Press Release

Uhlmann Price Securities Bolsters Retirement Plan Services with Appointment of Matthew Barbera as Head of 401K Advisory Services

Issued by Uhlmann Price Securities

Apr. 6, 2026

CHICAGO -- Uhlmann Price Securities is proud to announce the appointment of Matthew Barbera as Senior Vice President of 401(k) and Retirement Plan Services. With a career spanning more than 25 years, Barbera brings a wealth of specialized expertise to the firm's growing retirement division.

Barbera has dedicated his career to navigating the complexities of the retirement landscape, working extensively with plan sponsors to focus on:

• Plan Design & Compliance: Tailoring retirement plans to meet specific corporate goals while designed to promote regulatory adherence.
• Investment Management: Providing fiduciary oversight into each plan level investment.
• Employee Education: Empowering participants with the knowledge needed to make informed financial decisions.

A staunch advocate for client interests, Barbera can serve as a 3(21) or 3(38) fiduciary on plans, designed to align each recommendation and strategy with the best interests of the plan and its participants.

Bridging the Gap Between Institutional Plans and Personal Wealth

In his new role, Barbera will work in close coordination with the Uhlmann Price Wealth Management team. This strategic collaboration aims to bridge the gap between institutional retirement plans and individual financial goals, providing plan participants with access to financial and retirement planning tailored to each stage of their financial journey.

"Matthew's experience and fiduciary-first mindset make him an asset to our team," said Alan Konn, Managing Member and Head of Wealth Management at Uhlmann Price. "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 Uhlmann Price Securities is a full-service financial services firm dedicated to providing a range of investment solutions and personalized wealth management. With a commitment to integrity and excellence, the firm serves a diverse clientele of individuals, families, and institutional plan sponsors. Uhlmann Price was founded by Fred Uhlmann, a former President of the Board of Trade, in 1997, to serve the investment needs of high net worth and institutional clientele.

https://www.upsecurities.com/about-our-company

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