Experience

Makes all the difference

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.

Harlan B. Spinner, CIMA, CRPS

Managing Director–Wealth Management

Financial Advisor

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

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

Recognized as an industry leader:

  • 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.

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

2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067

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Wendy Spinner, CIMA, CRPS

Vice President–Wealth Management

Financial Advisor

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

Registered States:
  • AZ
  • CA
  • CO
  • IL
  • MA
  • NC
  • NJ
  • OK

Recognized as an industry leader:

  • 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.

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

2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067

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Nathan Benjamin Hass

First Vice President–Wealth Management

Financial Advisor

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

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

Recognized as an industry leader:

  • 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.

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

2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067

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Kelly Chavira

Authorized Officer

Team Administrator

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.

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • HI
  • IL
  • MA
  • MI
  • MT
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OK
  • PA
  • RI
  • TX
  • UT
  • VA
  • WA
  • WY
2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067

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Bradley Sochowski

Wealth Strategy Associate

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

Registered States:
  • AZ
  • CA
  • FL
  • GA
  • HI
  • IL
  • MA
  • MT
  • NC
  • NJ
  • NM
  • NY
  • OK
  • PA
  • RI
  • TX
  • UT
  • VA
  • WA
  • WY
100 Crescent Court
Suite 400
Dallas, TX 75201

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