Edward Klein, FPQP®

Mr. Klein joined Simon Quick in May of 2023 and currently serves as a Client Service Associate. His primary responsibilities include assisting with client onboardings, account openings, processing money movements, and assisting with client requests.

Prior to joining Simon Quick, Mr. Klein worked for UBS Financial Services as a Client Service Associate. In this capacity, he gained exposure to the financial planning field, servicing high-net-worth clients while working under two senior advisors.

Mr. Klein graduated from Villanova University with co-majors in finance and business analytics. While at Villanova, he was a member of the Men’s Ice hockey team and assisted with team finances. In his spare time, Mr. Klein enjoys playing hockey, golf, and darts.