Integrity. Experience. Purpose.

Private Wealth Management

Making an Impact

For more than 30 years, we have guided successful individuals, families, corporations and not-for-profit organizations in making the best financial decisions in every type of market environment. Our clients have benefitted from both our strategic understanding of complex wealth, as well as the deep problem-solving expertise we bring to families, foundations, associations and endowments throughout the country. As Private Wealth Advisors, Institutional Consultants, and Philanthropists, our experience and training provide an ongoing source of insight and collaboration.

Whether you are the CEO of an organization, head of your governing board or the family you cherish, we’re committed to helping you realize your purpose and achieve your mission with the greatest impact.

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

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

Trends and insights.

Definitely Uncertain podcast

“This decade is set to be transformational for women’s wealth–fueled by growing financial clout and a reevaluation of priorities that has stirred a greater sense of purpose.” Wendy discusses these trends on Definitely Uncertain: The Private Wealth Podcast.

Wendy explained why the changes of Covid and market conditions have led women to take a more active role in managing their finances.

Mentoring through challenging times

Read Wendy's featurette in The Business Journal's bizwomen's article about purposeful giving.

UBS Global Family Office Report 2022

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

Own your worth 2022 - Women on purpose

Values, money and the pursuit of more intentional lives

Our latest research shows that women have emerged from the turbulence of the last few years even more committed to leading lives of purpose and making an impact on the world. This new report highlights how and why the large majority of women surveyed are more committed than ever to making a difference.

Read the report

Charitable Giving: Rules of the Road

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

Read report

The New Continuum

Explore the convergence of investment and philanthropic strategies—a trend we are seeing among ultra high net worth individuals and families.

Read report

Harlan B. Spinner, CIMA, CRPS

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- FL
- GA
- HI
- IL
- MA
- MT
- NC
- NJ
- NM
- NY
- OK
- PA
- RI
- UT
- VA
- WA
- WY
For three decades, our team has provided insight and advice to affluent individuals, families, corporations and diverse not-for-profit clients—helping them find answers to their most important financial questions. Our team puts our collective perspectives and experience to work for each of our clients—we are committed to a “clients first” philosophy and strive to do our best for them in every aspect of our relationship. Our goal is to help them confidently navigate the road ahead and pursue the goals that truly matter.

Making a difference
- Board member of the Fulfillment Fund
- Active in a number of non-profits that benefit children
- Chair of Endowment and Foundation Committee at UBS
Education
- B.S., Business Administration, Washington University in St. Louis
- 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, 2022The 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, 2023The 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, CIMA, CRPS

Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- IL
- MA
- NC
- NJ
- OK
As a former electrical engineer and lifelong volunteer, I’ve developed strong problem-solving and goal-setting skills for organizations and affluent families. In addition to providing investment consulting advice, I have chaired investment, governance and development committees for a variety of non-profit organizations. This firsthand experience has enabled me to offer clients and prospects meaningful insights and perspectives—delivered with integrity and compassion.

Making a difference
- President Emeritus, UCLA Anderson Alumni Network (37,000 members)
- Chair, UCLA Anderson Annual Fund Development Committee
- Member of the Fulfillment Fund Strategic Planning Committee
- Gold Shield Alumnae
- Former Upper School President at the Brentwood School
- Emory University Parent Board
- Former Board member of CHAMPS
- Former Board member of Curtis School
Education
- B.S., Electrical Engineering, Washington University in St. Louis
- M.B.A, UCLA Anderson School
- Forbes Best-in-State Wealth Management Teams, 2023The 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

First Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- FL
- GA
- HI
- IL
- MA
- MT
- NC
- NJ
- NM
- NY
- OK
- PA
- RI
- TX
- UT
- VA
- WA
- WY
I focus on providing solutions for our clients' most complex financial questions around their wealth, family, and legacy. It is important for me to have a deep understanding of what is important to our clients – what motivates you when you wake up in the morning and what keeps you up at night. I'm 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 know I have done a good job when our clients have more time to focus on what is most important to them whether it be their business, family and friends, or philanthropic efforts. I'm very active outside of work and enjoy biking, yoga, and learning about how we can improve our community.

Education
- B.A., Economics, UC Santa Barbara
- Forbes Best-in-State Wealth Management Teams, 2023The 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

Authorized Officer

Team Administrator
View bio
- AZ
- CA
- CO
- FL
- HI
- IL
- MA
- MI
- MT
- NC
- NJ
- NM
- NV
- NY
- OK
- PA
- RI
- TX
- UT
- VA
- WA
- WY
I have been in this industry for more than 30 years, in various roles and divisions. From sales to operations to branch management, client service has been my most enjoyable role. It’s also essential to building and strengthening our relationships. Everything I’ve learned over the years, along with my passion for helping people, contributes to the success of our clients and our team.
2000 Avenue of the Stars
7th. Floor North
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
My role as a client service associate includes working on timely client requests as well as portfolio analysis. It is rewarding for me to establish relationships with our clients and assist them in tackling life's obstacles together, as a team. I enjoy the combination client interaction as well as the analytical side of creating, modifying and monitoring investment portfolios. I believe that the experience, expertise and passion of our team is what contributes to our success in serving our clients.

