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

33

Years in business as a team


Trends and insights.

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

For operating non-profit organizations

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.

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

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

  • 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

    Harlan B. Spinner, CIMA, CRPS

    Managing Director–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • FL
    • GA
    • HI
    • IL
    • MA
    • MT
    • NC
    • NE
    • NJ
    • NM
    • NY
    • 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, 2023The 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, 2024The 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 Spinner

        Wendy Spinner, CIMA, CRPS

        Vice President–Wealth Management

        Financial Advisor

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        • 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, 2024The 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
          • Nathan Benjamin Hass

            Nathan Benjamin Hass

            First Vice President–Wealth Management

            Financial Advisor

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            • AZ
            • CA
            • CO
            • FL
            • GA
            • HI
            • IL
            • MA
            • MT
            • NC
            • NE
            • NJ
            • NM
            • NY
            • 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 America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
            • Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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
              •  Kelly Chavira

                Kelly Chavira

                Associate Director

                Team Administrator

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                • AZ
                • CA
                • CO
                • FL
                • HI
                • IL
                • MA
                • MI
                • MT
                • NC
                • 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
                    • Bradley Sochowski

                      Bradley Sochowski

                      Wealth Strategy Associate

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                      • AZ
                      • CA
                      • FL
                      • GA
                      • HI
                      • IL
                      • MA
                      • MT
                      • NC
                      • NJ
                      • NM
                      • NY
                      • OK
                      • PA
                      • RI
                      • TX
                      • UT
                      • VA
                      • WA
                      • WY

                      It is extremely rewarding for me to forge relationships with our clients and find the best solutions to fulfill their needs. I specialize in portfolio analysis, financial planning, manager research, implementation of client portfolios and custom reporting. I enjoy the process of translating our team’s insights into results for our clients. I feel at my best when I am working alongside clients as a team.

                      I joined The Spinner Group after graduating from UCLA where I studied Economics and played wide receiver for the university’s football team. I hold my FINRA series 7 and 66 licenses, as well as Certified Investment Management Analyst (CIMA®) designation. In my free time I enjoy playing golf, skiing and attending sporting events.

                      Education and Designations:

                      • B.A., Economics, UCLA
                      • Certified Investment Management Analyst (CIMA®)

                            100 Crescent Court
                            Suite 400
                            Dallas, TX 75201
                          • dunn

                            Jennifer Dunn

                            Client Associate

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                            • CA

                            I joined UBS in early 2022 as a client service associate with a focus on leading marketing initiatives for the team. I hold FINRA Series 7 and 66 licenses and provide support in various aspects of client service, operations, reporting and relationship building. I believe our team culture is what sets us apart – we are purposeful and passionate about understanding what is important to our clients and finding ways to help them achieve their goals. I enjoy getting to know our clients, learning new skills, and collaborating with colleagues to see how we can best serve our clients and community.

                            In my free time, I enjoy traveling, spending time with family, and going to the beach.

                            Education and Designations:

                            • B.A., Communication, USC

                                  1200 Prospect Street
                                  Suite 100
                                  La Jolla, CA 92037
                                Lead gen

                                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

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