chicago, 2 April 2026 /PRNewswire/ — Uhlman 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 tackling the complexities of the retirement landscape, working extensively with plan sponsors focusing on the following:
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Scheme Design and Compliance: Tailoring retirement plans to meet specific corporate goals designed to promote regulatory compliance.
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investment Management: To provide fiduciary oversight into each plan level investment.
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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) responsible person On plans, every recommendation and strategy is designed to align with the best interests of the plan and its participants.
Bridging the gap between institutional plans and individual wealth
In her 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 access to financial and retirement planning tailored to each stage of their financial journey.
“Matthew’s experience and fiduciary-first mentality make him an asset to our team,” said Alan Cohn, Managing Member and Head of Wealth Management at Uhlman Price. “By integrating their expertise with our wealth management capabilities, we provide a holistic approach to retirement that looks beyond planning for the benefit of the individual participant.”
About Uhlman Price Securities Uhlman Price Securities is a full-service financial services firm dedicated to providing a range of investment solutions and personal wealth management. With a commitment to integrity and excellence, the company serves a diverse clientele of individuals, families and institutional plan sponsors. Uhlmann Price was founded in 1997 by Fred Uhlmann, former chairman of the Board of Trade, to meet the investment needs of high net worth and institutional clients.
Matthews can be reached at 312-264-4340 and MBarbera@UPSecurites.com.
https://www.upsecurities.com/about-our-company
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