{"id":726578,"date":"2023-01-27T11:11:09","date_gmt":"2023-01-27T16:11:09","guid":{"rendered":"https:\/\/www.marketnewsdesk.com\/index.php\/private-wealth-advisors-jeffrey-klinger-and-bradley-quan-join-ubs-in-san-francisco\/"},"modified":"2023-01-27T11:11:09","modified_gmt":"2023-01-27T16:11:09","slug":"private-wealth-advisors-jeffrey-klinger-and-bradley-quan-join-ubs-in-san-francisco","status":"publish","type":"post","link":"https:\/\/www.marketnewsdesk.com\/index.php\/private-wealth-advisors-jeffrey-klinger-and-bradley-quan-join-ubs-in-san-francisco\/","title":{"rendered":"Private Wealth Advisors Jeffrey Klinger and Bradley Quan join UBS in San Francisco"},"content":{"rendered":"<p>        <!--body {font:normal small Arial,Helvetica,sans-serif;color:#000;background-color:#fff;padding:24px;margin:0;} a img {border:0;} h3 {font-size:medium;color:#000;margin:0 0 1em 0; text-align:center;}-->  <\/p>\n<p><b>Private Wealth Advisors Jeffrey Klinger and Bradley Quan join UBS in San Francisco<\/b><\/p>\n<p>SAN FRANCISCO&#8211;(<a href=\"http:\/\/www.businesswire.com\">BUSINESS WIRE<\/a>)&#8211;<br \/>\nUBS 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.\n<\/p>\n<p>\n\u201cWe are very excited to welcome Jeffrey, Bradley and their entire team to UBS,\u201d said Todd Locicero, San Francisco Market Executive at UBS Private Wealth Management. \u201cTheir 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.\u201d\n<\/p>\n<p>\n\u201cWe believe we have the strongest platform for Private Wealth Advisors in the industry,\u201d added John Mathews, Divisional Director and Head of UBS Private Wealth Management. \u201cWith 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.\u201d\n<\/p>\n<p>\nJeffrey 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.\n<\/p>\n<p>\nJeffrey 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\u2019s degree in Finance and Entrepreneurship from the University of Arizona.\n<\/p>\n<p>\nBradley 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.\n<\/p>\n<p>\nPrior 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\u2019s degree in Corporate Finance.\n<\/p>\n<p><b>Notes to Editors<\/b><\/p>\n<p><b>About UBS<br \/>\n<br \/><\/b>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.\n<\/p>\n<p>\nUBS 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).\n<\/p>\n<p><a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.ubs.com&amp;esheet=53292458&amp;newsitemid=20230127005307&amp;lan=en-US&amp;anchor=https%3A%2F%2Fwww.ubs.com&amp;index=1&amp;md5=87835a63cd818a481367c1df3d2ff736\">https:\/\/www.ubs.com<\/a><\/p>\n<p>\n\u00a9 UBS 2023. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS.\n<\/p>\n<p><img decoding=\"async\" alt=\"\" src=\"https:\/\/cts.businesswire.com\/ct\/CT?id=bwnews&amp;sty=20230127005307r1&amp;sid=flmnd&amp;distro=nx&amp;lang=en\" style=\"width:0;height:0\" \/><span class=\"bwct31415\" \/><\/p>\n<p id=\"mmgallerylink\"><span id=\"mmgallerylink-phrase\">View source version on businesswire.com: <\/span><span id=\"mmgallerylink-link\"><a href=\"https:\/\/www.businesswire.com\/news\/home\/20230127005307\/en\/\" rel=\"nofollow\">https:\/\/www.businesswire.com\/news\/home\/20230127005307\/en\/<\/a><\/span><\/p>\n<p><b>Media:<br \/>\n<\/b><br \/>Christina Aquilina<br \/>\n<br \/><a rel=\"nofollow\" href=\"mailto:Christina.aquilina@ubs.com\">Christina.aquilina@ubs.com<\/a><\/p>\n<p><b>KEYWORDS:<\/b> California United States North America<\/p>\n<p><b>INDUSTRY KEYWORDS:<\/b> Finance Consulting Banking Professional Services Asset Management<\/p>\n<p><b>MEDIA:<\/b><\/p>\n<table cellpadding=\"3\" cellspacing=\"3\">\n<tr>\n<td><font face=\"Arial\" size=\"2\"><b>Logo<\/b><\/font><\/td>\n<\/tr>\n<tr>\n<td><img decoding=\"async\" src=\"https:\/\/mms.businesswire.com\/media\/20230127005307\/en\/780445\/3\/ubs_semibold_4c.jpg\" alt=\"Logo\" \/><\/td>\n<\/tr>\n<tr>\n<td><font face=\"Arial\" size=\"2\"><\/font><\/td>\n<\/tr>\n<\/table>\n","protected":false},"excerpt":{"rendered":"<p>Private Wealth Advisors