Advice for Founders. Driven by excellence.

Private Wealth Management

Helping you realize your vision

It takes a special understanding to help meet the needs of our select roster of clients. We work with successful entrepreneurs, founders and business executives—all of whom demand a sophisticated and nimble approach to managing their wealth. An approach that recognizes the demands of a particularly fast-paced business environment. For founders, we help you harness and refine your vision for your wealth, now and looking ahead. If you are a business owner or executive, we can help you strategically and tactically navigate complex challenges and take advantage of unforeseen opportunities. Above all, we understand that the wealth creation process is a dynamic one—one that requires a trusted and informed advisor.

Let us help simplify your life, so that you can focus on what’s most important to you—whether it’s bringing a vision to life, managing a thriving business or embarking on an exciting new opportunity. At every stage, and through every challenge, we will work closely with you to identify a plan for your wealth and to chart a course for what’s ahead, no matter how complex or unexpected. Our experience and proven track record in working with successful wealth creators allows us to offer smart, strategic advice, drawing on UBS’s impressive global resources and working with you to craft a road map for your wealth that is intentionally designed to evolve with you, your business and your family.

 

Connecting you to the deep resources of UBS

By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

Making a difference for our clients

Capabilities tailored to your needs

The access and opportunities of Private Wealth Management.

You. Connected.

When it comes to caring for the family you love, the business you’ve built and the legacy you hope others will value, we believe connection is the key to transforming ideas into actions. As a UBS Private Wealth Management team, we are well positioned to access all that UBS offers—locally and globally—to connect you to the premier services, solutions and support that can help you achieve your most important goals.

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

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    Brandon Sobel

    Managing Director–Wealth Management

    Senior Portfolio Manager

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    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • IL
    • MA
    • MD
    • MI
    • MN
    • NC
    • NJ
    • NM
    • NV
    • NY
    • PA
    • SC
    • TX
    • UT
    • VA

    “Our team’s name is intentionally chosen. We want to get to know our clients as early as we can in the process. We look to be by their side at the Inception of key moments in their financial lives—whether mapping a course for growing their wealth, fine-tuning their legacy, or at the inception of their next new business idea or venture.” – Brandon M. Sobel

    Clients come first


    As the leader and founder of Inception Wealth Partners, Brandon acts as the team’s CEO, overseeing client relationships, investment management and business development. He's passionate about working closely with his select roster of successful clients, most of whom are founders, entrepreneurs and corporate executives. In advising his clients, he's focused on helping each one of them achieve what is meaningful and impactful to them, whether they are launching a fresh idea, selling or expanding a successful business, or mapping out an important next step in their personal wealth journey.

    With 20+ years of experience in financial services, and a deep knowledge of portfolio management and advanced planning strategies, he has spent his entire career working closely with highly successful individuals and families. Because he understands the distinct challenges and opportunities faced by wealth creators, he is well placed to offer innovative and targeted advice that becomes part of a comprehensive financial plan. His dedication to his clients is exemplified by his ‘clients first’ approach and the strong sense of integrity and honesty that color every relationship.

    Education

    • B.A., University of Maryland

    Life

    • Brandon is active with numerous charities in the New York region.
    • In his free time, he loves to travel the world. He enjoys collecting red wine from California’s Napa Valley as well as the Bordeaux region of France.
    • He enjoys boating and golf.
    • Brandon is the proud father of three young daughters, who keep him very, very busy.

      • University of Maryland
      • Senior Portfolio Manager
      299 Park Avenue
      8th Floor
      New York, NY 10171
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      Wilson Lee, CIMA

      Director

      Senior Wealth Strategy Associate

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      • AZ
      • CA
      • CO
      • CT
      • DE
      • FL
      • IL
      • MA
      • MD
      • MN
      • NC
      • NJ
      • NV
      • NY
      • PA
      • SC
      • TX
      • UT
      • VA

      “Count on us to help simplify your finances so that you can focus on enjoying your life.” – Wilson Lee

      Wilson, as co-founder of Inception Partners, leads client investment strategy, research and execution efforts for the team. As the team’s lead analyst, he chairs the investment committee, and leads research discussions on equity portfolio holdings and positioning

      Wilson brings his skills as an analyst—as well as his past experience as a CFO and a 401(k) administrator—to his client conversations, working with each one to understand their risk tolerance, time horizon and liquidity objectives. From there, the team crafts a custom asset allocation and investment portfolio that is aligned with the client’s needs and goals. On an ongoing basis, Wilson ensures that each relationship receives transparent and timely communication on market activity and analysis of their investment portfolios. This hands-on approach allows him to do what he enjoys most: speak with clients about their financial needs.

      Education and designations

      • B.A., economics, Yale University
      • Certified Investment Management Analyst® (CIMA®)

      Life 

      • Wilson, as a former member of the Yale Glee Club who once had the honor of performing at Carnegie Hall, loves to sing. He enjoys entertaining family and friends, whether crooning Sinatra tunes at a friend’s wedding or performing a Broadway musical number at a party.
      • He also enjoys watching sports and avidly follows his favorite New York teams including the Mets, Giants and Knicks.

        • Yale University
        • Certified Investment Management Analyst®
        299 Park Avenue
        8th Floor
        New York, NY 10171
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        Sonia Trivedi, CRPC

        Authorized Officer

        Chartered Retirement Planning Counselor℠

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        • AZ
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        • DE
        • FL
        • IL
        • MA
        • MD
        • MI
        • MN
        • MO
        • NC
        • NJ
        • NM
        • NV
        • NY
        • PA
        • PR
        • SC
        • TX
        • UT
        • VA
        • WY

        As a Senior Wealth Strategy Associate for Inception Wealth Partner’s select roster of clients—founders, entrepreneurs and corporate executives—Sonia takes a holistic view of each client’s finances and utilizes her experience in fundamental analysis to make targeted recommendations aligned with what the client wants to achieve with their wealth. She takes pride in being able to make complex financial strategies more understandable, while trying to help identify targeted opportunities for client portfolios—including income generation, tactical asset allocation or hedging portfolios against market risk.

        Sonia also puts her experience in financial planning strategies to good use, working actively with Inception Wealth Partner’s clients, most of whom are in the wealth accumulation phase, to formulate planning strategies that are aimed at risk management but also strive to move them towards their financial goals. Her focus is planning around a client’s business ownership interests, whether private or public. As the team’s name implies, the intent is to get involved with a client as early as possible, at ‘inception’, so that optimal planning can be done on a timely basis, and no opportunities are missed.

        Education and designations

        • Chartered Retirement Planning CounselorSM (CRPC®)
        • Graduate of Rutgers University

        Life 

        • Sonia actively supports a number of charitable causes, including Habitat for Humanity, the American Humane Society of New York and Badass Brooklyn Animal Rescue.
        • She enjoys traveling, cooking, and long hikes with her dog Max.

          • Rutgers University
          • Chartered Retirement Planning Counselor℠
          1285 Avenue Of The Americas
          New York, NY 10019
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          Ivy Zhang, CFA®

          Senior Wealth Strategy Associate

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          • AL
          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • IL
          • IN
          • MA
          • MD
          • MI
          • MO
          • NC
          • NE
          • NJ
          • NM
          • NV
          • NY
          • OH
          • OK
          • PA
          • PR
          • RI
          • SC
          • TX
          • UT
          • VA
          • WA

          “I hold myself to the highest standards and take the time necessary to understand a client’s goals and priorities—for today, tomorrow and well into the future.”

          A willingness to listen is our greatest strength
          Inspired by her father’s example as a successful businessman, Ivy developed an early interest in business and finance. An inquisitive and patient “people person,” Ivy is particularly adept at forging strong relationships, using her full range of communication and analytical skills to understand her clients as people first. 

          Building on trust to strengthen long-term relationships
          Ivy works collaboratively with her team colleagues to develop and implement customized and comprehensive investment and wealth planning strategies. When addressing a client’s individual concerns and challenges, Ivy draws on the deep expertise and breadth of knowledge across the firm, taking advantage of UBS’s global presence to explore the full range of possible solutions. Patient and purposeful in her analysis, Ivy uses her knowledge, analytical techniques and experience as a member of the team’s investment committee to select the most appropriate investment vehicle, asset allocation and overall wealth planning strategy that can help each client achieve their financial goals and secure a legacy well into the future.

