Jonathan, and his team, understand that wealth management is more than just the wide range of financial services and strategies you can access at UBS. It is how those services and strategies are developed and delivered to help you pursue your goals. That’s why Affinity Wealth Partners offers a customized approach to wealth management, built on a personal relationship and shaped by an understanding of your needs and aspirations.

Since graduating from Boston University with a B.S. in Economics, Jonathan has been working with high net worth individuals and families for over two decades. During his career, he has realized that he does more than help people make the right decision about their investments: he helps them make the right choices for themselves, future generations, and the community they serve.

Jonathan’s primary focus is leveraging his years of experience and education to build customized portfolios for the team’s 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. His passion for giving back to his community has propelled him to work with non-profit clients to further their missions as an Endowments and Foundations Consultant.
Affinity Wealth Partners takes a full-service approach to wealth management. The team typically places themselves in the middle of each client’s sphere of influence to ensure that their investment recommendations are suitable to their client’s long-term goals.

Jonathan grew up on the east coast with his family in Connecticut. He is passionate about maintaining the legacy his grandparents have left in St Martin, FWI. Jonathan is involved in many different charitable organizations in the Los Angeles area, with a primary focus on giving back to the African American community and his local alumni association. Jonathan currently resides in Los Angeles, CA with his partner Lea and his two daughters, Amalia and Elsie. Outside of the office, he enjoys golf, cooking, biking and the beach.

Cavel Khan is the CRO of Tumblr responsible for global sales and sales strategy company-wide.
Prior to Tumblr he was the SVP of Client Partnerships, North America at VICE. In his role he oversaw sales and account management teams for the region. Cavel Khan was a Senior Manager on the CPG vertical at Twitter. He led a team responsible for building partnerships and growing revenue with Twitter’s largest CPG advertisers across the US. He also led the CPG Mid-Market sales channel in a similar capacity. Before joining Twitter he spent 8 years at Microsoft in multiple roles. First, as part of the Client Services Organization, building out the East Coast search teams supporting Bing. He then focused on building advertising partnerships across Microsoft’s display, mobile, and gaming platforms. He is a 2019 recipient of the America on Tech Innovator and Disruptor Award for Sales. He is also a 2020 Advertising Club of New York ICON Award recipient. He earned his MBA in Marketing from Zicklin School of Business in New York.

Cavel served as Chair of the Advisory Board of ADCOLOR, a non-profit focused on diversity in advertising. He is also a board member of the Community Roots Charter schools in Brooklyn. He lives in Brooklyn with his family.

Monique Nelson is chair and chief executive officer of UWG, the country’s longest-standing multicultural marketing and advertising agency. She took the helm of the agency in May 2012, when founder and advertising pioneer Byron Lewis retired.

Headquartered in Brooklyn, with offices in Detroit, Atlanta and Miami, UWG maintains a list of esteemed clients. Today, this list includes Ford Motor Company, Colgate-Palmolive, The Home Depot, Bacardi U.S. and Coca-Cola. As one of the country’s leading multicultural agencies, UWG services its clients with General Market, Black, Hispanic, Asian and LGBT marketing and advertising, digital and traditional advertising, consumer insight, public relations, consumer healthcare communications and cultural fluency consulting.

Lena Wasikowski is Vice President of Global Client Relations & Content Distribution for Warner Media. In her role, Wasikowski provides strategic oversight of the organization’s content delivery, client operations support, next generation content servicing initiatives and operations strategy.
Wasikowski leads teams responsible for delivering Warner Media content including Warner Bros., HBO and Turner Television and Home Entertainment content to global servicing partners and retailers worldwide. Wasikowski and her team ensure client success and accelerated content delivery through the development, implementation, and optimization of advanced operations protocols. Wasikowski also plays a lead role in the creation and establishment of servicing protocols for industry standard specs and next generation technologies.