Larry currently provides macro and technical analysis for the team's portfolio of investments at UBS. He looks at statistical and underlying fundamentals represented by various investment choices. He draws upon his experience as a CPA to help answer client concerns within a vast array of subjects.  Larry was born in South Africa and grew up in LA where he attended USC for his Bachelor of Science degree in accounting.  After receiving his CPA designation, Larry went to pursue his MBA through NYU's Stern School. Most recently, Larry earned the Certified Private Wealth Advisor® certification, which is the only advanced credential designed for wealth managers who advise high-net-worth clients.  He enjoys spending time with his wife Amy and their children, Alexandra, Mason and Harrison.

Registered States:
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, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WY

For over 20 years Jonathan has developed a customized approach to wealth management for clients. As Senior Portfolio Manager, he is responsible for following market trends, managing the teams proprietary discretionary based portfolios, and all general investments for the team. This approach is built on a personal relationship and shaped by an understanding of each client's needs and aspirations.

Jonathan is a part of UBS’ Athlete and Entertainment Division as well as the firms Diversity & Inclusion Council. His philanthropic endeavors is based on giving back and helping to build generational wealth for the black community.

Prior to beginning his wealth management career, Jonathan worked at State Street Bank as a Mortgage Backed Securities Analyst. His primary responsibilities were to calculate and model monthly cash flows for various CMBS and RMBS securities.

He is an avid golfer and frequently returns to Connecticut and St. Martin in the US Virgin Islands to visit friends and family. Jonathan lives in Los Angeles with his two lovely daughters; Amalia and Elsie.

Registered States:
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, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WY

Jonathan Israel has been in the financial services industry since 2006. Upon graduating from UCSD with a degree in Economics, he began his career at Edward Jones in Studio City.In 2011 he made the move to UBS in order to have a more well-rounded approach to helping his clients. Jonathan is a Certified Private Wealth Advisor® and an Accredited Asset Management Specialist(SM). He focuses on creating and implementing financial plans for business owners and high net worth families.  As a Certified Retirement Plan Specialist(SM), he also focuses on designing and running corporate retirement plans for small and mid-sized companies.  In 2019, Jonathan was named one of the Top 35 Advisors Under 35 at UBS*.Jonathan enjoys cooking, reading books, and bike riding. He lives in Valley Village with his wife, their two children, and dog. 

Registered States:
AZ, CA, CO, FL, GA, HI, ID, KS, MD, MN, NH, NM, NV, NY, OH, OR, PA, SD, TN, TX, UT, VA, WA

Blake primarily focuses on market and investment manager analysis, existing client portfolio review and maintenance, new client portfolio proposals, and the execution and overview of the teams discretionary equity/fixed income portfolios. Additionally, Blake is responsible for establishing and reviewing new and existing goals-based financial plans, which allows the team to identify client financial goals and implement a tangible plan to meet them.

Blake graduated from Villanova University in Philadelphia with a B.B.A. in Finance. He holds the Certified Investment Management Analyst (CIMA^®) certification, as well as his FINRA series 7/66 and insurance licenses. Blake currently resides in the South Bay, where he enjoys  golfing, spending time at the beach, and traveling to see friends and family.

Registered States:
CA, FL, IL, MA, NY, TN, TX, WA

Pilar is responsible for the day to day operations and administration of the team. This includes the monitoring of client and Financial Advisor requests to ensure timelines are met, as well as the input of orders and completion of associated documentation. Pilar also oversees new client onboarding and the education of clients regarding account services and capabilities.

Pilar joined the Affinity Wealth Partners team in 2013. She is FINRA Series 7/66 licensed and has over 20 years of Finance, Banking and Brokerage experience. Pilar currently lives in Santa Monica, CA. She has a daughter who lives in Santa Barbara, and they enjoy spending time traveling together. Pilar also enjoys photography, Pilates and being a tourist in her own town.

Registered States:
CA, FL, IL, MA, NY

Krystal manages the intensive day-to-day management of multiple calendars, scheduling and coordination of marketing events, client meetings and reviews. She also provides the operational and administrative support that accompanies complex financial situations. This can include order entry, funds processing through wire transfers, check issuance and gifting of stock and various other client service transactions.

Krystal graduated from California State University, Los Angeles, with a B.A. in Political Science. She currently holds her series 7 & 66 securities licenses. Krystal currently resides in Santa Clarita with her husband.

Registered States:
CA