Financial planning tailored to your goals

BPG Team

Focused on KPMG

Nathan Berkoff has been working with KPMG partners for over 20 years. Our team now includes two Certified Financial Planners ™ and applies a customized approach driven by your needs at every stage of your professional and personal life.

We offer you a personalized plan for savings and investment, and include professional management and advice on a reduced fee structure.

UBS participates in the Broker Import Project (BIP) and we have detailed knowledge of KPMG compliance systems (KICS) and understand recent plan changes that have increased your responsibility to save on your own. We are familiar with current and frozen Partner retirement benefits including:

-   KPMG Partner Pension Plan (PPP)
-   KPMG Pension Plan (PP)
-   KPMG Partner Retirement Savings Plan (PRSP)
-   KPMG Long-Term Compensation Plan (LTCP)
-   MetLife GVUL group insurance

Building long-lasting relationships

Our comprehensive financial planning approach is built on a deep understanding of your specific short-term desires and long-term goals. We work closely with you to discover your priorities and design a plan to help you achieve your goals.

We are committed to building long-lasting relationships, monitoring and adjusting your plan to make sure your strategy is continually optimized. This helps ensure we keep pace with fluctuating markets, changing tax laws and your evolving family needs.

Let's discuss how we can combine decades of KPMG partner experience, and the resources of one of the world’s largest wealth manager, together for your benefit.

The Berkoff Plitt Group

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    Nathan Berkoff

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
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    • MA
    • MD
    • MI
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    Nathan Berkoff is a wealth advisor, CERTIFIED FINANCIAL PLANNER™ and founder of the Berkoff Group at UBS. With over 20 years of experience in the financial services industry, Nathan focuses on creating comprehensive wealth management strategies for professionals, entrepreneurs, families and partners of KPMG and PwC.

    Nathan graduated from Skidmore College in 2001 with a degree in Accounting and Finance. Prior to entering the financial services industry, Nathan founded his own software company and developed intranet and database systems for the U.S Department of Justice.

    Always exploring new ideas and innovative ways to better serve his clients, Nathan is responsible for the investment strategies, asset allocation models, and financial planning for the team’s clients. He believes that the financial planning process is the key to building wealth carefully and intelligently. Nathan and his team conduct a deep and thorough assessment of each client’s complete financial status, including assets, liabilities, and insurance needs. He also takes time to understand his clients’ unique goals. Whether they seek to fund their children’s education, their legacy or their retirement, Nathan uses this data to craft strategic financial plans based on those objectives.

    As a CERTIFIED FINANCIAL PLANNER™, Nathan brings the highest standard of ethics and fiduciary responsibility to his practice. With his skills and philosophy, Nathan’s goal is to help clients meet their financial objectives today, tomorrow, and for generations to come.

     

    • Forbes Best-in-State Wealth Advisors, 2023The 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 Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        299 Park Avenue
        New York, NY 10171
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        Alon Plitt

        First Vice President–Wealth Management

        Financial Advisor

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        • AK
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        • DE
        • FL
        • GA
        • IL
        • IN
        • KS
        • MA
        • MD
        • MI
        • MO
        • NC
        • NJ
        • NM
        • NY
        • OH
        • PA
        • RI
        • SC
        • TN
        • TX
        • VA
        • VT
        • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

          • CERTIFIED FINANCIAL PLANNER™
          299 Park Avenue
          New York, NY 10171
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          Alexandra Burton

          Associate Director

          Financial Advisor

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          • AK
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          • CA
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          • CT
          • DE
          • FL
          • GA
          • IL
          • IN
          • KS
          • MA
          • MD
          • MI
          • MO
          • NC
          • NJ
          • NM
          • NY
          • OH
          • PA
          • RI
          • SC
          • TN
          • TX
          • VA
          • VT
          • WA
          • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

              299 Park Avenue
              New York, NY 10171
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              Mary Zwaan

              Client Associate

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              • AK
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              • GA
              • IL
              • IN
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              • MO
              • MT
              • NC
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              • NY
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              Mary joined the Berkoff Plitt Group as a Registered Client Service Associate in September 2022. Prior to joining UBS Wealth Management, Mary was a Client Relationship Associate at Vanguard in Malvern, PA.  She graduated with a B.A. in Environmental Studies and Urban Studies from the University of Pittsburgh. She now resides in New York City and enjoys baking, pottery, and yoga. 

              Mary holds Series 7, Series 66, and Series 63 Registrations.

                    299 Park Avenue
                    New York, NY 10171

                  KPMG, their employees and UBS Financial Services Inc. are not affiliated.

                  As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that you understand the ways in which we conduct business, and that you carefully read the agreements and disclosures that we provide to you about the products or services we offer. For more information, please review the client relationship summary provided at ubs.com/relationshipsummary, or ask your UBS Financial Advisor for a copy.

                  Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. © UBS 2023. The key symbol and UBS are among the registered and unregistered trademarks of UBS. All rights reserved. UBS Financial Services Inc. is a subsidiary of UBS Group AG. Member FINRA/SIPC. UBS Financial Advisors are Registered Representatives of UBS Financial Services Inc.

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