business Administration degree in Finance & Business Law from Temple University.

Pat started her career at Legg Mason on the OTC trading desk. During her career she worked in various roles in investment banking, insurance and brokerage. In 2017, Pat joined UBS Private Wealth Management as an Administrative Manager covering the satellite branches. In her current role, Pat works closely with Financial Advisors and Team Associates to deliver exceptional service.

Pat participated in the Leading the Future program in 2018. She enjoys cycling, cooking and participating in 5K races. In her free time, Pat enjoys travelling, attending football games and antique hunting. She is a Philadelphia native and lives with her husband & pup Molly in South Jersey. She is an avid sports fan and enjoys spending time with family and friends at the Jersey shore.

Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, 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.

Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY