Navigate transition. Plan for life.

Private Wealth Management

At The Garvey Clark Hooper Wealth Management Group, we are a seasoned Private Wealth Management team, part of an exclusive division within UBS, the largest wealth manager in the world. Caring and committed, we will help you make the right decisions by delivering access to the global resources and financial stewardship you need today to help navigate life and its inevitable transitions.

Through purposeful financial planning and investing, we provide clarity, direction and, importantly, the passion to help you grow and sustain your wealth across generations. Whether your goals involve the multigenerational transfer of assets, the sale or succession of a privately owned business, a fulfilling retirement of health and wealth, or the care of aging parents, our team is prepared to help see you and your loved ones through.

Because we are committed to being here for the long haul, we will create a comprehensive plan and a disciplined strategy we will implement together. For us, it is about helping you enjoy life today—and tomorrow. Life is always changing. But we strive to be a stable and consistent source of advice you can count on.

Ready for what’s next?

Start the planning conversation

Life is always changing. But we strive to be a stable and consistent source of advice you can count on.”
- John T. Garvey

Recognized as an industry leader

Forbes Best-in-State Wealth Management Teams, 2023-2026

The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.

John T. Garvey, CEPA®, CPWA®

Managing Director–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- MA
- MD
- ME
- MI
- MO
- MT
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
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.
- Barron's Top 1,000 Financial Advisors, 2009, 2010, 2011, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Barron's Top 1,200 Financial Advisors, 2014, 2019
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- UBS Wealth Management Chairman’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
- Gettysburg College, B.A. in economics
- Private Wealth Advisor
- Certified Exit Planning Advisor
- Senior Portfolio Manager
- Institutional Consultant
Multi-generational families

Estate planning strategies

Philanthropy

Exit planning

Business succession

Executive compensation

Business owners

Entrepreneurs

101 West Elm Street
Suite 200
Conshohocken, PA 19428

john.garvey@ubs.com

John T. Garvey, CEPA®, CPWA®

101 West Elm Street,Conshohocken,PA,19428
Matthew B. Clark, CFP®

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- MA
- MD
- ME
- MI
- MO
- MS
- MT
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
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.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Penn State University, B.S. in finance, with distinction
- Villanova University, M.B.A.
- Villanova School of Business' Above and Beyond Award, 2021
- Villanova’s Alumni Association Leadership Award, 2016
- Villanova’s Meyer Award for Innovation, Creative Excellence, 2010
- Private Wealth Advisor
- CERTIFIED FINANCIAL PLANNER
- Senior Portfolio Manager
- Series 7 and 66 securities licenses
- Life, accident and health insurance licenses
- Institutional Consultant
Multi-generational families

Financial planning

Education planning

Retirement planning

Estate planning strategies

Philanthropy

Legacy planning

Securities-backed lending

101 West Elm Street
Suite 200
Conshohocken, PA 19428

matthew.clark@ubs.com

Matthew B. Clark, CFP®

101 West Elm Street,Conshohocken,PA,19428
Brady Hooper, CFP®

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- MA
- MD
- ME
- MI
- MO
- MT
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
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.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Wake Forest University, B.A. in economics with a minor in entrepreneurship
- Private Wealth Advisor
- CERTIFIED FINANCIAL PLANNER
- Series 7 and 66 securities licenses
- Life, accident and health insurance licenses
- Institutional Consultant
Multi-generational families

Financial planning

Education planning

Retirement planning

Estate planning strategies

Philanthropy

Legacy planning

Securities-backed lending

101 West Elm Street
Suite 200
Conshohocken, PA 19428

brady.hooper@ubs.com

Brady Hooper, CFP®

101 West Elm Street,Conshohocken,PA,19428
Cynthia M. Perl

Client Associate
View bio
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- ID
- IL
- MA
- MD
- MI
- MO
- NC
- NJ
- NV
- NY
- PA
- TX
- VA
- WA
- WV
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.
- University of Michigan, B.A.
- Series 7 and 66 securities licenses
101 West Elm Street
Suite 200
Conshohocken, PA 19428

