Uhlmann Price Securities Enhances Retirement Services with New Leadership Appointment

Uhlmann Price Securities has made a significant move to strengthen its retirement plan services by appointing Matthew Barbera as the Senior Vice President of 401(k) and Retirement Plan Services. With over 25 years of experience in the financial sector, Barbera’s appointment marks a pivotal step for the firm as it continues to evolve its retirement offerings in alignment with the needs of modern investors.

A Wealth of Experience

Matthew Barbera arrives at Uhlmann Price with an impressive track record of navigating the complexities of the retirement planning landscape. His experience is marked by a commitment to excellence in three key areas of retirement planning: Plan Design, Investment Management, and Employee Education.

Plan Design

One of Barbera’s primary responsibilities will involve designing retirement plans that align with corporate objectives while ensuring compliance with regulatory standards. His strategic approach involves crafting tailored solutions that not only meet legal requirements but also serve to enhance the overall employee experience.

Investment Management

Barbera also brings valuable insight into investment management, providing fiduciary oversight of investment options at every level of plan design. This is crucial for ensuring that investment choices align with the best interests of plan participants, thereby fostering confidence and promoting a sense of security among employees.

Employee Education

Moreover, Barbera emphasizes the importance of empowering employees through education. He aims to ensure that participants possess the knowledge and resources necessary to make informed financial decisions throughout their retirement journey.

Bridging Institutional Plans with Personal Wealth

In his new role, Barbera will closely collaborate with the Uhlmann Price Wealth Management team. This strategic partnership seeks to bridge the gap between institutional retirement plans and individual financial aspirations, allowing plan participants access to bespoke financial and retirement planning guidance tailored to their unique circumstances.

Alan Konn, Managing Member and Head of Wealth Management at Uhlmann Price, expressed excitement about Barbera’s appointment, stating, “Matthew's experience and fiduciary-first mindset make him an asset to our team. 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.”

About Uhlmann Price Securities

Founded in 1997 by Fred Uhlmann, a former President of the Board of Trade, Uhlmann Price Securities has established itself as a full-service financial institution dedicated to offering diversified investment solutions and personalized wealth management services. The firm prides itself on its commitment to integrity and excellence, serving a wide array of clients, including individuals, families, and institutional plan sponsors.

With Barbera's appointment, Uhlmann Price Securities is poised for further growth in its retirement services sector, positioning itself as a leader in providing tailored financial solutions. Matthew Barbera can be reached directly at 312-264-4340 or via email at [email protected]

As Uhlmann Price Securities continues to expand its offerings, clients can expect a renewed focus on both service and innovative financial strategies aimed at achieving long-term retirement success.