Solutions designed to help you achieve your goals

We believe your unique goals should be at the center of all of your financial decisions and form the foundation of your financial strategy. Because significant wealth requires customized goals based financial strategies, we believe in building lasting relationships with a limited number of clients, taking the time to understand your most important priorities for today, tomorrow and your long-term future. Our philosophy celebrates collaboration. Working with a team of specialists, we draw on the resources and insights of a global financial institution to create strategies that reflect your aspirations for yourself and current and future generations of your family. Finally, we believe that while significant wealth brings complex challenges, our experience, passion and perspectives can help you simplify your life.

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Our capabilities

Your journey requires customized strategies tailored to your unique goals and priorities. We serve a limited number of individuals and families, allowing us to offer personalized, boutique-like services to help you simplify your life and pursue what’s important to you.

Advisors to a selective clientele

We work closely with a select group of individuals and families throughout the United States, helping them pursue their unique priorities for their lives, wealth, and legacies. As part of UBS, the team offers a refined caliber of strategy, tactics, and service that address the distinctive challenges that significant wealth can entail. Skilled problem-solvers, the team recognizes that success can be accompanied by multiple decision points that require a deﬅ hand and practical insight. Drawing on their direct experience with similarly situated families, the team seeks to generate forward thinking strategies that unwind the complexities and capitalize on the opportunities inherent in each client’s circumstances.

A deeply personal experience

The team prides itself on knowing—and serving—clients exceptionally well; their relationships oﬅen develop into long-term friendships, grounded in a natural camaraderie and closeness. This intimacy yields meaningful advice and guidance centered on client priorities. If a client has a question in mind or a “wrinkle in the brow” about a financial issue, the team wants to be the go-to resource—whatever the hour or day. The team looks to connect clients to a broad complement of capabilities, marshaling the diverse offerings of UBS across multiple business lines. They seek to be an effective sounding board— lending the 30,000-foot view on a new idea—while also tackling the day-to-day intricacies and complications that substantial wealth can involve.

At intersection of multiple needs

The Klinger Quan group seeks to be helpful beyond the traditional scale. Creative thinkers, they look to anticipate issues and circumvent obstacles, smoothing each client’s path forward toward meaningful goals. They offer a suite of integrated services, unified through painstaking analysis, design, and implementation. Their offerings include the following strategies and services, among others:

Customized portfolio management
Pre- and post-liquidity event strategies
Concentrated and restricted stock strategies
Trust and estate planning services
Wealth planning and cash flow analysis
Air, auto, marine, and art financing
Philanthropic services

Mindful of wealth preservation

The team is privileged to advise a number of wealth creators who have achieved significant attainments through hard work, diligence, and ingenuity. Mindful of these efforts, the team places a premium on long-term wealth preservation and down-side risk mitigation. Having witnessed numerous market cycles and economic conditions, the team relies on established investment principles designed to help clients pursue a clear objective: more dollars compounding more oﬅen. As seasoned portfolio managers, they embed the insight and understanding that can only be derived from first-hand experience. Closely attuned to each client’s lifestyle requirements and cash-flow needs, the team employs a tax- and risk-sensitive perspective that reflects their emphasis on long-term growth, diversification, de-correlation, and consistency.

A commitment to service

UBS is committed to providing a select group of clients with highly personalized one-on-one service. When you work with us, our knowledgeable, rigorously trained private wealth advisors will gain a deep understanding of your goals, help you develop a multigenerational wealth strategy, and help you update your approach as needed. We are committed to providing you access to the investment insights of UBS we will continue to invest in client tools and new technology to enhance your overall experience as you and your private wealth advisor pursue what’s most important to you.

_{Any information presented is general in nature and not intended to provide individually tailored investment advice. The strategies and/or investments referenced may not be suitable for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives. Investing involves risks and there is always the potential of losing money when you invest.}

_{Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.}

_{Banking and lending services are provided by UBS Bank USA, a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS no. 947868.}

_{As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that you understand the ways in which we conduct business, and that you carefully read the agreements and disclosures that we provide to you about the products or services we offer. For more information, please review client relationship summary provided at ubs.com/relationshipsummary, or ask your UBS Financial Advisor for a copy.}

_{Private Wealth Management is a division within UBS Financial Services Inc., which is a subsidiary of UBS Group AG}

Making sense of significant wealth

We can help you plan for it.

When you have created or inherited significant wealth, you have opportunities to pursue bold and meaningful undertakings. How do you make decisions that will guide you successfully forward, no matter what your goal?

We believe it’s all about connection. That’s why we are prepared to take that journey with you today, tomorrow, every step of the way.

