Integrity. Experience. Purpose.

Private Wealth Management

Our team provides a boutique experience that is personal and completely tailored to your unique needs, yet informed and supported by the vast resources of a global leader in wealth management.
- The Spinner Group

The proof is in our numbers

100

Collective years of experience

$3 billion

Assets under management

Years in business as a team

Trends and insights.

UBS Global Family Office Report 2024

Insights from UBS family office clients around the globe. Thanks to our unique client base, it provides the world’s largest and most comprehensive study of single family offices.

Read report

Charitable Giving Rules of the Road

An overview of philanthropic strategies and their impact to help you evaluate different options.

Read report

Guiding non-profit organizations

For three decades, The Spinner Group has provided insight and strategic advice to investment committees and governing bodies of foundations, endowments, institutions and associations to help them achieve their missions while navigating their fiduciary challenges with greater confidence and ease.

For family foundations and grant-making organizations

Governance, best practices
Investment and Spending Policy development and review
Investment strategy design
Manager/fund due diligence, research and selection
Asset allocation, strategic rebalancing/tactical positioning
Ongoing consulting, monitoring and reporting
Administrative/banking services
Grant making
Experiential giving
Impact investing
Project-related investing
Family dynamics
Family meetings
Board education
ESG investments

For operating non-profit organizations

Governance, best practices
Investment and Spending Policy development and review
Investment strategy design including operating funds, reserves, quasi-endowments, and/or endowments
Manager/fund due diligence, research and selection
Asset allocation, strategic rebalancing/tactical positioning
Ongoing consulting, monitoring and reporting
Board education
Administrative/banking services
Development support
Capital campaigns
Donor-advised funds
Gift annuities
Planned giving
Processing donated securities
ESG investments

Guiding individuals and families

Within our firm's Private Wealth Management division, the Spinner Group provides you access to the full depth and breadth of UBS platforms, global expertise and thought leadership to truly advocate for you and your family. While every family is unique, we believe they share many similar questions, concerns and opportunities. We look forward to learning more about you, your family, and your business to understand what matters to you, your values and circumstances to ultimately develop a lasting and trusted relationship.

Many of our clients include a diverse group of entrepreneurs, corporate executives and professionals. We bring to those relationships a deep understanding of what it takes to grow and transition a business – often the greatest investment you will ever make. From business growth to pre-sale planning to your life post-sale, our strategic thinking and pragmatic approach can help business owners, entrepreneurs and executives at each stage of the business lifecycle.

For you, your family and legacy

Trust, estate and tax advisory
Family governance and education
Philanthropic advisory
Global Family Office Solutions
Comprehensive goals-based financial planning
Business succession planning

Get in touch

For your investment needs

Corporate lending
Asset allocation
Open architecture Investment Management
Access to unique private investments
Personalized, tax efficient/tax managed strategies
Cash flow analysis
Sustainable investing
Comprehensive reporting and oversight
Liquidity and concentrated stock planning
Investment banking
10b5-1 programs
Financial wellness programs

For your financing needs

Securities-backed lending
Private, restricted and concentrated stock lending
Complex asset lending
Real estate funding
Capital markets access

Trust, estate and tax advisory
Family governance and education
Philanthropic advisory
Global Family Office Solutions
Comprehensive goals-based financial planning
Business succession planning

Get in touch

Corporate lending
Asset allocation
Open architecture Investment Management
Access to unique private investments
Personalized, tax efficient/tax managed strategies
Cash flow analysis
Sustainable investing
Comprehensive reporting and oversight
Liquidity and concentrated stock planning
Investment banking
10b5-1 programs
Financial wellness programs

Securities-backed lending
Private, restricted and concentrated stock lending
Complex asset lending
Real estate funding
Capital markets access

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.

Harlan B. Spinner, CIMA, CRPS

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- FL
- GA
- HI
- IL
- MA
- MD
- MT
- NC
- NE
- NJ
- NM
- NY
- OH
- OK
- PA
- RI
- TX
- UT
- VA
- WA
- WY
For over three decades, I have enjoyed providing insight and advice to affluent individuals, families, corporations and diverse not-for-profit clients. I approach every client relationship with the mindset of understanding who and what is most important to them. I combine my years of experience in navigating multiple market environments and complex financial situations along with the vast global resources of UBS to serve our clients and help them to meet their goals. It gives me great pleasure to see our clients succeed, to share their life’s blessings and accomplishments, and to be there for them through the challenging times.

