Solutions designed to help you achieve your goals

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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

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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

• Strategic Partner

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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.

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• NC
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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.

Nikki joined UBS Wealth Management in 2023 as a Client Associate in the San Francisco office. In her role, she plays a critical part in supporting the day-to-day operations of the team, with a focus on client servicing, account maintenance, and operational efficiency. As the Technology Liaison, Nikki bridges the gap between client needs and digital solutions, ensuring seamless integration of UBS platforms and tools to enhance the client experience.

She earned her Bachelor of Arts in Public Relations and Ethnic Studies from the School of Journalism and Communication at the University of Oregon, where she developed a strong foundation in strategic communication and cultural awareness. Her academic background informs her thoughtful approach to client interactions and her ability to navigate complex service scenarios with clarity and professionalism.

Nikki is deeply committed to delivering high-touch service and fostering long-term relationships built on trust, responsiveness, and attention to detail. Her proactive mindset and collaborative spirit make her a valued member of the team.

Originally from Northern California, Nikki enjoys exploring San Francisco’s vibrant culinary scene, staying active through running, and engaging in the fast-growing sport of pickleball. Her enthusiasm for discovering new experiences reflects the same curiosity and energy she brings to her professional role.