Wealth advice for your life's goals

Private Wealth Management

We believe that good financial planning advice is invaluable—it helps prepare you for whatever life brings. But it is especially important during times of major life change. Our process focuses on you and the priorities, goals, concerns and beliefs that will ultimately impact your financial well-being for years to come. We're here to help you tackle your concerns and embrace the opportunities that can enrich and empower you today and for years to come.

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Our team

Our personal relationships shaped our understanding of ones needs and aspirations. To help manage wealth, we call upon specialized advisory and unique investment capabilities of UBS. We will focus on being transparent, offer a full disclosure relationship.

  • Thomas Nieto

    Thomas Nieto

    Managing Director–Wealth Management

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    • AK
    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • ID
    • IL
    • IN
    • KS
    • KY
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MT
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI
    • WY

    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.

          Executive compensation
          Multi-generational families
          Business owners
          Entrepreneurs
          Professionals
          Exit planning
          Institutional consulting
          Corporate executives
          888 San Clemente Drive
          Suite 300
          Newport Beach, CA 92660
          thomas.nieto@ubs.com
          Thomas Nieto
          888 San Clemente Drive,Newport Beach,CA,92660
        • David Levine

          David Louis Levine, CFP, ChFC, CLU, CIMA, CPWA, CEPA

          Senior Vice President–Wealth Management

          Private Wealth Advisor

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          • AL
          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • HI
          • ID
          • IL
          • IN
          • KS
          • KY
          • MA
          • MD
          • ME
          • MI
          • MN
          • MO
          • MT
          • NC
          • NE
          • NH
          • NJ
          • NM
          • NV
          • NY
          • OH
          • OR
          • PA
          • RI
          • SC
          • TN
          • TX
          • UT
          • VA
          • VT
          • WA
          • WI
          • WY

          I began my career in one of the equity market’s more tumultuous periods —and over the past 30 years, I have helped clients manage their wealth throughout good times and bad. I joined UBS in 2007 after 17 years at American Express Financial Advisors. UBS has provided me and my clients the resources of the world’s largest wealth management firm without the demands of using proprietary products and services. Objectivity for fee-based advisors is extremely important, and UBS has proved to be the right choice for me and my clients.

          I bring clients considerable financial insight and a commitment to formulating investment strategies from a “macro” perspective through a very tailored financial planning process designed to meet the clients’ specific needs and goals. Building from UBS’s open architecture investment platform, I provide investment, financial, retirement and estate planning strategies to a range of clients, typically executives, business owners and other professionals. In addition, I have been instrumental in helping other individuals and families who have had unusually unique situations that needed a high level of attention to detail and services.

          My expertise comes not only in analyzing an investor’s goals, requirements and preferences and fashioning a portfolio that appropriately reflects the investor’s risk/reward profile, but also bringing in other consultants of the clients that may be required (e.g., tax advisors, accountants and attorneys) to properly establish investment and other financial strategies that allow us to personally gain a deeper understanding of our client's needs and to plan for the unforeseen. This has allowed me to emphasize my passion and drive to help others avoid common life planning and investment mistakes. This is particularly important as an investor’s financial needs, such as retirement, estate planning and business transition grows more complex.

          California Department of Insurance License #0M96379. Licenses S7, 3, 24, 63, & 62 

          • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024The 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.

            • Private Wealth Advisor
            • Senior Portfolio Manager
            • Retirement Plan Consultant & Certified Exit Planning Advisor®
            • Certified Investment Management Analyst® & CERTIFIED FINANCIAL PLANNER™
            • Chartered Financial Consultant® & Chartered Life Underwriter®
            Financial planning
            Estate planning strategies
            Exit planning
            Retirement Plan consulting
            Executive compensation
            Multi-generational families
            Women investors
            Business owners
            888 San Clemente Drive
            Suite 300
            Newport Beach, CA 92660
            david.levine@ubs.com,fred.grand@ubs.com,laura.holland@ubs.com
            David Louis Levine, CFP, ChFC, CLU, CIMA, CPWA, CEPA
            888 San Clemente Drive,Newport Beach,CA,92660
          • Tim