Outside of work, I enjoy spending time with family and friends and engaging in philanthropic endeavors. Most important to me is my work with the Fulfillment Fund, which helps underserved youth in Los Angeles get to and through college and onto successful careers. I am also an avid skier, cyclist, swimmer, and runner.

Education and Designations:
- B.S., Business Administration, Washington University in St. Louis, MO
- Certified Investment Management Analyst (CIMA®)
- Certified Retirement Plan Specialist (CRPS®)
I am proud to be recognized as a leader at UBS and within the industry:

Industry Recognition:
- Barron’s “Top 1200 Financial Advisors” (2019 – 2022)
  The Barron’s rating is awarded annually in March and based on information from the prior year Q3.
- Forbes “Best-in-State Wealth Advisors” (2018 – 2022)
  The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice.

For more information on third-party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
- Barron's Top 1,200 Financial Advisors, 2019, 2020, 2021, 2022
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067

harlan.b.spinner@ubs.com

Harlan B. Spinner, CIMA, CRPS

2000 Avenue of the Stars,Los Angeles,CA,90067
Wendy Spinner, CIMA, CRPS

Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- IL
- MA
- NC
- NJ
As a former electrical engineer and lifelong volunteer, I’ve developed strong problem-solving and goal-setting skills for organizations and affluent families. As a UBS Private Wealth Advisor, I integrate my passion for making a difference in the lives of others into the counsel I provide to women, families and mission-driven organizations. I assist my clients in pursuing their investment goals through a “doing well by doing good” approach that begins with understanding their values. Supported by industry-leading philanthropy and sustainable investment expertise at UBS, I can then help align their portfolios and giving strategies with those values. To me, this approach can help change the world for the better.

From advanced estate planning and impact investing, to endowment and foundation consulting, my advice is rooted in collaboration and critical thinking. As a lifelong volunteer, I bring the experience of having chaired boards and investment, governance and development committees for a variety of nonprofit organizations.

I am a strong supporter of educational equity and have dedicated much of my volunteer work to Fulfillment Fund, which makes college a reality for LA students growing up in educationally and economically under-resourced communities. I currently have the honor of serving as Board Chair of the organization, which has helped thousands of first-generation students pursue an education to help them be career ready. I have previously served on the Boards and committees of CHAMPS Charter High School, the Hugh O’Brien Youth Foundation, and Artists for Change in Los Angeles. I have also remained deeply involved with my alma mater UCLA, serving as a Gold Shield Alumnae, Past President of UCLA Anderson Alumni Network, and Founder of the UCLA Anderson Dean’s Society Women.

Education and Designations:
- B.S., Electrical Engineering, Washington University in St. Louis
- M.B.A, UCLA Anderson School
- Certified Investment Management Analyst (CIMA®)
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067

wendy.a.spinner@ubs.com

Wendy Spinner, CIMA, CRPS

2000 Avenue of the Stars,Los Angeles,CA,90067
Nathan Benjamin Hass

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- FL
- GA
- HI
- ID
- IL
- MA
- MD
- MT
- NC
- NE
- NJ
- NM
- NY
- OH
- OK
- PA
- RI
- TX
- UT
- VA
- WA
- WY
I work with entrepreneurs, business owners and C-suite executives to provide solutions for their most complex financial questions around their wealth, family, and legacy. This typically includes an emphasis on tax efficient investment strategy, long-term financial and cash flow planning, lending solutions, and stock option planning. It is important for me to have a deep understanding of our client’s lives and what matters most to them. I am passionate and focused on providing the right solutions for our clients and strive to deliver the full capabilities and resources of our global firm.

I feel very fortunate to work with our intelligent and highly successful clients on a daily basis. Outside of work, I keep my mind and body engaged through hiking, biking, yoga and travelling around the world. I aspire to one day hike the John Muir Trail as well as be a part-time professor to educate college students about personal finance and investments.