Let's talk

Pursuing your goals together

As a client of UBS Financial Services Inc, you have access to services and resources ordinarily reserved for the world’s largest institutions. We work with individuals, families spanning multiple generations, business owners and executives. Using a goals-based wealth management approach, we put our clients at the center of every personalized strategy.

Jeffrey Klinger

Managing Director–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- LA
- MA
- MD
- MI
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
Jeff Klinger is a founder of the Klinger Quan Group within UBS Private Wealth Management. Jeff works with ultra-high-net-worth families, corporate executives, and entrepreneurs, streamlining multiple aspects of their financial lives. He offers a goals-based approach that centers on the unique needs and priorities of each client.

Prior to joining UBS in 2023, Jeff was at Merrill Private Wealth Management as a Managing Director and Private Wealth Advisor since 2013. Jeff spent the prior five years as a Director of the Private Bank at Credit Suisse. He started his private wealth management career at Lehman Brothers where he was a Vice President in 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. Jeff earned his Bachelor’s degree in Finance and Entrepreneurship from the University of Arizona.

In his free time, Jeff is a race-car hobbyist and collector of exotic cars. His hobbies also include wake surfing, skiing, and wine collecting. Jeff and his wife Kris reside in Lake Tahoe with their two children, Brooke and Chase.
- Portfolio Manager
937 Tahoe Blvd
2nd Floor
Incline Village, NV 89451

jeff.klinger@ubs.com

Jeffrey Klinger

937 Tahoe Blvd,Incline Village,NV,89451
Bradley Quan

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- LA
- MA
- MD
- MI
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WY
Bradley Quan is a founder of the Klinger Quan Group within UBS Wealth Management. Bradley provides clients with customized advise and guidance, including wealth management, tax-efficient investment management, alternative investment strategies, trust and estate planning services, and retirement strategies.

Prior to joining UBS in 2023, Bradley was at Merrill Private Wealth Management as a Senior Vice President since 2013. Then 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.

Born and raised in San Francisco, Bradley enjoys spending time exploring the city with his wife Samantha and their sons, Taye, Odin, and Levi.
- CA Insurance licensed #0K45720
555 California Street
32nd/ 34th /46th Floor
San Francisco, CA 94104

bradley.quan@ubs.com

Bradley Quan

555 California Street,San Francisco,CA,94104
Clint Greene

Associate Director

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- LA
- MA
- MD
- MT
- NC
- ND
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
Clint Greene serves as a Senior Wealth Strategy Associate for the Klinger Quan Group at UBS Private Wealth Management. Clint provides operational and logistical support to help clients pursue their financial goals more efficiently. As a central point of communications, he is integral to the team’s service model. Clint understands the complexities that significant wealth can entail. His extensive experience in serving ultra-high-net-worth clients has intensified his ability to anticipate their needs and advance their priorities.

Prior to joining UBS in 2023, Clint served as a Senior Private Wealth Client Associate at Merrill Private Wealth Management since 2013. Then prior to that, he served as a Client Service Associate with Credit Suisse Securities LLC for over five years. He holds a Bachelor’s degree in Economics from the University of California San Diego.

A native of California, Clint resides in Pleasant Hill with his wife and two children.
555 California Street
32nd/ 34th /46th Floor
San Francisco, CA 94104

clint.greene@ubs.com

Clint Greene

555 California Street,San Francisco,CA,94104
Joram Jensen

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- LA
- MA
- MD
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
Joram Jensen is a Senior Wealth Strategy Associate for the Klinger Quan Group at UBS Private Wealth Management. Prior to joining UBS in 2023, Joram served as a Wealth Management Specialist at Merrill Lynch since 2012. Joram works closely with high-net-worth individuals and families, providing them with one-on-one attention and in-depth analysis. He is particularly skilled in discerning the unique parameters and priorities of each client, marshaling the resources of his team and the wider firm to address clients’ interests and support their long-term objectives. A veteran member of the Klinger Quan Group, Joram offers the knowledge he has gained from serving an affluent clientele. Clients look to him for technical insight and careful deliberation, bolstered by a deeply ingrained work ethic.

Joram collaborates closely with the team’s Advisors, Jeff Klinger and Bradley Quan, to help unwind the complexities that can accompany substantial wealth. Adept in analyzing both sides of the balance sheet, Joram looks to uncover a more efficient path in pursuing client goals. Clients look to him for assistance with diverse aims. To these ambitions, Joram brings a steady resolve, uncovering a clear path forward and contributing to each client’s well-being.

Joram earned his Bachelor’s degree in Economics from the University of Utah.

