Understanding

Guiding complex decisions with experience and perspective

John is a Managing Director and Senior Portfolio Manager at The Garvey Clark Hooper Wealth Management Group. He works with business owners, senior executives, medical professionals and multigenerational families facing complex financial decisions. His work centers on estate and legacy planning, business succession and exit planning, executive compensation and long-term investment strategy. As a UBS Institutional Consultant and Private Wealth Advisor, John focuses on portfolio oversight, helping align his clients’ investment decisions with their broader planning objectives and real-world responsibilities.

John is the senior member of our multi-generational advisory team, which is structured to support families over the long term. Our team draws on a range of experience and perspectives to deliver tailored, relevant guidance as your family, assets and responsibilities evolve. His goal is to provide continuity to his clients today, and a consistent advisory presence designed to endure across generations.

After three decades at UBS, John has developed deep institutional knowledge of the firm’s capabilities, tools and global platform. He has built strong internal relationships he can leverage to help clients access target advice and tailored solutions as their situations grow more complex. In a profession shaped by constant change, John believes longevity, judgment and institutional knowledge are meaningful advantages for clients making long-term decisions.

A disciplined approach to long-term responsibility

John approaches wealth management with the understanding that financial decisions often reflect far more than numbers. For many clients, wealth represents years of effort, risk and responsibility, along with expectations for future generations. His role is to help clients think carefully about those responsibilities and make decisions that balance opportunity with discipline, particularly during periods of transition.

John holds the Private Wealth Advisor and UBS Institutional Consultant designations, a distinction earned by only a small number of UBS advisors. This dual designation allows him to provide both highly personalized private wealth advice to individuals and institutional level planning, investment policy and financial guidance for nonprofit and institutional organizations such as foundations and endowments.

John believes the firm behind the advice matters. The global presence and focus on private wealth management at UBS means his clients’ assets are supported by a powerful institution with long-term perspective. His objective is to help clients feel comfortable in their financial decisions and the platform supporting them.

Serving families across generations with clarity and continuity

Matt is a Senior Vice President and Private Wealth Advisor at The Garvey Clark Hooper Wealth Management Group with over 20 years of experience working with multigenerational families. His focus is on comprehensive financial planning, retirement and education planning, estate and legacy strategies and securities-backed lending. As a Senior Portfolio Manager, Matt is actively involved in portfolio design and oversight, while also coordinating the team’s wealth management process to help ensure strategies are implemented thoughtfully and adjusted as needed.

Working with a highly collaborative, multigenerational advisory team allows Matt to support families over time, not just at a single point of need. The team brings together advisors with different experiences and perspectives, which helps conversations stay practical, balanced and grounded as families and responsibilities evolve. By working closely with families across generations, the team helps keep everyone aligned, providing continuity and consistency even as life inevitably changes.

Matt has spent his entire career at UBS, building deep institutional knowledge of the firm’s tools, offerings and global capabilities. His wide internal and external network helps him efficiently find solutions and make referrals for his clients when their needs become more complex. In an industry that changes constantly, Matt focuses on the stability and longevity of his team and the powerful resources of UBS to serve his clients.

Thoughtful planning backed by experience and purpose

Matt approaches wealth management with the understanding that money decisions are rarely just financial. They are often tied to family dynamics, long-term responsibilities and the desire to do the right thing for the people who matter most. His role is to help families cut through complexity, organize competing priorities and move forward with a better sense of direction and purpose.

He believes good advice should feel steady and grounded, especially when decisions feel overwhelming. Rather than leading with products or predictions, Matt focuses on thoughtful planning, clear communication and follow-through. He works closely with clients to help them understand their options, weigh trade-offs and make decisions that align with both their goals and their values.

Matt is a Private Wealth Advisor and a UBS Institutional Consultant. This dual designation, held by only a small group of UBS Advisors, allows him to support high- and ultra-high net worth (UHNW) families as well as institutional organizations such as foundations and endowments.

Matt places strong emphasis on where assets are held. He believes the platform supporting a financial plan is just as important as the plan itself. For Matt, that support means families can spend less time making decisions and more time living the lives they’ve worked hard to build.

Bringing multiple generations into one coordinated plan

Brady is a Senior Vice President and Private Wealth Advisor at The Garvey Clark Hooper Wealth Management Group who works with families focused on building, managing and transitioning wealth over time. His work emphasizes comprehensive financial planning, investment planning, retirement and education planning, estate and legacy strategies and securities-backed lending. He brings a planning-first approach to every client relationship, helping families align their financial decisions with both near-term priorities and long-term goals.

As a CERTIFIED FINANCIAL PLANNER®, Brady focuses on customizing investment strategies and financial solutions to help pursue each client’s needs, goals and circumstances. Clients value his ability to translate complex ideas into practical, flexible plans that can evolve as life, markets and responsibilities change.

Brady is part of a collaborative, multi-generational advisory team structured to support high- and ultra-high net worth (UHNW) families. He is a millennial advisor with nearly 15 years of experience in an industry where younger advisors are rare, bringing a fresh perspective that helps bridge generations. Each member of the team contributes different life experiences and viewpoints, allowing the team to provide advice that stays relevant, balanced and forward-looking as wealth moves across generations. For families, this approach creates continuity today while building relationships designed to last well into the future.