Education and Designations:
- B.A., Economics, UC Santa Barbara
- Certified Private Wealth Advisor (CPWA®)
- Certified Exit Planning Advisor (CEPA®)
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067

nathan.hass@ubs.com

Nathan Benjamin Hass

2000 Avenue of the Stars,Los Angeles,CA,90067
Kelly Chavira

Associate Director

Team Administrator
View bio
- AZ
- CA
- CO
- FL
- HI
- IL
- MA
- MI
- MT
- NC
- NE
- NJ
- NM
- NV
- NY
- OK
- PA
- RI
- TX
- VA
- WA
- WY
I started my career as a sales assistant with Kidder, Peabody where Harlan was the first Financial Advisor I supported. Since then, I have served in many roles, including branch operations manager with Kidder, Peabody and Lehman Brothers, and client service associate/team administrator with DLJ. My desire to help people is what drives me. I bring 37 years of experience to every interaction and am driven by my desire to help people. Making sure a client’s experience is the best, is what is most important to me.

I am passionate about animal welfare and helping the homeless in my community. I consider the Spinner Group my family.
2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067

kelly.chavira@ubs.com

Kelly Chavira

2000 Avenue of the Stars,Los Angeles,CA,90067
Bradley Sochowski

Wealth Strategy Associate
View bio
- AZ
- CA
- FL
- GA
- HI
- IL
- MA
- MT
- NC
- NJ
- NM
- NY
- OK
- PA
- RI
- TX
- UT
- VA
- WA
- WY
I work closely with high net worth individuals and families to simplify complexity and bring clarity to their financial lives. My focus is on building long-term, trusted relationships - taking the time to deeply understand each client’s values, goals, and priorities. This includes investment management, tax-efficient strategies, strategic asset location, and estate planning, always with an emphasis on preserving multigenerational wealth and achieving long-term financial results. I work closely with clients’ attorneys, CPAs, and other professionals to ensure every element of their financial picture is aligned and working together.

I earned my degree in Economics from UCLA, where I also played football as a wide receiver. I hold FINRA Series 7 and 66 licenses, as well as the Certified Investment Management Analyst® (CIMA®) designation. Outside of work, I enjoy playing golf, snowboarding, spending time at the lake, wine tasting, and attending sporting events. I find it incredibly rewarding to partner with clients as they make meaningful decisions around their wealth, family, and legacy.

Education and Designations:
- B.A., Economics, UCLA
- Certified Investment Management Analyst (CIMA®)
100 Crescent Court
Suite 400
Dallas, TX 75201

bradley.sochowski@ubs.com

Bradley Sochowski

100 Crescent Court,Dallas,TX,75201
David Portillo

Client Associate
View bio
David works closely with the Team Administrator to execute administrative and operational tasks while maintaining high-quality service for clients.

David began his career at UBS in 2022 as an intern and went on to serve as Branch Office Administrator and Branch Technology Liaison for the Los Angeles and Southern California Private Wealth Management branches. In this role, he worked directly with the Los Angeles Market leadership team, gaining valuable experience in branch operations and client service.

A Los Angeles native, David graduated cum laude from Dickinson College with a B.A. in Educational Policy. He is passionate about supporting first-generation college students in their journey to and through higher education. In his free time, he enjoys going to the beach and spending time with his family.
2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067

david.portillo@ubs.com

David Portillo

2000 Avenue of the Stars,Los Angeles,CA,90067

Harlan B. Spinner, CIMA, CRPS

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- FL
- GA
- HI
- IL
- MA
- MD
- MT
- NC
- NE
- NJ
- NM
- NY
- OH
- OK
- PA
- RI
- TX
- UT
- VA
- WA
- WY
For over three decades, I have enjoyed providing insight and advice to affluent individuals, families, corporations and diverse not-for-profit clients. I approach every client relationship with the mindset of understanding who and what is most important to them. I combine my years of experience in navigating multiple market environments and complex financial situations along with the vast global resources of UBS to serve our clients and help them to meet their goals. It gives me great pleasure to see our clients succeed, to share their life’s blessings and accomplishments, and to be there for them through the challenging times.

Outside of work, I enjoy spending time with family and friends and engaging in philanthropic endeavors. Most important to me is my work with the Fulfillment Fund, which helps underserved youth in Los Angeles get to and through college and onto successful careers. I am also an avid skier, cyclist, swimmer, and runner.