Jeffrey Klinger and Bradley Quan join UBS in San Francisco SAN FRANCISCO&#8211;(BUSINESS WIRE)&#8211; 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. \u201cWe are very excited to welcome Jeffrey, Bradley and their entire team to UBS,\u201d said Todd Locicero, San Francisco Market Executive at UBS Private Wealth Management. \u201cTheir 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 &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/www.marketnewsdesk.com\/index.php\/private-wealth-advisors-jeffrey-klinger-and-bradley-quan-join-ubs-in-san-francisco\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;Private Wealth Advisors Jeffrey Klinger and Bradley Quan join UBS in San Francisco&#8221;<\/span><\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[],"tags":[],"class_list":["post-726578","post","type-post","status-publish","format-standard","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Private Wealth Advisors Jeffrey Klinger and Bradley Quan join UBS in San Francisco - Market Newsdesk<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.marketnewsdesk.com\/index.php\/private-wealth-advisors-jeffrey-klinger-and-bradley-quan-join-ubs-in-san-francisco\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Private Wealth Advisors Jeffrey Klinger and Bradley Quan join UBS in San Francisco - Market Newsdesk\" \/>\n<meta property=\"og:description\" content=\"Private Wealth Advisors Jeffrey Klinger and Bradley Quan join UBS in San Francisco SAN FRANCISCO&#8211;(BUSINESS WIRE)&#8211; 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. \u201cWe are very excited to welcome Jeffrey, Bradley and their entire team to UBS,\u201d said Todd Locicero, San Francisco Market Executive at UBS Private Wealth Management. \u201cTheir 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 &hellip; Continue reading &quot;Private Wealth Advisors Jeffrey Klinger and Bradley Quan join UBS in San Francisco&quot;\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.marketnewsdesk.com\/index.php\/private-wealth-advisors-jeffrey-klinger-and-bradley-quan-join-ubs-in-san-francisco\/\" \/>\n<meta property=\"og:site_name\" content=\"Market Newsdesk\" \/>\n<meta property=\"article:published_time\" content=\"2023-01-27T16:11:09+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/cts.businesswire.com\/ct\/CT?id=bwnews&amp;sty=20230127005307r1&amp;sid=flmnd&amp;distro=nx&amp;lang=en\" \/>\n<meta name=\"author\" content=\"Newsdesk\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Newsdesk\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/private-wealth-advisors-jeffrey-klinger-and-bradley-quan-join-ubs-in-san-francisco\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/private-wealth-advisors-jeffrey-klinger-and-bradley-quan-join-ubs-in-san-francisco\\\/\"},\"author\":{\"name\":\"Newsdesk\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/#\\\/schema\\\/person\\\/482f27a394d4fda80ecb5499e519d979\"},\"headline\":\"Private Wealth Advisors Jeffrey Klinger and Bradley Quan join UBS in San Francisco\",\"datePublished\":\"2023-01-27T16:11:09+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/private-wealth-advisors-jeffrey-klinger-and-bradley-quan-join-ubs-in-san-francisco\\\/\"},\"wordCount\":695,\"image\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/private-wealth-advisors-jeffrey-klinger-and-bradley-quan-join-ubs-in-san-francisco\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/cts.businesswire.com\\\/ct\\\/CT?id=bwnews&amp;sty=20230127005307r1&amp;sid=flmnd&amp;distro=nx&amp;lang=en\",\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/private-wealth-advisors-jeffrey-klinger-and-bradley-quan-join-ubs-in-san-francisco\\\/\",\"url\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/private-wealth-advisors-jeffrey-klinger-and-bradley-quan-join-ubs-in-san-francisco\\\/\",\"name\":\"Private Wealth Advisors Jeffrey Klinger and Bradley Quan join UBS in San Francisco - 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