Let's move forward. Together.

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

Steven Nassau

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- CA
- CO
- CT
- FL
- GA
- MD
- MI
- MN
- NJ
- NV
- NY
- OR
- PA
- TX
- VT
- WI
Steve takes pride in being able to help individuals and families manage their investments with a view to their long-term objectives. He works with clients to design an investment plan for important life goals, balancing growth and preservation over time.

Steve anchors investment ideas and strategies in a deep understanding of what clients want to accomplish, as well as provide timely research insights and trends from across the firm. He helps clients determine the combination of solutions, managers and strategies suited to particular preferences, and ensures client portfolios stay aligned with their future vision.

Steve is a long-time board member of the Association of Corporate Growth of Orange County. Prior to moving to California, Steve spent 12 years on Wall street gaining valuable industry knowledge and insights.

CA Insurance Lic #0E59035
20 Pacifica
Suite 1500
Irvine, CA 92618

steve.nassau@ubs.com

Steven Nassau

20 Pacifica,Irvine,CA,92618
Kristin Landis

Senior Registered Client Associate
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- FL
- GA
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MN
- MS
- NJ
- NV
- NY
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WI
- WY
Kristin is an integral part of the team, responsible for managing all team operations, client requests and account administration. She is committed to building lasting relationships with each client and takes pride in responding to client requests and working with the team to address their needs, no matter how small or complex. Kristin also assists in delivering customized service and solutions, always striving to exceed clients’ expectations.

Past experience

– Senior Registered Client Associate, Morgan Stanley

Education and credentials

– B.S. in Business Management, University of Phoenix

– Series 7, 66 and 31 securities licenses
20 Pacifica
Suite 1500
Irvine, CA 92618

kristin.landis@ubs.com

Kristin Landis

20 Pacifica,Irvine,CA,92618

Frederick D. Grand Jr.

Senior Vice President–Wealth Management

Financial Advisor

View bio

Fred Grand is Co-Founder of Spyglass Hill Advisors, where he is Senior Vice President and Private Wealth Financial Advisor at UBS in Newport Beach, California. Fred is responsible for providing high-net-worth individuals, families, business owners and institutions with customized wealth strategies, planning, and banking services. He leads a team of in-house specialists who work in concert to uncover possible efficiencies in multiple disciplines.

Fred enjoys helping clients streamline the complexities that significant wealth can entail. His tenure in financial services has provided him with deep relationships in the professional community and a robust network of contacts. This connectivity allows him to support clients in their efforts to preserve, grow and transfer wealth effectively.

Prior to joining UBS, Fred was a nationally Top Ranked Private Client Advisor for Bank of America (formerly U.S. Trust) assisting high-net-worth clients. Fred was also awarded the Best in the West Award for his role as a Global Commercial Banker, where he catered to Middle Market companies and their owners. He served as an Investment Banker and CPA® conducting mergers, acquisitions, and financing advisory services. Fred began his career as an auditor for PricewaterhouseCoopers (PwC), where he consulted Fortune 500 companies, private equity firms, and hedge funds. Originally from Southern California, he earned his Bachelor’s and Master’s degree in Accountancy and Financial Planning from the University of San Diego. He has served as a top-ranked adjunct professor at his alma mater, teaching finance and accounting. Fred has attained the designation of Certified Public Accountant (CPA®, inactive).

In his free time, Fred enjoys spending time with his wife and three daughters doing recreational activities such as; playing tennis, golf, skiing, cycling or relaxing at the beach. In addition, he can be found volunteering within the community and serving on several company boards.
Timothy Thatcher

Senior Vice President–Wealth Management

Financial Advisor

View bio

Tim Thatcher is Senior Vice President–Wealth Management at UBS and a partner on the Spyglass Advisors Team.

Tim specializes in Financial Planning – working with corporations, C-suite executives and their families, coordinating decisions across relationships, and acting as a Financial Quarterback to be an extension of all service providers. Tim’s comprehensive approach throughout his career integrates company benefits, retirement planning, asset management and estate planning to assist clients with their complex needs.

After obtaining his business degree in Finance, Tim has enjoyed developing trusted relationships with clients and their families and the rewards of helping them protect and grow their wealth. Tim is known for his ability to look at a problem from many angles, communicate a range of options and make clients feel heard and comfortable. The personal relationships are everlasting and his clients become an extension of his own family.

Prior to joining UBS in 2012, Tim worked in the Financial Planning Division of Goldman Sachs for six years in both Orange County and the Greater Detroit area. Tim was born and raised in the Midwest, where he graduated from the College of Business at Michigan State University, with a degree in Finance. An active and avid sports fan, Tim currently resides in Orange County with his son London and is forever loyal to Detroit sports. He has been named a Forbes Best-in-State Next-Gen Wealth Advisor twice, a designation for up-and-coming top advisors under age 40.
Roubina Kurkjian

NMLS #947868

Senior Wealth Management Banker, UBS Bank USA

View bio

Roubina Kurkjian joined UBS Bank USA in 2016 and she is currently a Senior Wealth Management Banker covering the Orange County Market.

Roubina has an extensive background in relationship banking. She is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives.

Professional history

Roubina began her career in financial services in 1998. Prior to joining UBS, Roubina was most recently a Wealth Management Banker at Merrill Lynch.

Education and personal information

In Roubina’s role as a Senior Wealth Management Banker her NMLS # is 637447. She holds her Series 7 and 66 securities licenses, and California Insurance license . She also holds a B.S in Business Management and Operations Management from California State University Long Beach.

Outside of the office, Roubina currently lives in Cowan Heights, California with her husband and two children.

Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender

Steven Nassau

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- CA
- CO
- CT
- FL
- GA
- MD
- MI
- MN
- NJ
- NV
- NY
- OR
- PA
- TX
- VT
- WI
Steve takes pride in being able to help individuals and families manage their investments with a view to their long-term objectives. He works with clients to design an investment plan for important life goals, balancing growth and preservation over time.

Steve anchors investment ideas and strategies in a deep understanding of what clients want to accomplish, as well as provide timely research insights and trends from across the firm. He helps clients determine the combination of solutions, managers and strategies suited to particular preferences, and ensures client portfolios stay aligned with their future vision.

Steve is a long-time board member of the Association of Corporate Growth of Orange County. Prior to moving to California, Steve spent 12 years on Wall street gaining valuable industry knowledge and insights.

CA Insurance Lic #0E59035
20 Pacifica
Suite 1500
Irvine, CA 92618

steve.nassau@ubs.com

Steven Nassau

20 Pacifica,Irvine,CA,92618
Kristin Landis

Senior Registered Client Associate
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- FL
- GA
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MN
- MS
- NJ
- NV
- NY
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WI
- WY
Kristin is an integral part of the team, responsible for managing all team operations, client requests and account administration. She is committed to building lasting relationships with each client and takes pride in responding to client requests and working with the team to address their needs, no matter how small or complex. Kristin also assists in delivering customized service and solutions, always striving to exceed clients’ expectations.

Past experience

– Senior Registered Client Associate, Morgan Stanley

Education and credentials

– B.S. in Business Management, University of Phoenix

– Series 7, 66 and 31 securities licenses
20 Pacifica
Suite 1500
Irvine, CA 92618

kristin.landis@ubs.com

Kristin Landis

20 Pacifica,Irvine,CA,92618

Frederick D. Grand Jr.

Senior Vice President–Wealth Management

Financial Advisor

View bio

Fred Grand is Co-Founder of Spyglass Hill Advisors, where he is Senior Vice President and Private Wealth Financial Advisor at UBS in Newport Beach, California. Fred is responsible for providing high-net-worth individuals, families, business owners and institutions with customized wealth strategies, planning, and banking services. He leads a team of in-house specialists who work in concert to uncover possible efficiencies in multiple disciplines.

Fred enjoys helping clients streamline the complexities that significant wealth can entail. His tenure in financial services has provided him with deep relationships in the professional community and a robust network of contacts. This connectivity allows him to support clients in their efforts to preserve, grow and transfer wealth effectively.

Prior to joining UBS, Fred was a nationally Top Ranked Private Client Advisor for Bank of America (formerly U.S. Trust) assisting high-net-worth clients. Fred was also awarded the Best in the West Award for his role as a Global Commercial Banker, where he catered to Middle Market companies and their owners. He served as an Investment Banker and CPA® conducting mergers, acquisitions, and financing advisory services. Fred began his career as an auditor for PricewaterhouseCoopers (PwC), where he consulted Fortune 500 companies, private equity firms, and hedge funds. Originally from Southern California, he earned his Bachelor’s and Master’s degree in Accountancy and Financial Planning from the University of San Diego. He has served as a top-ranked adjunct professor at his alma mater, teaching finance and accounting. Fred has attained the designation of Certified Public Accountant (CPA®, inactive).

In his free time, Fred enjoys spending time with his wife and three daughters doing recreational activities such as; playing tennis, golf, skiing, cycling or relaxing at the beach. In addition, he can be found volunteering within the community and serving on several company boards.
Timothy Thatcher

Senior Vice President–Wealth Management

Financial Advisor

View bio

Tim Thatcher is Senior Vice President–Wealth Management at UBS and a partner on the Spyglass Advisors Team.

Tim specializes in Financial Planning – working with corporations, C-suite executives and their families, coordinating decisions across relationships, and acting as a Financial Quarterback to be an extension of all service providers. Tim’s comprehensive approach throughout his career integrates company benefits, retirement planning, asset management and estate planning to assist clients with their complex needs.

After obtaining his business degree in Finance, Tim has enjoyed developing trusted relationships with clients and their families and the rewards of helping them protect and grow their wealth. Tim is known for his ability to look at a problem from many angles, communicate a range of options and make clients feel heard and comfortable. The personal relationships are everlasting and his clients become an extension of his own family.

Prior to joining UBS in 2012, Tim worked in the Financial Planning Division of Goldman Sachs for six years in both Orange County and the Greater Detroit area. Tim was born and raised in the Midwest, where he graduated from the College of Business at Michigan State University, with a degree in Finance. An active and avid sports fan, Tim currently resides in Orange County with his son London and is forever loyal to Detroit sports. He has been named a Forbes Best-in-State Next-Gen Wealth Advisor twice, a designation for up-and-coming top advisors under age 40.
Roubina Kurkjian

NMLS #947868

Senior Wealth Management Banker, UBS Bank USA

View bio

Roubina Kurkjian joined UBS Bank USA in 2016 and she is currently a Senior Wealth Management Banker covering the Orange County Market.

Roubina has an extensive background in relationship banking. She is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives.

Professional history

Roubina began her career in financial services in 1998. Prior to joining UBS, Roubina was most recently a Wealth Management Banker at Merrill Lynch.

Education and personal information

In Roubina’s role as a Senior Wealth Management Banker her NMLS # is 637447. She holds her Series 7 and 66 securities licenses, and California Insurance license . She also holds a B.S in Business Management and Operations Management from California State University Long Beach.

Outside of the office, Roubina currently lives in Cowan Heights, California with her husband and two children.

Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

House View Monthly

A leading global wealth manager

Donor-advised funds

Year-end charitable giving

As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.

For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$6.9 trn

UBS Group invested assets
As of 10/29/2025

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Let's move forward. Together.

Pursuing your goals together

Steven Nassau

Kristin Landis

Frederick D. Grand Jr.

Timothy Thatcher

Roubina Kurkjian