Education and Designations:
- B.S., Business Administration, Washington University in St. Louis, MO
- Certified Investment Management Analyst (CIMA®)
- Certified Retirement Plan Specialist (CRPS®)
I am proud to be recognized as a leader at UBS and within the industry:

Industry Recognition:
- Barron’s “Top 1200 Financial Advisors” (2019 – 2022)
  The Barron’s rating is awarded annually in March and based on information from the prior year Q3.
- Forbes “Best-in-State Wealth Advisors” (2018 – 2022)
  The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice.

For more information on third-party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
- Barron's Top 1,200 Financial Advisors, 2019, 2020, 2021, 2022
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067

harlan.b.spinner@ubs.com

Harlan B. Spinner, CIMA, CRPS

2000 Avenue of the Stars,Los Angeles,CA,90067
Wendy Spinner, CIMA, CRPS

Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- IL
- MA
- NC
- NJ
As a former electrical engineer and lifelong volunteer, I’ve developed strong problem-solving and goal-setting skills for organizations and affluent families. As a UBS Private Wealth Advisor, I integrate my passion for making a difference in the lives of others into the counsel I provide to women, families and mission-driven organizations. I assist my clients in pursuing their investment goals through a “doing well by doing good” approach that begins with understanding their values. Supported by industry-leading philanthropy and sustainable investment expertise at UBS, I can then help align their portfolios and giving strategies with those values. To me, this approach can help change the world for the better.

From advanced estate planning and impact investing, to endowment and foundation consulting, my advice is rooted in collaboration and critical thinking. As a lifelong volunteer, I bring the experience of having chaired boards and investment, governance and development committees for a variety of nonprofit organizations.

I am a strong supporter of educational equity and have dedicated much of my volunteer work to Fulfillment Fund, which makes college a reality for LA students growing up in educationally and economically under-resourced communities. I currently have the honor of serving as Board Chair of the organization, which has helped thousands of first-generation students pursue an education to help them be career ready. I have previously served on the Boards and committees of CHAMPS Charter High School, the Hugh O’Brien Youth Foundation, and Artists for Change in Los Angeles. I have also remained deeply involved with my alma mater UCLA, serving as a Gold Shield Alumnae, Past President of UCLA Anderson Alumni Network, and Founder of the UCLA Anderson Dean’s Society Women.

Education and Designations:
- B.S., Electrical Engineering, Washington University in St. Louis
- M.B.A, UCLA Anderson School
- Certified Investment Management Analyst (CIMA®)
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067

wendy.a.spinner@ubs.com

Wendy Spinner, CIMA, CRPS

2000 Avenue of the Stars,Los Angeles,CA,90067
Nathan Benjamin Hass

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- FL
- GA
- HI
- ID
- IL
- MA
- MD
- MT
- NC
- NE
- NJ
- NM
- NY
- OH
- OK
- PA
- RI
- TX
- UT
- VA
- WA
- WY
I work with entrepreneurs, business owners and C-suite executives to provide solutions for their most complex financial questions around their wealth, family, and legacy. This typically includes an emphasis on tax efficient investment strategy, long-term financial and cash flow planning, lending solutions, and stock option planning. It is important for me to have a deep understanding of our client’s lives and what matters most to them. I am passionate and focused on providing the right solutions for our clients and strive to deliver the full capabilities and resources of our global firm.

I feel very fortunate to work with our intelligent and highly successful clients on a daily basis. Outside of work, I keep my mind and body engaged through hiking, biking, yoga and travelling around the world. I aspire to one day hike the John Muir Trail as well as be a part-time professor to educate college students about personal finance and investments.

Education and Designations:
- B.A., Economics, UC Santa Barbara
- Certified Private Wealth Advisor (CPWA®)
- Certified Exit Planning Advisor (CEPA®)
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067

nathan.hass@ubs.com

Nathan Benjamin Hass

2000 Avenue of the Stars,Los Angeles,CA,90067
Kelly Chavira

Associate Director

Team Administrator
View bio
- AZ
- CA
- CO
- FL
- HI
- IL
- MA
- MI
- MT
- NC
- NE
- NJ
- NM
- NV
- NY
- OK
- PA
- RI
- TX
- VA
- WA
- WY
I started my career as a sales assistant with Kidder, Peabody where Harlan was the first Financial Advisor I supported. Since then, I have served in many roles, including branch operations manager with Kidder, Peabody and Lehman Brothers, and client service associate/team administrator with DLJ. My desire to help people is what drives me. I bring 37 years of experience to every interaction and am driven by my desire to help people. Making sure a client’s experience is the best, is what is most important to me.

