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 beginning her career in wealth management with UBS in 2007, Cindy worked for six years at Morgan Stanley as a senior registered associate. She then returned to UBS and the Garvey-Clark Wealth Management Group in 2014. She enjoys her team’s collaborative working environment and the way their experience and skills come together to benefit clients.

An emphasis on connectivity

Cindy has over 10 years of experience working with high net worth clients, which has taught her the importance of communicating quickly and effectively. Her main area of focus is relationship management. She assists with business development activities, leverages communication channels with clients and helps to educate them on various wealth management solutions. She deeply values her personal connection with clients, especially the feeling of making their lives simpler by providing a seamless wealth management experience.

Outside UBS

Cindy is a member of UBS’s professional development group, All Bar None (ABN), whose mission is to empower and promote the professional development of women in financial services. She is also an active participant in the Gwynedd Mercy Academy community. She loves college football, spinning and yoga, and spending time with her family, especially her two young daughters, who motivate her to work hard and to not be afraid to try and fail. 

A part of the team

Matt began his career as a summer intern at SEI Investments. After graduating from The Smeal College of Business at Penn State University in 2014, he joined UBS, which was at the top of his list of potential employers. He enjoys helping clients, hearing the stories of how they achieved their success, and working as part of the close-knit Garvey-Clark Wealth Management team to help them sustain and grow their wealth. 

Administrative support

Matt’s focus is on client reporting. He assists in preparing the team’s monthly, quarterly and annual client review materials. In addition, Matt analyzes and interprets the portfolio performance reviews and makes recommendations to the team's advisors for potential changes. He is also specialized in trading for the team’s advisory and non-advisory accounts, and handles the initial opening and maintenance of alternative investments.

Outside UBS

Matt and his wife live in Phoenixville, PA. He enjoys watching Philadelphia sports and reading for leisure, and is part of a running club in his community. Matt and his wife also enjoy spending time with family in Sea Isle City and Avalon, NJ during the summer month

A high level of service

Christina began her career in the financial services industry in 2014 before joining UBS in 2016 as a Registered Client Service Associate. She is committed to taking a proactive approach to client service and prides herself on providing the highest level of service while assisting clients.

Administrative support

Christina’s area of focus is client service and administrative support for the team. She is responsible for client onboarding, organizing team events, maintaining firm materials, performance reporting and compliance/operational requirements.

Outside UBS

Christina is a member of the UBS All Bar None initiative, which focuses on professional advancement for women in financial services. She is also an active alumna of Ancillae-Assumpta Academy and Gwynedd Mercy Academy High School. She is a Philadelphia native who enjoys summer vacations with her family in Stone Harbor, NJ.