cynthia.murino@ubs.com

Cynthia M. Perl

101 West Elm Street,Conshohocken,PA,19428
Matthew Mehallick

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- IL
- MA
- MD
- ME
- NC
- NJ
- NY
- PA
- TN
- TX
- VA
- VT
- WA
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
- Penn State University, The Smeal College of Business, B.A. in accounting
- Series 7 and 66 securities licenses
- Life, accident and health insurance licenses
101 West Elm Street
Suite 200
Conshohocken, PA 19428

matthew.mehallick@ubs.com

Matthew Mehallick

101 West Elm Street,Conshohocken,PA,19428
Christina Bradley

Team Administrator
View bio
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- ID
- IL
- MA
- MD
- MI
- MO
- NC
- NJ
- NV
- NY
- PA
- UT
- VA
- WA
- WV
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.
- The George Washington University, B.A. in business administration
- Series 7 and 66 securities licenses
- Life, accident and health insurance licenses
101 West Elm Street
Suite 200
Conshohocken, PA 19428

christina.valucci@ubs.com

Christina Bradley

101 West Elm Street,Conshohocken,PA,19428

Shawna Hamilton

Executive Director

Senior Strategist, Family Advisory and Philanthropy Services

View bio

Professional History

As a Senior Strategist, Shawna co-leads Family Advisory and Philanthropy Services for the West Division. Shawna works closely with advisors to support families on achieving their goals in optimizing money, centering values, and living their philanthropic intent. The Family Advisory and Philanthropy Services team serves as a thought partner to advisors and their exceptional client families on wealth transitions, family governance, family office strategies, and philanthropy.

Shawna joined UBS in 2021 from Pacific Foundation Services where she was a Senior Program Officer and Philanthropy Advisor. Before that, Shawna had two roles within Silicon Valley Community Foundation. The first was in fundraising, the second was guiding a global Habitat for Humanity grant program and providing advisory support to Cisco Systems' employees worldwide. Prior to her service in philanthropy, Shawna lived in New York, spending time at a hedge fund and co-launching an Ethiopia-based education nonprofit.

As a native of Santa Barbara, California, Shawna’s family spans across the West. She is an active volunteer to several community organizations and lives in San Francisco.

Education
Shawna received a Master of Science in Nonprofit Management from The New School, and a Bachelor of Science in International Business from California State University Northridge.
Christopher McCullough

Executive Director

Wealth Planning Strategist

View bio

Chris is a Wealth Planning Strategist in our Mid Atlantic markets. In this capacity, Chris is responsible for providing Financial Advisors and their high net worth clients with unbiased, product neutral, advanced planning strategies, design and implementation. As an advanced financial planner, he provides expertise in the following areas:

- Estate and multi-generational planning
- Retirement income and cash flow analysis
- Business continuity and succession planning
- Retirement plans and employee benefits
- Risk and liability management planning
- Charitable giving strategies
- Executive compensation and benefit strategies
- Special Needs & Disability Planning

Utilizing the wealth planning framework, Chris aims to deliver the full breadth of UBS services to aid clients in achieving their wealth planning goals.

Past experience
Prior to joining UBS in 2022, Chris served as a Senior Trust Officer with the Goldman Sachs Trust Companies. In this capacity, Chris worked closely with high net worth families to plan and implement generational wealth transfer strategies.

Education and credentials
Chris holds a B.A in History from Gettysburg College and a J.D. and LL.M., Taxation, from Villanova University School of Law.

Life
Chris is an active member of the Philadelphia Estate Planning Counsel. He lives in Philadelphia with his wife and son.
Robin Sabat

NMLS #33770

Senior Wealth Management Banker, UBS Bank USA, N.A.

View bio

Current role and areas of expertise

Robin Sabat joined UBS Bank USA in 2009, and she is currently a Senior Wealth Management Banker covering the Philadelphia/DC, Mid-Atlantic and New England markets.

Robin has an extensive background in relationship banking. She is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives.

Professional history

Robin began her career in financial services in 2004. Prior to joining UBS, Robin worked in mortgage services originating loans.

Education and personal information

In Robin’s role as a Senior Wealth Management Banker her NMLS # is 33770. She holds permissive Series 7 and 66 securities licenses. She also holds a BS from Temple University.

Outside of the office, Robin enjoys gardening, snowboarding and reading.

Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, N.A., Member FDIC, NMLS No. 947868. Equal Housing Lender.
Scott Nevin

Executive Director

WMA Salesperson

View bio

Scott is currently the Alternative Investment Consultant supporting the Philadelphia / Washington D.C/Charlotte, Mid-Atlantic, Atlanta, Florida, and South Central Markets. Prior to joining UBS, Scott held a number of senior positions in Alternative Investments: Director of Business Development and Product Management at Alpha Capital, Principal at HSN Financial Services, and Managing Director at Fairfield Heathcliff Capital. Earlier in his career, Scott was an Associate in fixed income sales at Citigroup, and an Analyst at Morgan Stanley.
Javier Ruiz

Executive Director

Structured Solutions Consultant

View bio

Javier is responsible for education Financial Advisors on the benefits and risk considerations associated with incorporation Structured Investments into client portfolios. He assists advisors in delivering best in class solutions from our market-leading Open Architecture platform including implementation of portfolio and tactical strategies based on WM Research and the current market environment.

John T. Garvey, CEPA®, CPWA®

Managing Director–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- MA
- MD
- ME
- MI
- MO
- MT
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
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.
- Barron's Top 1,000 Financial Advisors, 2009, 2010, 2011, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Barron's Top 1,200 Financial Advisors, 2014, 2019
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- UBS Wealth Management Chairman’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
- Gettysburg College, B.A. in economics
- Private Wealth Advisor
- Certified Exit Planning Advisor
- Senior Portfolio Manager
- Institutional Consultant
Multi-generational families

Estate planning strategies

Philanthropy

Exit planning

Business succession

Executive compensation

Business owners

Entrepreneurs

101 West Elm Street
Suite 200
Conshohocken, PA 19428

john.garvey@ubs.com

John T. Garvey, CEPA®, CPWA®

101 West Elm Street,Conshohocken,PA,19428
Matthew B. Clark, CFP®

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- MA
- MD
- ME
- MI
- MO
- MS
- MT
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
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.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Penn State University, B.S. in finance, with distinction
- Villanova University, M.B.A.
- Villanova School of Business' Above and Beyond Award, 2021
- Villanova’s Alumni Association Leadership Award, 2016
- Villanova’s Meyer Award for Innovation, Creative Excellence, 2010
- Private Wealth Advisor
- CERTIFIED FINANCIAL PLANNER
- Senior Portfolio Manager
- Series 7 and 66 securities licenses
- Life, accident and health insurance licenses
- Institutional Consultant
Multi-generational families

Financial planning

Education planning

Retirement planning

Estate planning strategies

Philanthropy

Legacy planning

Securities-backed lending

101 West Elm Street
Suite 200
Conshohocken, PA 19428

matthew.clark@ubs.com

Matthew B. Clark, CFP®

101 West Elm Street,Conshohocken,PA,19428
Brady Hooper, CFP®

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- MA
- MD
- ME
- MI
- MO
- MT
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
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.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Wake Forest University, B.A. in economics with a minor in entrepreneurship
- Private Wealth Advisor
- CERTIFIED FINANCIAL PLANNER
- Series 7 and 66 securities licenses
- Life, accident and health insurance licenses
- Institutional Consultant
Multi-generational families

Financial planning

Education planning

Retirement planning

Estate planning strategies

Philanthropy

Legacy planning

Securities-backed lending

101 West Elm Street
Suite 200
Conshohocken, PA 19428

brady.hooper@ubs.com

Brady Hooper, CFP®

101 West Elm Street,Conshohocken,PA,19428
Cynthia M. Perl

Client Associate
View bio
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- ID
- IL
- MA
- MD
- MI
- MO
- NC
- NJ
- NV
- NY
- PA
- TX
- VA
- WA
- WV
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.
- University of Michigan, B.A.
- Series 7 and 66 securities licenses
101 West Elm Street
Suite 200
Conshohocken, PA 19428

cynthia.murino@ubs.com

Cynthia M. Perl

101 West Elm Street,Conshohocken,PA,19428
Matthew Mehallick

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- IL
- MA
- MD
- ME
- NC
- NJ
- NY
- PA
- TN
- TX
- VA
- VT
- WA
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
- Penn State University, The Smeal College of Business, B.A. in accounting
- Series 7 and 66 securities licenses
- Life, accident and health insurance licenses
101 West Elm Street
Suite 200
Conshohocken, PA 19428

