Sign In
Get Clay Free →

Suggestions

    Brandon Sobel

    Managing Director - Wealth Management - Private Wealth Advisor │ Senior Portfolio Manager │ Inception Partners at UBS Private Wealth Management

    Brandon Sobel is the Founder of Inception Partners at UBS Private Wealth Management.

    He holds a Bachelor's Degree from the University of Maryland.

    With an extensive professional background, Brandon Sobel has held various roles in prominent financial organizations.

    He was a Managing Director, Senior Portfolio Manager at UBS, Managing Director, Senior Portfolio Manager, Senior Financial Advisor at Merrill Lynch Wealth Management, Senior Vice President, Portfolio Manager, Financial Advisor at Morgan Stanley, Vice President, Financial Advisor at J.P. Morgan, Vice President, Financial Advisor at NFB Investment Services - Acquired by Capital One, Senior Financial Advisor at Greenpoint Securities LLC - Acquired by NFB Investment Services at Capital One, and Financial Advisor at Fahnestock - Acquired by Oppenheimer at Oppenheimer & Co. Inc.

    For more information or to connect with Brandon Sobel, visit Inception Partners at advisors.ubs.com/inception.

    Brandon Sobel
    Add to my network

    Location

    New York City Metropolitan Area