Wealth advice for your life's goals

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.

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

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
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    • CT
    • DC
    • FL
    • GA
    • HI
    • ID
    • IL
    • IN
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    • KY
    • MA
    • MD
    • ME
    • MI
    • MN
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    • NC
    • NH
    • NJ
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    • NV
    • NY
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    • 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.

        100 West Putnam Ave
        2nd Floor
        Greenwich, CT 06830
      • Thomas Nieto

        Thomas Nieto

        Managing Director–Wealth Management

        Financial Advisor

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        • AK
        • AL
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        • DC
        • FL
        • GA
        • HI
        • ID
        • IL
        • IN
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        • KY
        • MA
        • MD
        • ME
        • MI
        • MN
        • MO
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        • NC
        • NH
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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.

              888 San Clemente Drive
              Suite 300
              Newport Beach, CA 92660
            • Frederick Grand

              Frederick D. Grand Jr.

              Senior Vice President–Wealth Management

              Financial Advisor

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              • AK
              • AL
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              • CO
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              • DC
              • FL
              • GA
              • HI
              • ID
              • IL
              • IN
              • KS
              • KY
              • MA
              • MD
              • ME
              • MI
              • MN
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              • MT
              • NC
              • NH
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              • NV
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              • OR
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              • RI
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              • 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
                    Cash management
                    888 San Clemente Drive
                    Suite 300
                    Newport Beach, CA 92660
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                    Timothy Thatcher

                    Senior Vice President–Wealth Management

                    Financial Advisor

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                    • AK
                    • AL
                    • AZ
                    • CA
                    • CO
                    • CT
                    • DC
                    • 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
                    • Forbes America’s 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.

                        888 San Clemente Drive
                        Suite 300
                        Newport Beach, CA 92660
                      • John Hurford

                        John Hurford, CFA

                        First Vice President–Wealth Management

                        Financial Advisor

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                        • AZ
                        • CA
                        • CO
                        • IN
                        • MA
                        • MI
                        • 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.

                              888 San Clemente Drive
                              Suite 300
                              Newport Beach, CA 92660
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                              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

                                    100 West Putnam Ave
                                    2nd Floor
                                    Greenwich, CT 06830
                                  • Laura Holland

                                    Laura Holland

                                    Authorized Officer

                                    Team Administrator

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                                    • AZ
                                    • CA
                                    • TX
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                                    • 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.

                                          888 San Clemente Drive
                                          Suite 300
                                          Newport Beach, CA 92660
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                                          Walter Beddeo

                                          Client Associate

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                                          • CA

                                                888 San Clemente Drive
                                                Suite 300
                                                Newport Beach, CA 92660

                                              A focus on personalized access and service

                                              Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

                                              Professionals

                                              We work with a range of professionals across an array of fields, including the medical, legal, tax and financial professions, among many others. Supporting your personal and business objectives, we tailor our advice to your specific needs for financial planning, cash flow, investing and tax planning strategies as well as business transition challenges.

                                              Accessing resources. Delivering solutions.

                                              investments

                                              Investment Management

                                              Multigenerational wealth planning

                                              Business owners and Family office

                                              Advice for business owners

                                              Family offices

                                              Goals-based planning

                                              Preparing your business

                                              Business transition and succession planning

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                                              Ready to sell your business?

                                              The five hallmarks of a successful sale

                                              Move forward with confidence in possibly the biggest venture of your life. We can help advise and orchestrate your entire team of experts throughout the sale process and beyond.

                                              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.

                                              Goals-based planning

                                              Our solutions can be as unique as the families and business owners we work with. You articulate your goals and we’ll help you figure out the steps for achieving them.

                                               

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