Understanding

Tailored financial solutions

With nearly 30 years of experience in the financial services industry—the majority of it with UBS—John has dedicated himself to developing tailored financial solutions based on a clear understanding of his clients’ goals. He works primarily with high net worth individuals and families, focusing specifically on financial planning, multigenerational wealth management and creating customized portfolios.

An experienced team

Having earned the prestigious Private Wealth Manager designation, John and his team have built one of the largest and longest-tenured wealth management practices in UBS’s Philadelphia market area. He has also earned the Portfolio Manager title under the UBS Portfolio Management Program, a privilege granted to select Financial Advisors who have met certain prescribed educational, compliance and investment management standards. John serves as a member of the board of the Greater Philadelphia Chapter of the Exit Planning Institute and is a member of The Alliance of Mergers & Acquisition Advisors.

Awards and recognition

Forbes has placed John on its Best-In-State Wealth Advisors list for 2018 and 2019. He has been recognized by Barron’s as a Top 1,000 Financial Advisor in the US numerous times. The Philadelphia Business Journal has also named him multiple times to the Winner’s Circle of Top Wealth Advisors in the Greater Philadelphia Area. In addition, John has been recognized by the Financial Times in its 400 Top Financial Advisers list.

Outside UBS

John serves on the board of Community Volunteers in Medicine (CVIM) in Chester County, PA. He also volunteers as a mentor with American Corporate Partners (ACP), a nonprofit organization that offers veterans tools for career development through mentoring and career counseling. John is also a member of the Board of Trustees of Villa Maria High School.

A high level of service

After health and family, Matt understands that finances and financial planning are a high priority to many people. He sees his skills as a Financial Advisor as an opportunity to help clients and their families plan for and meet their financial goals. Matt coordinates the team’s wealth management process, developing close relationships with clients and their families to ensure that each generation receives a high level of service and benefits from a fully implemented financial plan at every stage of life. 

Outside UBS

In 2016, Matt's wife, Amy, was diagnosed with cancer. Her battle ended in September 2017. During Amy's battle, Matt and Amy founded Amy's Yard Sale Foundation, which helps ease the burdens of families battling cancer in the Philadelphia region. Since Amy's passing, the foundation has been able to help 50 families in our community. Led by Matt, Amy's family and friends continue to honor Amy by doing her work every day.

Outside of work

Matt tries to spend every second he can with his family. He married wife, Kaelyn, in 2019. Their blended family of 5 children (3 girls and 2 boys) keep them very busy with their activities that include golf, tennis, field hockey, soccer, dance, piano and guitar. Matt and his family reside in Whitemarsh Twp, PA.

An early introduction

Brady’s passion as a financial advisor is to work closely with clients to help them solve their financial needs and achieve their goals. It’s a passion he comes by naturally; his grandfather, Raymond Welsh, spent his entire 60-year career at UBS Financial Services Inc. and was the one who introduced Brady to the business.

A multidisciplined team

Brady focuses on comprehensive financial planning, with a specialty on delivering integrated multigenerational financial and investment advice. Brady is one of two CERTIFIED FINANCIAL PLANNER™ professionals on the team, which allows him to have deeper conversations surrounding clients’ investment, retirement, insurance, and estate and tax planning needs. It’s important to him that the entire Garvey-Clark team structure is devoted to helping clients achieve the financial future they’ve envisioned for themselves.

Outside UBS

Brady serves as a member of the Salvation Army of the Greater Philadelphia Advisory Board. His focus within the Salvation Army is to develop a Young Professionals Group to help cultivate the next generation of Salvation Army supporters. Brady and his wife, Alex, live in Wayne, PA and enjoy travel, golf and summers at his family beach house in Avalon, NJ. 

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.