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Private Wealth Advisors Jeffrey Klinger and Bradley Quan join UBS in San Francisco
Rhea-AI Impact
(Low)
Rhea-AI Sentiment
(Very Positive)
Tags
Rhea-AI Summary
UBS Private Wealth Management has welcomed The Klinger Quan Group, led by Jeffrey Klinger and Bradley Quan, to its San Francisco office. Both advisors specialize in tailored wealth management for ultra-high net worth clients. Todd Locicero, San Francisco Market Executive, expressed excitement about their addition, citing their industry expertise. John Mathews, Divisional Director, highlighted UBS's robust platform for Private Wealth Advisors. Klinger and Quan both have extensive backgrounds in private wealth management from notable firms and aim to enhance client services at UBS.
Positive
Addition of experienced advisors Jeffrey Klinger and Bradley Quan enhances UBS's wealth management capabilities.
The Klinger Quan Group targets ultra-high net worth clients, potentially expanding UBS's market share.
Jeffrey Klinger and Bradley Quan bring extensive experience from leading firms, adding credibility to UBS's offerings.
Negative
None.
SAN FRANCISCO--(BUSINESS WIRE)--
UBS Private Wealth Management today 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.
Notes to Editors
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).
