Comprehensive wealth management

Lifelong financial planning for executives

BPG Team

Focused on PwC

Nathan Berkoff has been working with PwC 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 life.

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

Independence - Understood

Our team works with dozens of PwC partners and has experience navigating the additional hurdles involved in your compliance obligations. As a busy PwC partner you need a knowledgeable, efficient ally when making important decisions about your overall financial circumstances, including your PwC wealth accumulation and retirement plans. We understand that the complexities of your benefit package creates unique challenges, like the recent restructuring of the pension plan with higher share value, that increased your responsibility to save on your own.

UBS participates in the Broker Simplification Program (BSP) and we access the PwC compliance systems (Checkpoint) to coordinate your investments and personal financial needs. From mortgages to life insurance to college saving and trust and estate planning – we have you covered with independence permissible solutions.


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 PwC partner experience, and the resources of one of the world’s largest wealth manager, together for your benefit.

The Berkoff Plitt Group

     

  • nathanHS2

    Nathan Berkoff

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
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    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • IN
    • KS
    • MA
    • MD
    • MI
    • MO
    • NC
    • NJ
    • NM
    • NY
    • OH
    • PA
    • RI
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    • UT
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    Nathan Berkoff is a wealth advisor, CERTIFIED FINANCIAL PLANNER™ and founder of the Berkoff Group at UBS. With over 15 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.

    Nathan is the Trustee of NY State Trooper PBA Signal 30 Fund, a non-profit dedicated to supporting the members of the New York State Troopers and their families in extraordinary circumstances such as illness, injury and loss of residences due to fire of flood. Most recently acting when Troopers have been killed in the line of duty.

    Nathan is also the Chairman of the Board of Bernie's Services. A non-profit that for over 50 years has been providing free Jewish High Holy Day services for students, servicemen and women, and the needy. Last year, Bernie's Services welcomed over 500 people to celebrate the holidays together.

    • Forbes Best-in-State Wealth Advisors, 2023, 2024The 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
        nathan.berkoff@ubs.com
        Nathan Berkoff
        299 Park Avenue,New York,NY,10171
      • AlonHS

        Alon Plitt

        First Vice President–Wealth Management

        Financial Advisor

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        • AK
        • AZ
        • CA
        • CO
        • CT
        • DC
        • 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.

            299 Park Avenue
            New York, NY 10171
            alon.plitt@ubs.com
            Alon Plitt
            299 Park Avenue,New York,NY,10171
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            Alexandra "Ali" Burton

            Associate Director

            Financial Advisor

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            • AK
            • AZ
            • CA
            • CO
            • 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 10017
                alexandra.burton@ubs.com
                Alexandra "Ali" Burton
                299 Park Avenue,New York,NY,10017
              • Mary Zwaan Headshot

                Mary Zwaan

                Client Associate

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                • AK
                • AZ
                • CA
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                • DC
                • DE
                • FL
                • GA
                • IL
                • IN
                • MA
                • MD
                • MI
                • MO
                • MT
                • NC
                • NJ
                • NM
                • NY
                • OH
                • PA
                • RI
                • SC
                • TN
                • TX
                • VA
                • VT
                • WA

                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 10017
                      mary.zwaan@ubs.com
                      Mary Zwaan
                      299 Park Avenue,New York,NY,10017

                    PwC, 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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