Education
- B.A., Economics, UCLA
100 Crescent Court
Suite 400
Dallas, TX 75201

Harlan B. Spinner, CIMA, CRPS

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- FL
- GA
- HI
- IL
- MA
- MT
- NC
- NJ
- NM
- NY
- OK
- PA
- RI
- UT
- VA
- WA
- WY
For three decades, our team has provided insight and advice to affluent individuals, families, corporations and diverse not-for-profit clients—helping them find answers to their most important financial questions. Our team puts our collective perspectives and experience to work for each of our clients—we are committed to a “clients first” philosophy and strive to do our best for them in every aspect of our relationship. Our goal is to help them confidently navigate the road ahead and pursue the goals that truly matter.

Making a difference
- Board member of the Fulfillment Fund
- Active in a number of non-profits that benefit children
- Chair of Endowment and Foundation Committee at UBS
Education
- B.S., Business Administration, Washington University in St. Louis
- 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, 2022The 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, 2023The 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, CIMA, CRPS

Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- IL
- MA
- NC
- NJ
- OK
As a former electrical engineer and lifelong volunteer, I’ve developed strong problem-solving and goal-setting skills for organizations and affluent families. In addition to providing investment consulting advice, I have chaired investment, governance and development committees for a variety of non-profit organizations. This firsthand experience has enabled me to offer clients and prospects meaningful insights and perspectives—delivered with integrity and compassion.

Making a difference
- President Emeritus, UCLA Anderson Alumni Network (37,000 members)
- Chair, UCLA Anderson Annual Fund Development Committee
- Member of the Fulfillment Fund Strategic Planning Committee
- Gold Shield Alumnae
- Former Upper School President at the Brentwood School
- Emory University Parent Board
- Former Board member of CHAMPS
- Former Board member of Curtis School
Education
- B.S., Electrical Engineering, Washington University in St. Louis
- M.B.A, UCLA Anderson School
- Forbes Best-in-State Wealth Management Teams, 2023The 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

First Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- FL
- GA
- HI
- IL
- MA
- MT
- NC
- NJ
- NM
- NY
- OK
- PA
- RI
- TX
- UT
- VA
- WA
- WY
I focus on providing solutions for our clients' most complex financial questions around their wealth, family, and legacy. It is important for me to have a deep understanding of what is important to our clients – what motivates you when you wake up in the morning and what keeps you up at night. I'm 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 know I have done a good job when our clients have more time to focus on what is most important to them whether it be their business, family and friends, or philanthropic efforts. I'm very active outside of work and enjoy biking, yoga, and learning about how we can improve our community.

Education
- B.A., Economics, UC Santa Barbara
- Forbes Best-in-State Wealth Management Teams, 2023The 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

Authorized Officer

Team Administrator
View bio
- AZ
- CA
- CO
- FL
- HI
- IL
- MA
- MI
- MT
- NC
- NJ
- NM
- NV
- NY
- OK
- PA
- RI
- TX
- UT
- VA
- WA
- WY
I have been in this industry for more than 30 years, in various roles and divisions. From sales to operations to branch management, client service has been my most enjoyable role. It’s also essential to building and strengthening our relationships. Everything I’ve learned over the years, along with my passion for helping people, contributes to the success of our clients and our team.
2000 Avenue of the Stars
7th. Floor North
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
My role as a client service associate includes working on timely client requests as well as portfolio analysis. It is rewarding for me to establish relationships with our clients and assist them in tackling life's obstacles together, as a team. I enjoy the combination client interaction as well as the analytical side of creating, modifying and monitoring investment portfolios. I believe that the experience, expertise and passion of our team is what contributes to our success in serving our clients.

Education
- B.A., Economics, UCLA
100 Crescent Court
Suite 400
Dallas, TX 75201

Backed by the strength of UBS

A global leader in wealth management

^$2.8 trillion

In invested assets globally
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

You. Connected.

When it comes to caring for the family you love, the business you’ve built and the legacy you create, we believe connection is the key to transforming ideas into actions. Where do you begin? How do you make the right choices? At the Spinner Group, we’re prepared to take that journey with you today, tomorrow, every step of the way.

Connect with us

Start the conversation

Are you a UBS Client?

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Integrity. Experience. Purpose.

The Spinner Group

Making an Impact

The proof is in our numbers

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

Trends and insights.

Definitely Uncertain podcast

Mentoring through challenging times

UBS Global Family Office Report 2022

Own your worth 2022 - Women on purpose

Charitable Giving: Rules of the Road

The New Continuum

Request your report

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Harlan B. Spinner, CIMA, CRPS

Wendy Spinner, CIMA, CRPS

Nathan Benjamin Hass

Kelly Chavira

Bradley Sochowski

Harlan B. Spinner, CIMA, CRPS

Wendy Spinner, CIMA, CRPS

Nathan Benjamin Hass

Kelly Chavira

Bradley Sochowski

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Backed by the strength of UBS

A global leader in wealth management

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