          Education and credentials

          • B.S., finance, Penn State University
          • M.S., applied statistics, Columbia University
          • Chartered Financial Analyst® (CFA®)

          Life

          • Ivy is committed to community service and has supported organizations such as the American Cancer Society and Women in Need.
          • Her interest in architecture and design inspired her to attend the Design Discovery program at Harvard Graduate School of Design.
          • Ivy enjoys spending time in galleries and museums and is a member of the Apollo Circle of the Metropolitan Museum of Art.

            • Penn State University, B.S., finance
            • Columbia University, M.S., applied statistics
              1285 Avenue Of The Americas
              New York, NY 10019
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              Hamish Grason, AWMA CRPS

              Financial Advisor

              Accredited Wealth Management Advisor℠

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              • IL
              • MA
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              • NM
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              • NY
              • PA
              • SC
              • TX
              • VT

              “We let you focus on growing your business—knowing that you have a team behind you to help you manage your wealth.” - Hamish Grason 

              Integrity and excellence 
              As part of Inception Wealth Partners, Hamish advises a select group of ambitious and dynamic clients—primarily founders, entrepreneurs and corporate executives. Drawing on his experience in areas like executive compensation and tax-efficient strategies, he helps craft a highly customized plan for their wealth. He focuses on delivering proactive, smart guidance to clients at the critical moments in their lives—whether they are building a new business, looking to exit a successful venture or planning for a major life change.  

              In working with each client, Hamish draws on his military background to strengthen his approach, which is grounded in providing excellent service and ensuring integrity in everything he does.

              Education and designations

              • B.A., Andrews University, Michigan
              • Accredited Wealth Management AdvisorSM  (AWMA®)
              • Chartered Retirement Plan SpecialistSM  (CRPS®)

              Life

              • As a pilot, Hamish enjoys flying and traveling around the world.
              • He has a passion for giving back by volunteering, with a focus on mentoring children and helping at senior centers.

                • Andrews Univeristy
                • Accredited Wealth Management Advisor℠
                • Chartered Retirement Plans Specialist℠
                299 Park Avenue
                8th Floor
                New York, NY 10171
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                Anne Peartree

                Client Associate

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                • AZ
                • CA
                • CO
                • CT
                • DE
                • FL
                • IL
                • MA
                • MD
                • MI
                • MN
                • MO
                • NC
                • NJ
                • NM
                • NV
                • NY
                • PA
                • PR
                • SC
                • TX
                • UT
                • VA
                • WY

                As a Client Service Associate for Inception Wealth Partners, Annie spends a lot of time communicating with clients and addressing any operational issues to ensure everything runs smoothly. In her role, she particularly relishes building trusted relationships with individual clients as well as families—all with the goal of “doing the right thing for the client.”

                A recent addition to the Inception team, Annie’s background in philosophy and economics are put to good use in her daily quest to provide superior customer service—service that is imbued with integrity and ethics. Annie truly enjoys working with and helping families, knowing that she and the entire team are making a positive impact on their lives.

                Education and designations

                • B.A. in philosophy and economics, Wesleyan University

                Life 

                • Annie is passionate about food and loves to travel, often to Europe and the UK, where her family is currently living.
                • She is a former college track athlete who enjoys outdoor activities.

                  • Wesleyan University, Philosophy & Economics
                    1285 Avenue Of The Americas
                    New York, NY 10019

                  Guidance dedicated for you

                  Backed by the strength of UBS

                  A global leader in wealth management

                  #1

                  For Ultra-High Net Worth clients

                  Euromoney Private Banking and Wealth Management Survey, 2016-2022

                  #1

                  Serving Business Owners

                  Euromoney Private Banking and Wealth Management Survey, 2020

                  Best

                  Global private bank services, 2016-2022
                  Euromoney Private Banking and Wealth Management Survey, 2022