Private Wealth Advisors Jeffrey Klinger and Bradley Quan join UBS in San Francisco

Share

Share

SAN FRANCISCO–(BUSINESS WIRE)–UBS Private Wealth Management announced that The Klinger Quan Group, led by Private Wealth Advisors Jeffrey Klinger and Bradley Quan, has joined the firm in San Francisco, CA. Jeffrey and Bradley focus on providing bespoke wealth management solutions and advice for ultra-high net worth individuals, families and executives.

\”We are very excited to welcome Jeffrey, Bradley and their entire team to UBS,” said Todd Locicero, San Francisco Market Executive at UBS Private Wealth Management. “Their industry experience, expertise and dedication to clients make them a great addition to our firm, and we look forward to helping them continue to grow their business and serve clients in this key market.”

“We believe we have the strongest platform for Private Wealth Advisors in the industry,” added John Mathews, Divisional Director and Head of UBS Private Wealth Management. “With our comprehensive suite of capabilities to support ultra-high net worth individuals, advisors like Jeffrey and Bradley are exceptionally well-positioned to deliver the highest level of personalized service and advice to their clients.”

Jeffrey Klinger is a founder of the Klinger Quan Group within UBS Private Wealth Management. Jeffrey works with ultra-high-net-worth families, corporate executives, and entrepreneurs, providing comprehensive advice on their financial lives. He employs a goals-based approach that centers on the unique needs and priorities of each client.

Jeffrey joins UBS from Merrill Private Wealth Management where he worked as a Managing Director and Private Wealth Advisor since 2013. Prior to that, he spent five years as a Director of the Private Bank at Credit Suisse. Previously, Jeffrey served as a Vice President at Lehman Brothers within the Private Wealth Management division. He began his financial services career in 1997 at Burnham Securities in New York, where he was an investment banker. Jeffrey earned his Bachelor’s degree in Finance and Entrepreneurship from the University of Arizona.

Bradley Quan is a founder of the Klinger Quan Group within UBS Private Wealth Management. Bradley focuses on providing clients with customized advice and guidance on wealth management, tax-efficient investment management strategies, trust and estate planning services, and retirement strategies. He has particular knowledge in developing long-term frameworks designed to help preserve capital and generate cash-flow, while mitigating risk.

Prior to joining UBS, Bradley was a Senior Vice President at Merrill Private Wealth Management since 2013. Prior to that, he was a Relationship Manager in Private Wealth Management at Credit Suisse, where he spent more than five years. Bradley began his career in 2003 as a Business Analyst for Lehman Brothers. He is a graduate of San Francisco State University, where he earned his Bachelor’s degree in Corporate Finance.

About UBS
UBS convenes the global ecosystem for investing, where people and ideas are connected and opportunities brought to life, and provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as to private clients in Switzerland. UBS offers investment solutions, products and impactful thought leadership, is the leading global wealth manager, provides large-scale and diversified asset management, focused investment banking capabilities, and personal and corporate banking services in Switzerland. The firm focuses on businesses that have a strong competitive position in their target markets, are capital efficient and have an attractive long-term structural growth or profitability outlook.

UBS is present in all major financial centers worldwide. It has offices in more than 50 regions and locations, with about 30% of its employees working in the Americas, 29% in Switzerland, 20% in the rest of Europe, the Middle East and Africa and 21% in Asia Pacific. UBS Group AG employs more than 72,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

Share

Latest

Related Content

Edmund Shing, PhD

Global Chief Investment Officer
BNP Paribas Wealth Management

Edmund has over 29 years of experience in financial markets in a wide variety of positions, ranging from proprietary trading to portfolio manager in a number of financial institutions in London and Paris.  He previously held the role of Global Head of Equity and Derivative Strategy at BNP Paribas in London from 2015 to 2020, and has been Chief Investment Officer at BNP Paribas Wealth Management since November 2020.

Edmund is responsible for piloting our investment strategy and will continues to rollout out recommendations and themes with actionable advice that brings our expertise to our clients and support to our client-facing teams.  In this time of change, his expertise in following and anticipating markets is a true value added for both our customers and those at Wealth Management who serve them.

Edmund has a PhD in Cognitive and Computing Science from the University of Birmingham in the United Kingdom, and has done advanced studies in Knowledge-Based Systems and in Experimental Psychology.  He is an EFFAS-certified financial analyst. He has also authored the book “The Idle Investor” published by Harriman House in 2015, proposing 3 simple investment strategies that take only a few minutes to execute per month.

Media Kit

    Data Protection

    The information you provide will be held on our database and may be used to keep you informed of our and our associate companies’ products and for selected third party mailings. Please tick the box if you would prefer not to be contacted for these purposes:

    The Digital Banker Summit

    Moving on from FTX: is 2023 the year of CBDCs?

    Indonesia, Jakarta

    Thailand, Bangkok

    Philippines, Manila

    Contact Us

      Data Protection

      The information you provide will be held on our database and may be used to keep you informed of our and our associate companies’ products and for selected third party mailings. Please tick the box if you would prefer not to be contacted for these purposes:

      Request Nomination Pack

      Error: Contact form not found.

      The world’s preeminent Private Banks and Wealth Managers are demonstrating a committed drive in innovation, advisory, new products and services to meet the sophisticated needs of their clients.

      COVID-19
      Amid economic activity revival on the back of the Covid-19 vaccine program, organisations moving from business continuity plans to stable working environments, together with the slightest improvement in unemployment numbers, forced the world to adjust to new realities. Coming to terms with the “new normal”, global investors are now on the look-out for attractive and stable investment opportunities.

      Needs of Private Wealth customers and families worldwide have drastically changed due to the pandemic and banks have had to accelerate efforts to deploy a multi-channel service strategy and safeguard clients’ businesses and wealth against negative impacts of economic uncertainly.

      The Global Private Banking Innovation Awards will recognise the world’s best private banks, wealth managers and asset managers that are championing innovation across advisory, service, products, customer experience and more.

      Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. 

      Request Nomination Pack

      Error: Contact form not found.