Wealth advice for your life's goals

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Thomas Nieto is a Co-Founder of Spyglass Hill Advisors, where he is a Managing Director and a Private Wealth Financial Advisor in Newport Beach, California. Tom works closely with clients to identify their needs, provide advice and guidance, and coordinate unified action with a team of locally based specialists. 

Prior to joining UBS, Thomas worked as a Private Client Advisory for 25 years in Bank of America’s Private Bank (formerly U.S. Trust), where he helped add value to high-net-worth families. He also worked within Security Pacific National Bank where he participated in the creation of their Private Banking Group. Also, during his tenure there he worked in the Commercial Banking Group where he traveled globally to lead the acquisitions of foreign banks and oversaw evaluating and risk rating the firms largest corporate/real estate and capital market exposure.  He earned his B.A. from California State Polytechnic University, Pomona.

Thomas is a former board member of the Blue Ribbon Committee at California State College at Fullerton, as well as the Orange County Performing Arts Business Partnership. He is also a former Executive Board Member with United Way.

Thomas and his wife Marsha live in Newport Beach. During the weekend, he enjoys playing golf, as well as taking scenic walks along the coast. He also loves spending time with his two adult sons and three grandsons.

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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.

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John Hurford is a Senior Vice President and Senior Portfolio Manager at UBS in Newport Beach, California. In this role, he is responsible for creating and maintaining personalized investment solutions by utilizing a broad range of wealth management services including financial planning and wealth strategy. This includes assisting clients establish goals and objectives, work towards developing overall strategy, formulating and implementing potential solutions, and conducting reviews to help clients monitor progress toward reaching the goals. In addition, he supports clients in navigate through changing market environments to provide guidance in the areas of asset allocation, derivative oriented strategies, tax-minimization strategies, and risk-based strategies.

Prior to UBS he was a Senior Portfolio Manager at Bank of America (formerly U.S. Trust). He managed portfolios for both institutions and individuals. He was one of the founding members of the national model portfolio program as head of fixed income research. Additionally, he  was one of the Lead Portfolio Managers for the Private Bank’s flagship global equity portfolio, Global Opportunities Portfolio (GOP), which had $1.2B in AUM. This strategy was in the top quintile over past 10 years among global equity strategies including hundreds of outside managers (i.e. third party SMA’s and mutual funds).

Prior to joining Bank of America, John worked as a consultant  at LPL Financial working with financial advisors to create and develop customized asset allocations in accordance with the client’s financial goals. He earned his Master’s of Financial Engineering from UC Berkeley – Haas School of Business and Bachelor’s of Business Administration from the University of San Diego. He holds the Chartered Financial Analyst® (CFA®) designation.

In his free time, John enjoys spending time with his wife and two sons. During the weekends John is an avid surfer, Olympic weightlifter, and an aspiring barbeque pit master.

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Laura Holland is the Team Administrator for Spyglass Hill Advisors at UBS in Newport Beach, California.  In her role she coordinates the client team and in-house specialists to deliver a high-touch client experience that is customized for each client’s unique situation.  Laura organizes a strategy-based approach for our clients across investment management, credit, wealth structuring, trust and estate planning services, philanthropy, and private banking.

Laura enjoys learning each client’s unique story, which helps the team better understand their history and future goals and objectives. This knowledge enables Laura to utilize her extensive professional experience and desire for excellence to serve clients with a holistic approach and properly deliver the necessary firm resources.

Prior to joining UBS, Laura was a Private Client Manager at Bank of America Private Bank, in Newport Beach.  Laura has over 30 years of experience in financial services and gained a well-rounded background having worked in various roles serving high-net-worth individuals and institutional clients.   

Laura currently lives in Rancho Mission Viejo and enjoys the outdoors, cooking and spending time with family.

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David Kuang is a Senior Client Service Associate with the Spyglass Hill Advisors team at UBS in Newport Beach, California.  David comes to the UBS family with a large of amount of experience in private banking having held roles within both the retail and private banking divisions, most recently with Bank of America.  David attributes success to knowing that clients have their choice of banks anywhere in the world and it’s the white glove service his team consistently provides that keeps the business flourishing. 

David is a CFP® professional and graduated with a BA in Economics from The State University of New York at Binghamton.  He currently lives in South Orange County with his wife and two young daughters.

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Victor Morales is a Registered Client Service Associate with the Spyglass Hill Advisors team at UBS in Newport Beach, California. Victor joins the team having held previous internship experience at the UBS Newport Beach office and he is dedicated to ensuring excellent client service and managing team marketing efforts.  Victor graduated with a BA degree in Economics from the University of Texas at Austin., and currently holds Series 7 and 66 Securities Licenses.  A resident of Newport Beach, in his free time Victor enjoy sports.