Experience Makes all the difference

We are here to provide quality strategies customized to your needs–and to be your primary source of financial advice. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

Larry M. Schnaid, CFP ®, CPWA®.

Senior Vice President - Wealth Management
Senior Portfolio Manager
CERTIFIED FINANCIAL PLANNER™
310-772-7027
larry.schnaid@ubs.com

Connect with me on LinkedIn   Connect with me on LinkedIn

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, MA, MD, ME, MI, MN, MT, NC, NE, NJ, NM, NV, NY, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA


Jonathan B. Hodge, CIMA®

Senior Vice President - Wealth Management
Senior Portfolio Manager
Certified Investment Management Analyst (CIMA®)
Endowment & Foundation Consultant (EFC)
310-772-7090
jonathan.hodge@ubs.com

Connect with me on LinkedIn   Connect with me on LinkedIn

Jonathan earned a B.S. in economics from Boston University and has enjoyed over two decades helping clients manage their capital.  Jon realizes that he does more than help people make the right decision about investments, he helps clients make the right choices for themselves and their legacies.  He is primarily responsible for trading/execution, investment research, and general management of the teams activities.  Jon currently resides in Los Angeles and enjoys spending time with his two daughters, Amalia and Elsie.


Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, MA, MD, ME, MI, MN, MT, NC, NE, NJ, NM, NV, NY, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA


Devota Pilar Shay

Team Administrator
310-772-7090
pilar.shay@ubs.com

Pilar joined the Affinity Wealth Partners team in 2013 and has over 20 years experience in the financial services industry. Pilar currently holds her security licenses in general securities, commodities and futures and sales supervision.  Pilar is responsible for most of the teams' daily activities, including (but not limited) to money movements and compliance administration.  Pilar currently lives in Santa Monica, 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 Giron

Senior Client Service Associate
310-772-7090
krystal.giron@ubs.com

Krystal joined the Affinity Wealth Partners team in 2016. She manages the intensive day-to-day management of multiple calendars, scheduling and coordination of marketing events, client meetings and reviews. She provides 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. She currently holds her series 7 & 66 securities licenses. Graduated from California State University, Los Angeles, with a B.A. in Political Science. She resides in Santa Clarita with her husband and their rescue dog.

 

 


Registered States:
CA


Blake Thomas Fierro

Senior Wealth Strategy Associate
310-772-7090
blake.fierro@ubs.com

Blake joined the Affinity Wealth Partners team in 2016. He is focused on serving our clients holistically while also attending to daily account and portfolio upkeep. Blake specializes in investment manager due diligence as well as client portfolio review preparations. He is Life, Health and LTC Insurance licensed. Originally born and raised in Manhattan Beach, California, he moved to Philadelphia and attended Villanova University where he graduated with a degree in Finance.  Following graduation, Blake moved back to the South Bay where he enjoys golfing, spending time at the beach, and traveling to see friends and family.


Registered States:
CA, FL, NY, TN