Joram and his wife Brittany live in Salt Lake City with their children, Anna, Henry and Jackson. In his free time, Joram enjoys downhill skiing and waterskiing. He also competes in local basketball and football leagues.
937 Tahoe Blvd
2nd Floor
Incline Village, NV 89451

joram.jensen@ubs.com

Joram Jensen

937 Tahoe Blvd,Incline Village,NV,89451

Jeffrey Klinger

Managing Director–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- LA
- MA
- MD
- MI
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
Jeff Klinger is a founder of the Klinger Quan Group within UBS Private Wealth Management. Jeff works with ultra-high-net-worth families, corporate executives, and entrepreneurs, streamlining multiple aspects of their financial lives. He offers a goals-based approach that centers on the unique needs and priorities of each client.

Prior to joining UBS in 2023, Jeff was at Merrill Private Wealth Management as a Managing Director and Private Wealth Advisor since 2013. Jeff spent the prior five years as a Director of the Private Bank at Credit Suisse. He started his private wealth management career at Lehman Brothers where he was a Vice President in 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. Jeff earned his Bachelor’s degree in Finance and Entrepreneurship from the University of Arizona.

In his free time, Jeff is a race-car hobbyist and collector of exotic cars. His hobbies also include wake surfing, skiing, and wine collecting. Jeff and his wife Kris reside in Lake Tahoe with their two children, Brooke and Chase.
- Portfolio Manager
937 Tahoe Blvd
2nd Floor
Incline Village, NV 89451

jeff.klinger@ubs.com

Jeffrey Klinger

937 Tahoe Blvd,Incline Village,NV,89451
Bradley Quan

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- LA
- MA
- MD
- MI
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WY
Bradley Quan is a founder of the Klinger Quan Group within UBS Wealth Management. Bradley provides clients with customized advise and guidance, including wealth management, tax-efficient investment management, alternative investment strategies, trust and estate planning services, and retirement strategies.

Prior to joining UBS in 2023, Bradley was at Merrill Private Wealth Management as a Senior Vice President since 2013. Then 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.

Born and raised in San Francisco, Bradley enjoys spending time exploring the city with his wife Samantha and their sons, Taye, Odin, and Levi.
- CA Insurance licensed #0K45720
555 California Street
32nd/ 34th /46th Floor
San Francisco, CA 94104

bradley.quan@ubs.com

Bradley Quan

555 California Street,San Francisco,CA,94104
Clint Greene

Associate Director

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- LA
- MA
- MD
- MT
- NC
- ND
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
Clint Greene serves as a Senior Wealth Strategy Associate for the Klinger Quan Group at UBS Private Wealth Management. Clint provides operational and logistical support to help clients pursue their financial goals more efficiently. As a central point of communications, he is integral to the team’s service model. Clint understands the complexities that significant wealth can entail. His extensive experience in serving ultra-high-net-worth clients has intensified his ability to anticipate their needs and advance their priorities.

Prior to joining UBS in 2023, Clint served as a Senior Private Wealth Client Associate at Merrill Private Wealth Management since 2013. Then prior to that, he served as a Client Service Associate with Credit Suisse Securities LLC for over five years. He holds a Bachelor’s degree in Economics from the University of California San Diego.

A native of California, Clint resides in Pleasant Hill with his wife and two children.
555 California Street
32nd/ 34th /46th Floor
San Francisco, CA 94104

clint.greene@ubs.com

Clint Greene

555 California Street,San Francisco,CA,94104
Joram Jensen

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- LA
- MA
- MD
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
Joram Jensen is a Senior Wealth Strategy Associate for the Klinger Quan Group at UBS Private Wealth Management. Prior to joining UBS in 2023, Joram served as a Wealth Management Specialist at Merrill Lynch since 2012. Joram works closely with high-net-worth individuals and families, providing them with one-on-one attention and in-depth analysis. He is particularly skilled in discerning the unique parameters and priorities of each client, marshaling the resources of his team and the wider firm to address clients’ interests and support their long-term objectives. A veteran member of the Klinger Quan Group, Joram offers the knowledge he has gained from serving an affluent clientele. Clients look to him for technical insight and careful deliberation, bolstered by a deeply ingrained work ethic.

Joram collaborates closely with the team’s Advisors, Jeff Klinger and Bradley Quan, to help unwind the complexities that can accompany substantial wealth. Adept in analyzing both sides of the balance sheet, Joram looks to uncover a more efficient path in pursuing client goals. Clients look to him for assistance with diverse aims. To these ambitions, Joram brings a steady resolve, uncovering a clear path forward and contributing to each client’s well-being.

Joram earned his Bachelor’s degree in Economics from the University of Utah.

Joram and his wife Brittany live in Salt Lake City with their children, Anna, Henry and Jackson. In his free time, Joram enjoys downhill skiing and waterskiing. He also competes in local basketball and football leagues.
937 Tahoe Blvd
2nd Floor
Incline Village, NV 89451

joram.jensen@ubs.com

Joram Jensen

937 Tahoe Blvd,Incline Village,NV,89451