Financial planning tailored to your goals

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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 or 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.

• CERTIFIED FINANCIAL PLANNER®

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• CA
• CO
• CT
• DC
• DE
• FL
• GA
• IL
• IN
• KS
• MA
• MD
• MI
• MO
• NC
• NJ
• NM
• NY
• OH
• OR
• PA
• RI
• SC
• TN
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• VA
• VT

Alon has been delivering custom solutions to individuals and institutions for over 25 years. He prides himself on building deep and long-standing relationships based upon competence and trust. Alon assists his clients with all facets of financial planning, including investments, retirement plans, insurance, and estate planning.

Alon takes particular satisfaction in analyzing clients' big-picture situations and formulating individually-tailored strategies to meet their goals. He often functions as his clients' 'personal CFO,' collaborating with their accountants and attorneys to achieve the best results. Alon advises clients ranging from individuals to educational institutions, charitable organizations and foundations, and complex family businesses.

Alon is a New York native currently residing in Briarcliff Manor with his wife Julie and three children.

• 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®

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

Alexandra (Ali) Burton is a Financial Advisor with the Berkoff Plitt Group at UBS. She specializes in customized investment advice and financial plans for high-net-worth individuals and families.

Ali began her UBS career as a Training Financial Advisor in 2017. She became a Financial Advisor within the UBS Wealth Advice Center prior to her promotion into management as Team Administrator and then Associate Sales Manager.

Ali graduated Magna Cum Laude with a BA in Sociology and a minor in Spanish from Hawai’i Pacific University. She holds her Series 7, 66, 9, and 10 FINRA Securities Licenses as well as her Life & Health Insurance License.

She currently resides in New York City. In her spare time, Ali likes to travel, play the New York Times Crossword, and rock climb.

• 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.