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Crps® Nicholas Gonzalez

Financial Advisor, Inception Wealth Partners - UBS Private Wealth Management

Nicholas Gonzalez, CRPS®, is the Founding Partner and Head of Business Development at Inception Wealth Partners, part of UBS Private Wealth Management, a seasoned group specializing in guiding Founding Teams through the challenges of rapid enterprise growth and wealth accumulation.

With a team of six experts, Nicholas advises a diverse clientele including C-Level executives, serial entrepreneurs, tech executives, and startup founders, assisting them from early-stage funding to significant liquidity events, with one reaching over $2B.

His extensive background encompasses deal sourcing, analysis, structuring, and capital raising for companies in various sectors, emphasizing strong relationships with high-net-worth individuals, institutions, and family offices.

Nicholas has a solid network that includes entrepreneurs, industry experts, renowned funds, institutions, and venture firms, positioning him to offer expert guidance on complex financial strategies such as restricted stock, grants, options, and risk mitigation tactics.

Prior to his current role, he held positions such as Senior Portfolio Advisor at Merrill Lynch, Investment Banking Associate at H.C. Wainwright & Co., and Vice President of Venture Capital at Maxim Group. Nicholas's educational background includes studies at the College for Financial Planning and Raritan Valley College.

Crps® Nicholas Gonzalez
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Location

New York City Metropolitan Area