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Jeffrey Klotz

Managing Director at UBS Private Wealth Management

Jeffrey Klotz is a seasoned financial professional currently serving as the Managing Director of Private Wealth Management at UBS Financial Services Inc. He has been with UBS since December 2008, accumulating over 16 years of experience in this role.2 Klotz specializes in providing investment advice to ultra-high-net-worth families and individuals, leveraging nearly four decades of industry experience.1

Professional Background

  • Founding Partner: Jeffrey was a founding partner of J2 Wealth Management in 2016, which operates under UBS.1
  • Previous Experience: Before joining UBS, he held the position of Senior Vice President at Morgan Stanley, further enhancing his expertise in wealth management and financial advisory services.1
  • Expertise Areas: His professional focus includes asset allocation, strategic wealth planning, and business succession planning.1

Community Involvement

Klotz is actively involved in various philanthropic efforts and community organizations:

  • He is a member of the 21st Century Society at the Norton Museum in West Palm Beach.
  • He serves on the financial planning board for Congregation Shir Shalom, where he has been a member for over fifteen years.1

Personal Life

A native of Brooklyn, NY, Jeffrey Klotz resides part-time in Pound Ridge, NY, and Palm Beach Gardens, FL, with his wife, Elizabeth. They have two daughters, Hannah and Emily. Outside of his professional commitments, he enjoys golf and has a passion for art and live music.1

This extensive background positions Jeffrey Klotz as a prominent figure in private wealth management, recognized for his leadership and commitment to client service within the financial industry.

Highlights

Our Leadership - The Klotz Group of Companies
Jeff Klotz - TKC Construction Group, LLC
Jan 1 · advisors.ubs.com
Meet the team - J2 Wealth Management - New York, NY | UBS
Meet the team - J2 Wealth Management - New York, NY | UBS

Related Questions

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Jeffrey Klotz
Jeffrey Klotz, photo 1
Jeffrey Klotz, photo 2
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Location

New York, New York, United States