matthew.mehallick@ubs.com

Matthew Mehallick

101 West Elm Street,Conshohocken,PA,19428
Christina Bradley

Team Administrator
View bio
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- ID
- IL
- MA
- MD
- MI
- MO
- NC
- NJ
- NV
- NY
- PA
- UT
- VA
- WA
- WV
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.
- The George Washington University, B.A. in business administration
- Series 7 and 66 securities licenses
- Life, accident and health insurance licenses
101 West Elm Street
Suite 200
Conshohocken, PA 19428

christina.valucci@ubs.com

Christina Bradley

101 West Elm Street,Conshohocken,PA,19428

Shawna Hamilton

Executive Director

Senior Strategist, Family Advisory and Philanthropy Services

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Professional History

As a Senior Strategist, Shawna co-leads Family Advisory and Philanthropy Services for the West Division. Shawna works closely with advisors to support families on achieving their goals in optimizing money, centering values, and living their philanthropic intent. The Family Advisory and Philanthropy Services team serves as a thought partner to advisors and their exceptional client families on wealth transitions, family governance, family office strategies, and philanthropy.

Shawna joined UBS in 2021 from Pacific Foundation Services where she was a Senior Program Officer and Philanthropy Advisor. Before that, Shawna had two roles within Silicon Valley Community Foundation. The first was in fundraising, the second was guiding a global Habitat for Humanity grant program and providing advisory support to Cisco Systems' employees worldwide. Prior to her service in philanthropy, Shawna lived in New York, spending time at a hedge fund and co-launching an Ethiopia-based education nonprofit.

As a native of Santa Barbara, California, Shawna’s family spans across the West. She is an active volunteer to several community organizations and lives in San Francisco.

Education
Shawna received a Master of Science in Nonprofit Management from The New School, and a Bachelor of Science in International Business from California State University Northridge.
Christopher McCullough

Executive Director

Wealth Planning Strategist

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Chris is a Wealth Planning Strategist in our Mid Atlantic markets. In this capacity, Chris is responsible for providing Financial Advisors and their high net worth clients with unbiased, product neutral, advanced planning strategies, design and implementation. As an advanced financial planner, he provides expertise in the following areas:

- Estate and multi-generational planning
- Retirement income and cash flow analysis
- Business continuity and succession planning
- Retirement plans and employee benefits
- Risk and liability management planning
- Charitable giving strategies
- Executive compensation and benefit strategies
- Special Needs & Disability Planning

Utilizing the wealth planning framework, Chris aims to deliver the full breadth of UBS services to aid clients in achieving their wealth planning goals.

Past experience
Prior to joining UBS in 2022, Chris served as a Senior Trust Officer with the Goldman Sachs Trust Companies. In this capacity, Chris worked closely with high net worth families to plan and implement generational wealth transfer strategies.

Education and credentials
Chris holds a B.A in History from Gettysburg College and a J.D. and LL.M., Taxation, from Villanova University School of Law.

Life
Chris is an active member of the Philadelphia Estate Planning Counsel. He lives in Philadelphia with his wife and son.
Robin Sabat

NMLS #33770

Senior Wealth Management Banker, UBS Bank USA, N.A.

View bio

Current role and areas of expertise

Robin Sabat joined UBS Bank USA in 2009, and she is currently a Senior Wealth Management Banker covering the Philadelphia/DC, Mid-Atlantic and New England markets.

Robin has an extensive background in relationship banking. She is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives.

Professional history

Robin began her career in financial services in 2004. Prior to joining UBS, Robin worked in mortgage services originating loans.

Education and personal information

In Robin’s role as a Senior Wealth Management Banker her NMLS # is 33770. She holds permissive Series 7 and 66 securities licenses. She also holds a BS from Temple University.

Outside of the office, Robin enjoys gardening, snowboarding and reading.

Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, N.A., Member FDIC, NMLS No. 947868. Equal Housing Lender.
Scott Nevin

Executive Director

WMA Salesperson

View bio

Scott is currently the Alternative Investment Consultant supporting the Philadelphia / Washington D.C/Charlotte, Mid-Atlantic, Atlanta, Florida, and South Central Markets. Prior to joining UBS, Scott held a number of senior positions in Alternative Investments: Director of Business Development and Product Management at Alpha Capital, Principal at HSN Financial Services, and Managing Director at Fairfield Heathcliff Capital. Earlier in his career, Scott was an Associate in fixed income sales at Citigroup, and an Analyst at Morgan Stanley.
Javier Ruiz

Executive Director

Structured Solutions Consultant

View bio

Javier is responsible for education Financial Advisors on the benefits and risk considerations associated with incorporation Structured Investments into client portfolios. He assists advisors in delivering best in class solutions from our market-leading Open Architecture platform including implementation of portfolio and tactical strategies based on WM Research and the current market environment.

