Advice for Founders. Driven by excellence.

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Brandon Sobel is the visionary leader of Inception Partners, serving as the team’s CEO and driving its mission to deliver exceptional advisory services to an exclusive clientele. He oversees client relationships, investment management, and business development, ensuring that every engagement is defined by strategic insight, discretion, and unwavering commitment to excellence.

With a passion for working closely with a select group of accomplished clients—including founders, entrepreneurs, and corporate executives—Brandon tailors his guidance to align with their most meaningful ambitions. Whether navigating a business sale, scaling a successful enterprise, launching an innovative venture, or structuring a sophisticated wealth strategy, he provides the expertise and perspective necessary to transform complexity into opportunity.

Backed by more than two decades of experience in financial services, Brandon possesses deep expertise in portfolio management, advanced planning strategies, and the unique financial dynamics of wealth creators. His career has been dedicated to serving ultra-high-net-worth individuals and families, offering innovative, highly customized solutions that integrate seamlessly into comprehensive wealth plans. Known for his integrity, discretion, and unwavering commitment to putting clients first, Brandon cultivates long-term relationships built on trust, excellence, and a shared vision for success.

• Barron's Top 1,200 Financial Advisors, 2025
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• Forbes America's Top Wealth Advisors, 2025The 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 Advisors, 2023, 2024, 2025The 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.

• University of Maryland

• Private Wealth Advisor
• Senior Portfolio Manager

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Wilson, as Senior advisor 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®

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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 Financial Analyst (CFA)
• 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 Financial Analyst

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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

• Chartered Financial Analyst

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As a Client Service Associate for Inception Partners, Jonathan spends a lot of time communicating with clients and addressing any operational issues to ensure everything runs smoothly. In his role, he 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, Jonathan's background in Finance is put to good use in his daily quest to provide superior customer service—service that is imbued with integrity and ethics. Jonathan truly enjoys working with and helping families, knowing that he and the entire team are making a positive impact on their lives.

Education and designations

• B.S., Finance, Central Connecticut State University

Life 

• Jonathan is passionate about Family, Friends, and spending time with his dog Bug 
• He enjoys working out, playing chess, and cooking. 

As a Financial Advisor at Inception Partner, he specializes in advising technology and innovation-driven entrepreneurs. Before joining the team, he worked as a Data Scientist and Quantitative Analyst. With a rare combination of deep technical expertise and financial insights, he operates seamlessly at the intersection of finance and technology, to further help founders uncover their core challenges and aspirations.

Zexing has extensive experience in the venture capital ecosystem, working alongside with founders to build businesses and accumulate wealth. While entrepreneurs focus on creating a better world, his mission is to eliminate personal and enterprise-level financial roadblocks so they can focus fully on their goals.

As an immigrant, Zexing brings a global perspective and fresh insights shaped by lived experience. He is passionate about establishing robust, trust-based relationships and providing tailored financial solutions to both domestic and international clients.

Education:

• B.S., Computer Engineering, Boston University
• M.S., Information Systems Management, Carnegie Mellon University
• Chartered Financial Analyst (CFA)

Life: 

• Zexing enjoys exploring mixology and experimenting with cocktails. He is a certified bartender in NYC and runs a tiny home bar.
• He also loves playing soccer and is an active player in multiple NYC leagues, including NYC Footy, Metro Soccer, and Chelsea Piers Adult League.
• Additionally, he adores his cat, Doja.