Financial planning tailored to your goals

BPG Team

Focused on you

Nathan Berkoff and Alon Plitt have been delivering custom solutions to individuals and institutions for over 20 years. Now as a team we can guide clients more efficiently towards their goals.

The Berkoff Plitt Group is uniquely qualified to navigate your financial affairs with three CFP™ advisors, and recently selected to the Forbes Best-in-State Wealth Management Teams, 2024*. Alexandra Burton joined us in 2022 to add further scale to implement your plans and Mary Zwaan is our dedicated administrative expert and fixer.

To help you achieve your goals, we offer services including:

–Financial plans
–Retirement investing and planning
–Insurance strategies
–Estate and tax strategies
–Educational savings
–Safeguarding multigenerational wealth
–Alternative investments and private market access
–Banking and lending

The only thing missing is you…comprehensive financial planning starts and ends with your goals. Let's discuss how we can combine decades of experience, CFP knowledge, and the resources of the world’s largest private wealth investment firm, together for your benefit.

References are available upon request.

 

PwC and KPMG Expertise


Nathan Berkoff has focused his advice on partners and principals at KPMG and PwC for over 20 years. We advise dozens of current and former partners and are uniquely familiar with the culture and independence requirements at both firms. For specific information about these relationships please visit our microsites below:

https://advisors.ubs.com/berkoff-pwc/

https://advisors.ubs.com/berkoff-kpmg/

 

 

*The 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.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

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    Nathan Berkoff

    Senior Vice President–Wealth Management

    CERTIFIED FINANCIAL PLANNER™

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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™
      Financial planning
      Retirement planning
      Estate planning strategies
      Philanthropy
      Asset allocation
      Alternative investments
      Financial Services professionals
      Corporate executives
      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

      CERTIFIED FINANCIAL PLANNER™

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      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™
        Retirement planning
        Estate planning strategies
        Structured products
        Business owners
        Corporate executives
        Legacy planning
        Multi-generational families
        Women investors
        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

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        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.

            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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            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

                A focus on personalized access and service

                Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

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                Global Wealth Report 2024

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                Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                Gain additional insights into the trends shaping wealth in the US and around the world.

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