Learn how we can help!

Institutional consulting services

In an ever-changing and challenging landscape, our team offers customized solutions centered on your organization’s evolving needs and requirements. We aim to deliver a disciplined process backed by UBS, a global leader in wealth management. From insightful investment policy and fiduciary support to strategic analysis and measurement, we put our vast resources, expertise, ongoing consulting and thought leadership to work in helping you realize your long-term vision.

Investment policy planning assistance

Understanding the unique issues your organization is facing, our team strives to support you. No matter what type of organization you represent, expect a comprehensive approach that includes the following services.

Investment policy planning assistance
Asset allocation modeling
Investment manager selection
Ongoing consulting and measurement

Learn more

Your legacy, their future.

Together we plan.

Wealth transfer across generations

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

Man working on laptop during virtual call

Planning for a changing tax landscape

Estate planning strategies

Philanthropy

What are the causes you are passionate about? Whatever your objectives, we can help you explore new and innovative ways to make a positive impact on the world. Through our network and the UBS Family Advisory and Philanthropy Services, we’ll work with you and family members to help provide education on philanthropy, practical solutions and tax-efficient investment strategies for creating a meaningful and lasting legacy.

Let's start planning today!

Resources

UBS House View-March 2026

Investment Strategy Guide: So much, too fast?

We believe big market moves in recent months should be a trigger to review portfolios. Our strategy is to use our scenario analysis framework to rebalance, diversify, and hedge. Learn more about this and the below topics by reporting the fill report.

AI risks in focus
Build portfolio resilience
Asset allocation

Read the full report

Family Enterprise Governance Report

Insights into effective governance practices

Families that rated their governance as effective shared a common theme: they invested in time, people and purpose. These families were deliberate in choosing individuals—both from within and outside the family—who could contribute to long-term decision-making.

Read the full report

How much is enough?

Guidelines for finding the right balance

What is the right amount to leave to your children and other loved ones? How much is too much? The answers lie in evaluating your vision for the use of your wealth and your family‘s ability to manage financial resources responsibly, rather than focusing on a specific amount.

Learn how we can help

Family Advisory Compass

Flourishing multigenerational families

When advising financially successful families, we often get asked, “How can we ensure our family is successful?” The particulars of desired success can be refined differently from family to family, but what our clients are really asking is how they can sustain and grow their resources over time— for generations to come.

Learn more

Global Entrepreneur Report 2026

UBS and entrepreneurs

Entrepreneurs encounter shifting opportunities and challenges throughout their business lifecycles.

At UBS, we work alongside entrepreneurs wherever they stand: from company formation and growth to exit, succession and
managing wealth. Our exclusive networks connect entrepreneurs with peers worldwide, enabling them to exchange ideas and unlock new opportunities.

Read full report

Global Entrepreneur Report 2026

Read full report

Learn how we can help!

Succession or Sale

We help you prepare for both

Advice for business owners & entrepreneurs

Business transition & succession planning

You’re considering an exit in 5 years

Discuss trust and estate strategies and tax and legal advisors to take advantage of strategies that may increase future net proceeds from a sale*
Fine-tune your business model to be most appealing to a buyer
Make sure business documentation and financial statements are in order
Put together a team to prepare the business and optimize value
Strengthen your management team

Learn more

Connect with us

You’re 3 years away from exiting

Refine your trust and estate strategies with your tax and legal advisors to take advantage of strategies that may increase future net proceeds from a sale*
Begin conducting an analysis of likely buyer interest and sector outlook, trends and business cycles to help identify the right timing of the sale
Build the right pre-sale advisory team, including an investment banker, attorney and CPA
Explore gift and estate strategies to help maximize net proceeds from a sale