            Timothy T. Thatcher

            Senior Vice President–Wealth Management

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            • AK
            • AL
            • AZ
            • CA
            • CO
            • CT
            • DC
            • DE
            • FL
            • GA
            • HI
            • ID
            • IL
            • IN
            • KS
            • KY
            • MA
            • MD
            • ME
            • MI
            • MN
            • MO
            • MT
            • NC
            • NH
            • NJ
            • NM
            • NV
            • NY
            • OH
            • OR
            • PA
            • RI
            • SC
            • TN
            • TX
            • UT
            • VA
            • VT
            • WA
            • WI
            • WY

            Tim is a Senior Vice President of Wealth Management in Newport Beach, CA.   Tim works with corporations, executives and their families, coordinating decisions across relationships, acting as a Financial Quarterback and an extension of other service providers.  Tim’s comprehensive approach throughout his career integrates company benefit planning, retirement planning, investments and estate planning to assist clients with their complex planning needs. 

            Prior to joining UBS in 2012, Tim worked in the Financial Planning Division of Goldman Sachs for six years in both Orange County and the Greater Detroit area.  Tim was born and raised in the Midwest, where he graduated from the College of Business at Michigan State University, with a degree in Finance.  An active and avid sports fan, Tim currently resides in Orange County with his son London and is forever loyal to Detroit sports. 

            • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019, 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.

                Financial planning
                Education planning
                Retirement planning
                Estate planning strategies
                Investing
                Asset allocation
                Retirement Plan consulting
                Corporate executives
                888 San Clemente Drive
                Suite 300
                Newport Beach, CA 92660
                tim.thatcher@ubs.com
                Timothy T. Thatcher
                888 San Clemente Drive,Newport Beach,CA,92660
              • Frederick D. Grand Jr.

                Frederick D. Grand Jr.

                Senior Vice President–Wealth Management

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                • AK
                • AL
                • AZ
                • CA
                • CO
                • CT
                • DC
                • DE
                • FL
                • GA
                • HI
                • ID
                • IL
                • IN
                • KS
                • KY
                • MA
                • MD
                • ME
                • MI
                • MN
                • MO
                • MT
                • NC
                • NH
                • NJ
                • NM
                • NV
                • NY
                • OH
                • OR
                • PA
                • RI
                • SC
                • TN
                • TX
                • UT
                • VA
                • VT
                • WA
                • WI
                • WY

                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.

                      Lending services
                      Exit planning
                      Business succession
                      Institutional consulting
                      Executive compensation
                      Business owners
                      Family Offices
                      Entrepreneurs
                      888 San Clemente Drive
                      Suite 300
                      Newport Beach, CA 92660
                      fred.grand@ubs.com
                      Frederick D. Grand Jr.
                      888 San Clemente Drive,Newport Beach,CA,92660
                    • John Hurford

                      John Hurford, CFA

                      First Vice President–Wealth Management

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                      • AZ
                      • CA
                      • CO
                      • IN
                      • MA
                      • MI
                      • NC
                      • NY
                      • TX
                      • UT
                      • WI

                      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.

                            Securities-backed lending
                            Financial planning
                            Investing
                            Custom portfolios
                            Asset allocation
                            Alternative investments
                            Structured products
                            Impact investing
                            888 San Clemente Drive
                            Suite 300
                            Newport Beach, CA 92660
                            john.hurford@ubs.com
                            John Hurford, CFA
                            888 San Clemente Drive,Newport Beach,CA,92660
                          • Laura Boretsky Photo

                            Laura Boretsky

                            Authorized Officer

                            Senior Wealth Strategy Associate

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                            • CA
                            • CT
                            • DC
                            • FL
                            • IL
                            • KY
                            • MA
                            • NJ
                            • NY
                            • PA
                            • RI
                            • SC
                            • TX
                            • VA
                            • VT
                            • WA

                            Laura has been working in the financial services industry for over 19 years. She oversees client administration and client operational support. Laura attended the Academy for Business Careers and Post University. In her personal life, she has four children; Kaitlynn, Andrew, Julia, and Megan. Laura is an avid reader and loves spending time traveling and at the beach. She resides in Shelton, CT with her husband, John.