Continuity, commitment and thoughtful stewardship

Brady approaches wealth management with the belief that strong relationships are built through consistency, accountability and follow-through. He helps families think not only about today’s decisions, but about how those decisions will shape opportunities and responsibilities for future generations. He balances careful planning with progress, keeping conversations focused, practical and actionable.

Brady’s commitment to long-term stewardship is shaped by a deep family connection to the firm and the profession. His grandfather, Raymond H. Welsh, spent his entire 60-year career at UBS and was the person who first introduced Brady to the business. This early exposure gave Brady an appreciation for consistency, client relationships built over decades and the responsibility that comes with advising families across generations. That perspective continues to influence how he approaches his work today.

Collaboration and experience

After graduating from the University of Michigan, Cindy began her career in wealth management. She brings almost 20 years of experience, having begun her career with UBS in 2007. After spending six years at Morgan Stanley as a senior registered associate, she returned to UBS and the Garvey-Clark Wealth Management Group in 2014. Cindy values the team’s deeply collaborative culture and the way their collective experience, specialized knowledge, and shared commitment come together to deliver exceptional outcomes for clients.

A client-first approach to relationship management

With nearly two decades of experience supporting high net worth clients, Cindy understands that strong relationships are built on responsiveness, trust, and clear communication. Relationship management is the cornerstone of her role, and she is often the first point of contact for clients when questions arise or needs emerge.

Cindy plays a central role in shaping the client experience, helping ensure interactions with the team are seamless, efficient, and personal.

In addition to her relationship management responsibilities, Cindy supports business development initiatives, helps clients understand a broad range of wealth management solutions, and serves as the team’s lending and 529 plan specialist. Her ability to connect clients with the right resources at the right time is a key contributor to the team’s long-standing client relationships and overall service excellence.

Commitment to growth and community

Cindy is engaged in UBS’s All Bar None (ABN) professional development community, reflecting her commitment to continuous growth, collaboration, and the advancement of women within the financial services industry. She is also a member of the Development Council at Gwynedd Mercy Academy Elementary and remains closely connected to the school’s broader community.

Outside of the office, Cindy enjoys college football, spinning, and values time spent with her family. She is especially inspired by her two young daughters, who motivate her to work hard, embrace new challenges, and not be afraid to try—and learn—along the way.

A key member of the team

Matt Mehallick joined UBS in 2014 after graduating from The Smeal College of Business at Penn State University. Since then, he has become an integral member of the Garvey-Clark Wealth Management team, valued for his analytical mindset, investment expertise, and collaborative approach. Matt enjoys working with clients and learning the stories behind their success, and he takes pride in helping translate those stories into thoughtful, long-term investment strategies.

Investment leadership and analytical expertise

Matt’s primary focus is identifying, implementing, and monitoring investment opportunities for clients. He oversees the team’s investment committee for its Portfolio Management Program (PMP) portfolios, helping guide portfolio construction, manager selection, and ongoing investment oversight. In this role, Matt works closely with the team’s advisors to ensure portfolios remain aligned with client objectives, market conditions, and long-term strategy.

In addition to his investment leadership responsibilities, Matt assists with client reporting and financial planning, helping deliver clear, insightful analysis that supports informed decision-making. He is the team’s specialist for separately managed accounts, alternative investments, and donor-advised funds, providing subject-matter expertise and operational support across these more complex planning and investment solutions. His attention to detail and disciplined approach help enhance both the investment process and the overall client experience.

Outside UBS

Matt resides in Phoenixville, Pennsylvania with his wife and two daughters. They are active members of St. Eleanor Parish in Collegeville, PA. Matt has been involved with the Foundation for Catholic Education and raising awareness about the Educational Improvement Tax Credit (EITC) Program. During the summer months, Matt enjoys spending time with family in Sea Isle City and Avalon, New Jersey.

A commitment to high-level service

Christina Bradley began her career in the financial services industry in 2014 and joined UBS in 2016 as a Registered Client Service Associate. A graduate of The George Washington University,

Christina is deeply committed to delivering a proactive, detail-oriented client experience. She takes pride in providing the highest level of service while supporting both clients and the broader needs of the team.

Client service, operational excellence, and specialized support

Christina’s primary focus is client service and operational support for the team. She pays exceptionally close attention to detail, helping ensure that the team’s day-to-day operations run smoothly and that nothing is overlooked. Her thoughtful, organized approach plays an important role in maintaining efficiency, accuracy, and consistency across all client interactions.

Christina is responsible for client onboarding, performance reporting, maintaining firm materials, and supporting compliance and operational requirements. She also organizes team and client events, contributing to a cohesive and well-coordinated client experience. In addition, Christina serves as the team’s trust and estate specialist, providing focused support in these complex and highly sensitive areas of client planning.

Her attention to detail and commitment to service make her an essential part of the team’s operational foundation and client support model.

Engagement and community

Christina is involved in UBS’s All Bar None (ABN) initiative, which supports professional development and the advancement of women in financial services. She is also an active alumna of Ancillae-Assumpta Academy and Gwynedd Mercy Academy High School.

A Philadelphia native, Christina enjoys spending her summers with family in Stone Harbor, New Jersey.