Learn more

Connect with us

You’re selling within the year

Finalize your trust and estate strategies
Work with us to interview and select the investment banker that works best for you
Finalize your exit plan and focus on getting the best deal for the sale
Coordinate with your investment banker to help create competitive tension among prospective buyers and meet potential acquirers, review offers and negotiate the sale
As needed, prepare employees and managers for the transition
Think about what’s next for you and your future, after the sale

Learn more

Connect with us

Discuss trust and estate strategies and tax and legal advisors to take advantage of strategies that may increase future net proceeds from a sale*
Fine-tune your business model to be most appealing to a buyer
Make sure business documentation and financial statements are in order
Put together a team to prepare the business and optimize value
Strengthen your management team

Learn more

Connect with us

Refine your trust and estate strategies with your tax and legal advisors to take advantage of strategies that may increase future net proceeds from a sale*
Begin conducting an analysis of likely buyer interest and sector outlook, trends and business cycles to help identify the right timing of the sale
Build the right pre-sale advisory team, including an investment banker, attorney and CPA
Explore gift and estate strategies to help maximize net proceeds from a sale

Learn more

Connect with us

Finalize your trust and estate strategies
Work with us to interview and select the investment banker that works best for you
Finalize your exit plan and focus on getting the best deal for the sale
Coordinate with your investment banker to help create competitive tension among prospective buyers and meet potential acquirers, review offers and negotiate the sale
As needed, prepare employees and managers for the transition
Think about what’s next for you and your future, after the sale

Learn more

Connect with us

Business Owner insights

A surprise rebound in M&A

What it signals for future exits

The surge in late-2025 M&A activity brings the industry record numbers with megadeals grabbing the headlines. But it also creates new opportunities for lower middle-market business owners who’ve been patiently waiting

Learn more

For business owners and professionals

Guide to retirement plans

Quality of life in retirement can be largely determined by how well individuals plan and save during their working years. There are a number of ways for business owners and professionals as well as their employees to save for the future—with many retirement plan alternatives from which to choose.

Learn more

Planning for the sale of a closely held business

A road map to help facilitate the process

Often, the process of selling a business is unknown to the business owner. This may leave them vulnerable to making significant mistakes. This brochure may serve as a general road map for facilitating the sale of a closely held business.

Learn more

Learn how we can help!

A leader in wealth management

Backed by the strength of our parent company, UBS AG

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UBS Group invested assets
As of 12/31/2025

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Navigate transition. Plan for life.

Private Wealth Management

The Garvey Clark Hooper Wealth Management Group

Recognized as an industry leader

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John T. Garvey, CEPA®, CPWA®

Matthew B. Clark, CFP®

Brady Hooper, CFP®

Cynthia M. Perl

Matthew Mehallick

Christina Bradley

Shawna Hamilton

Christopher McCullough

Robin Sabat

Scott Nevin

Javier Ruiz

John T. Garvey, CEPA®, CPWA®

Matthew B. Clark, CFP®

Brady Hooper, CFP®

Cynthia M. Perl

Matthew Mehallick

Christina Bradley

Shawna Hamilton

Christopher McCullough

Robin Sabat

Scott Nevin

Javier Ruiz

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*

Education

Credentials

*

*

Education

Credentials

*

*

Learn how we can help!

Institutional consulting services

Investment policy planning assistance

Request your report

Thank you! Your request has been submitted.

Your legacy, their future.

Together we plan.

Wealth transfer across generations

Turn possibilities into a plan

Planning for a changing tax landscape

Estate planning strategies

Philanthropy

Let's start planning today!

Resources

UBS House View-March 2026

Investment Strategy Guide: So much, too fast?

Family Enterprise Governance Report

How much is enough?

Family Advisory Compass

Flourishing multigenerational families

Global Entrepreneur Report 2026

Request your report

Thank you! Your request has been submitted.

Global Entrepreneur Report 2026

Request your report

Thank you! Your request has been submitted.

Learn how we can help!

Succession or Sale

We help you prepare for both

Advice for business owners & entrepreneurs

Business transition & succession planning

You’re considering an exit in 5 years

You’re considering an exit in 5 years

You’re 3 years away from exiting

You’re 3 years away from exiting

You’re selling within the year

You’re selling within the year

Business Owner insights

A surprise rebound in M&A

For business owners and professionals

Guide to retirement plans

Planning for the sale of a closely held business