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
    • MT
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI

    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.

    • Forbes Best-in-State Wealth Management Teams, 2025The 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.

        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
        • 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.
        • Forbes Best-in-State Wealth Management Teams, 2025The 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.

          • 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
          • RI
          • SC
          • TN
          • TX
          • UT
          • VA
          • VT
          • WA
          • WI

          Tim Thatcher is Senior Vice President–Wealth Management at UBS and a partner on the Spyglass Advisors Team.

          Tim specializes in Financial Planning – working with corporations, C-suite executives and their families, coordinating decisions across relationships, and acting as a Financial Quarterback to be an extension of all service providers.  Tim’s comprehensive approach throughout his career integrates company benefits, retirement planning, asset management and estate planning to assist clients with their complex needs.

          After obtaining his business degree in Finance, Tim has enjoyed developing trusted relationships with clients and their families and the rewards of helping them protect and grow their wealth.  Tim is known for his ability to look at a problem from many angles, communicate a range of options and make clients feel heard and comfortable.  The personal relationships are everlasting and his clients become an extension of his own family. 

          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.  He has been named a Forbes Best-in-State Next-Gen Wealth Advisor twice, a designation for up-and-coming top advisors under age 40.

          • Forbes Best-in-State Wealth Management Teams, 2025The 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.
          • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019, 2023The Forbes rating is compiled by Shook Research and awarded annually in August 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
              • MT
              • NC
              • NH
              • NJ
              • NM
              • NV
              • NY
              • OH
              • RI
              • SC
              • TN
              • TX
              • UT
              • VA
              • VT
              • WA
              • WI

              Fred Grand is a Senior Vice President and Private Wealth Financial Advisor at UBS with Spyglass Hill Advisors in Newport Beach, Calif.

              Fred is responsible for providing high-net-worth individuals, families, business owners and institutions with customized wealth strategies, financial planning and access to lending solutions. He leads a team of experienced professionals from multiple disciplines who work in concert to uncover potential efficiencies.

              Fred enjoys helping clients streamline the complexities that often come with significant wealth. His tenure in financial services has provided him with deep relationships in professional communities and a vast 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 an advisor at Bank of America (formerly U.S. Trust), assisting high-net-worth clients and catering toto middle market companies and their owners. He served as an investment banker and CPA advising on mergers, acquisitions, and financing.

              Fred began his career as an auditor for PricewaterhouseCoopers (PwC), where he was a consultant to Fortune 500 companies, private equity firms and hedge funds. Originally from Southern California, he earned his bachelor’s and master’s degrees in accountancy and financial planning from the University of San Diego. Prior to his employment at UBS, he was also an adjunct professor at his alma mater, teaching finance and accounting.

              Outside of work, Fred enjoys spending time with his wife and three daughters in many recreational activities, including tennis, golf, skiing, cycling and relaxing on the beach. He also volunteers in his community.

              • Forbes Best-in-State Wealth Management Teams, 2025The 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.

                  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
                  • FL
                  • HI
                  • IN
                  • MA
                  • MI
                  • NC
                  • NY
                  • OH
                  • 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.

                  • Forbes Best-in-State Wealth Management Teams, 2025The 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.

                      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
                                • Spencer Alden

                                  Spencer Alden

                                  Client Associate

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                                          888 San Clemente Drive
                                          Suite 300
                                          Newport Beach, CA 92660
                                          spencer.alden@ubs.com
                                          Spencer Alden
                                          888 San Clemente Drive,Newport Beach,CA,92660

                                        One relationship. All of Private Wealth Management.

                                        Business Owner in entryway

                                        Advice for business owners & entrepreneurs

                                        senior couple, home in background

                                        Estate planning strategies

                                        Father and daughter hiking in fields

                                        Navigating opportunities across your enterprise

                                        Family on back porch

                                        Wealth transfer across generations

                                        Man riding a skateboard

                                        Are you ready for anything?

                                        Three generations in apple orchard

                                        Turn possibilities into a plan

                                        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.

                                        Container ship

                                        Maximize your potential wealth

                                        cleaners

                                        Business transition & succession planning

                                        Couple in an art gallery

                                        Comprehensive planning for significant wealth

                                        Mountain climbers on peak at sunrise

                                        A leading global wealth manager

                                        Three generations on beach

                                        From success to succession

                                        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.

                                        Helping women take charge

                                        Financial decision-making is easier when you have the benefit of a trusted source of advice. Our team is here for you with planning-based solutions to help you confidently take charge of your financial world. It's about helping you feel empowered to make important decisions about today’s opportunities and challenges—and tomorrow's.

                                        A leader in wealth management

                                        Backed by the strength of our parent company, UBS AG

                                        $5.9+ trn

                                        UBS Group invested assets
                                        As of 06/30/2024

                                        51 countries

                                        Our global footprint

                                        Global leader

                                        UBS is a leading and truly global wealth manager

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