I am passionate about animal welfare and helping the homeless in my community. I consider the Spinner Group my family.
2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067

kelly.chavira@ubs.com

Kelly Chavira

2000 Avenue of the Stars,Los Angeles,CA,90067
Bradley Sochowski

Wealth Strategy Associate
View bio
- AZ
- CA
- FL
- GA
- HI
- IL
- MA
- MT
- NC
- NJ
- NM
- NY
- OK
- PA
- RI
- TX
- UT
- VA
- WA
- WY
I work closely with high net worth individuals and families to simplify complexity and bring clarity to their financial lives. My focus is on building long-term, trusted relationships - taking the time to deeply understand each client’s values, goals, and priorities. This includes investment management, tax-efficient strategies, strategic asset location, and estate planning, always with an emphasis on preserving multigenerational wealth and achieving long-term financial results. I work closely with clients’ attorneys, CPAs, and other professionals to ensure every element of their financial picture is aligned and working together.

I earned my degree in Economics from UCLA, where I also played football as a wide receiver. I hold FINRA Series 7 and 66 licenses, as well as the Certified Investment Management Analyst® (CIMA®) designation. Outside of work, I enjoy playing golf, snowboarding, spending time at the lake, wine tasting, and attending sporting events. I find it incredibly rewarding to partner with clients as they make meaningful decisions around their wealth, family, and legacy.

Education and Designations:
- B.A., Economics, UCLA
- Certified Investment Management Analyst (CIMA®)
100 Crescent Court
Suite 400
Dallas, TX 75201

bradley.sochowski@ubs.com

Bradley Sochowski

100 Crescent Court,Dallas,TX,75201
David Portillo

Client Associate
View bio
David works closely with the Team Administrator to execute administrative and operational tasks while maintaining high-quality service for clients.

David began his career at UBS in 2022 as an intern and went on to serve as Branch Office Administrator and Branch Technology Liaison for the Los Angeles and Southern California Private Wealth Management branches. In this role, he worked directly with the Los Angeles Market leadership team, gaining valuable experience in branch operations and client service.

A Los Angeles native, David graduated cum laude from Dickinson College with a B.A. in Educational Policy. He is passionate about supporting first-generation college students in their journey to and through higher education. In his free time, he enjoys going to the beach and spending time with his family.
2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067

david.portillo@ubs.com

David Portillo

2000 Avenue of the Stars,Los Angeles,CA,90067

Tradition, trust and time

The challenges women breadwinners face embracing their financial clout

In our latest Own your worth survey, we found that nearly one third of high-earning women in heterosexual couples are the primary breadwinner. Yet many remain less engaged than men breadwinners in financial decision-making. How can financial participation, planning and the support of financial professionals help correct this imbalance?

Read the report

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$6 trn

UBS Group invested assets
As of 12/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Integrity. Experience. Purpose.

The Spinner Group

The proof is in our numbers

Trends and insights.

UBS Global Family Office Report 2024

Charitable Giving Rules of the Road

Request your report

Thank you! Your request has been submitted.

Guiding non-profit organizations

For family foundations and grant-making organizations

For operating non-profit organizations

Guiding individuals and families

Guiding individuals and families

For you, your family and legacy

For you, your family and legacy

For your investment needs

For your investment needs

For your financing needs

For your financing needs

Pursuing your goals together

Harlan B. Spinner, CIMA, CRPS

Wendy Spinner, CIMA, CRPS

Nathan Benjamin Hass

Kelly Chavira

Bradley Sochowski

David Portillo

Harlan B. Spinner, CIMA, CRPS

Wendy Spinner, CIMA, CRPS

Nathan Benjamin Hass

Kelly Chavira

Bradley Sochowski

David Portillo

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Tradition, trust and time

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Backed by the strength of our parent company, UBS AG

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