Uhlmann Price Securities has appointed Matthew Barbera as senior vice president of 401(k) and Retirement Plan Services.
Barbera has worked exclusively on plan design and compliance services, along with investment management and employee education. He also serves as a 3(21) or 3(38) fiduciary on plans.
In his new role, Barbera will work in close coordination with the Uhlmann Price Wealth Management team. The collaboration aims to bridge the gap between institutional retirement plans and individual financial goals, stated Uhlmann Price Securities in a release.
“Matthew’s experience and fiduciary-first mindset make him an asset to our team,” said Alan Konn, managing member and head of Wealth Management at Uhlmann Price. “By integrating his expertise with our wealth management capabilities, we provide a holistic approach to retirement, one that looks beyond the plan itself to the benefit of the individual participant.”
Uhlmann Price Securities is a full-service financial services firm serving individuals, families, and institutional plan sponsors. Uhlmann Price was founded by Fred Uhlmann, a former President of the Board of Trade, in 1997, to serve the investment needs of high net worth and institutional clientele.