                                  Banking
                                  Lending services
                                  Cash management
                                  Investing
                                  Multi-generational families
                                  Women investors
                                  Financial Services professionals
                                  Corporate executives
                                  8 Wright Street
                                  3rd Floor
                                  Westport, CT 06880
                                  laura.boretsky@ubs.com
                                  Laura Boretsky
                                  8 Wright Street,Westport,CT,06880
                                • Laura Holland

                                  Laura Holland

                                  Authorized Officer

                                  Team Administrator

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                                  • AZ
                                  • CA
                                  • TX
                                  • UT
                                  • WI

                                  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.

                                        Banking
                                        Lending services
                                        Cash management
                                        Financial planning
                                        Philanthropy
                                        Legacy planning
                                        Estate planning strategies
                                        Institutional consulting
                                        888 San Clemente Drive
                                        Suite 300
                                        Newport Beach, CA 92660
                                        laura.holland@ubs.com
                                        Laura Holland
                                        888 San Clemente Drive,Newport Beach,CA,92660
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                                        Ryan Beddeo

                                        Client Associate

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                                        Ryan is a Registered Client Service Associate in Newport Beach, CA. He primarily assists with account maintenance, financial planning and client relations for the team. Ryan is Series 7 and Series 66 licensed while pursuing a CFP designation. 

                                        Ryan attended The Master’s University, where he received a Bachelor’s degree in Finance as well as a Masters of Business Administration. In his time there, her competed as a Captain of the Men’s Basketball team. Ryan is passionate about serving clients and maximizing financial efficiency.

                                        In his down-time, Ryan enjoys an active lifestyle and spending time with family and friends.

                                              Banking
                                              Lending services
                                              Cash management
                                              Financial planning
                                              Education planning
                                              Long-term care planning
                                              Retirement planning
                                              Estate planning strategies
                                              888 San Clemente Drive
                                              Suite 300
                                              Newport Beach, CA 92660
                                              ryan.beddeo@ubs.com
                                              Ryan Beddeo
                                              888 San Clemente Drive,Newport Beach,CA,92660

                                            One relationship. All of Private Wealth Management.

                                            Accessing resources. Delivering solutions.

                                            Advice for business owners

                                            Advanced Planning

                                            family

                                            Tailored family office services

                                            Multigenerational wealth planning

                                            construction

                                            Credit and liquidity solutions

                                            Defining your priorities. Pursuing what matters.

                                            Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

                                            Private Wealth Management

                                            As a team within the exclusive Private Wealth Management division at UBS, we connect you to the dynamic presence of one of the world‘s leading wealth managers. Private Wealth Advisors serve many of the firm‘s largest relationships, providing extensive reach and the distinct advantage of the firm‘s global perspective, insights and resources.

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                                            Sophisticated portfolio management

                                            cleaners

                                            Business succession planning

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                                            Inspiring connections

                                            Shaping multigenerational family wealth

                                            Investment Bank

                                            UBS Private Wealth Management

                                            You. Connected.

                                            There are two sides to every dream. 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.

                                            • Dreamers and doers
                                            • Intellects and experts
                                            • Planners and practitioners
                                            They inform our thinking, fuel our ambitions and help us invest for a better world. And they’re here.

                                            You. Connected.

                                            Private Wealth Management

                                            As a team within the exclusive Private Wealth Management division at UBS, we connect you to the dynamic presence of one of the world‘s leading wealth managers. Private Wealth Advisors serve many of the firm‘s largest relationships, providing extensive reach and the distinct advantage of the firm‘s global perspective, insights and resources.

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                                            Exiting on your terms

                                            The decision to exit your business is rarely simple and can often take up to five years or longer. In our decades of experience helping business owners and entrepreneurs exit their companies, we’ve come to believe it’s never too early to start. 

                                            Once you’ve made your decision to sell, we can work with you to build a strategic plan to guide you each step of the selling process. Our experience and knowledge can help you think through important estate planning considerations that can impact your long-term goals and family post-sale, including:

                                            • Structure and timing
                                            • Valuation opportunities
                                            • Risk management
                                            • Liquidity strategies
                                            • Your estate, potential succession and tax considerations
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                                            A boutique experience

                                            confident woman

                                            Your wealth. On your terms.

                                            A leader in wealth management

                                            Backed by the strength of our parent company, UBS AG

                                            $5.8+ trn

                                            UBS Group invested assets
                                            As of 03/31/2024

                                            51 countries

                                            Our global footprint

                                            Global leader

                                            UBS is a leading and truly global wealth manager

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