Experience

Nathan Berkoff is a wealth advisor, CERTIFIED FINANCIAL PLANNER™ and co-founder of the Berkoff Plitt Group at UBS, a boutique team of financial advisors based in New York City. The Berkoff Plitt Group has been named to the Forbes Best-in-State Wealth Management Teams list every year since 2023.

Nathan began his Wall Street career in 2001, joining a boutique private equity firm just weeks after graduating Skidmore College — at the height of the dot-com collapse, when only 11% of his graduating class had job offers. That early experience navigating market turbulence shaped his long-term, disciplined approach to wealth management. He went on to train at Morgan Stanley before building what would become the Berkoff Plitt Group. Before entering financial services, Nathan co-founded a software company and developed intranet and database systems for the U.S. Department of Justice — and later used his background in computer science to pitch the largest accounting firms in the world an encrypted data feed designed to eliminate compliance filing errors. That combination of analytical rigor, entrepreneurial instinct, and deep familiarity with the accounting world laid the foundation for one of his team’s most distinctive areas of expertise.

With over 20 years of experience, Nathan specializes in comprehensive wealth management for professionals, entrepreneurs, families, and partners at Big 4 accounting firms — with a particular focus on PwC and KPMG partners and employees. The Berkoff Plitt Group are active participants in the UBS Brokerage Simplification Program (BSP) for PwC employees and the UBS Brokerage Import Project (BIP) for KPMG employees, giving clients in these firms a knowledgeable, compliant, and seamless experience. The team also has deep expertise serving clients with complex investment restrictions, including employees of public companies.

As a CFP® professional, Nathan holds himself to the highest standard of ethics and fiduciary responsibility. He and his team conduct a thorough assessment of each client’s complete financial picture — assets, liabilities, insurance, and long-term goals — to build strategic, personalized plans designed to create and preserve wealth across generations.

Nathan and his team would love to meet you. Even if we’re not the right fit, we’ll do whatever we can to point you in the right direction. Call us at 212-333-8866 or email nathan.berkoff@ubs.com.

Community Involvement:
Nathan serves as Chairman of the Board of Bernie’s Services, a nonprofit providing free Jewish High Holy Day services to students, servicemen and women, and those in need — welcoming over 500 people annually. He also serves on the boards of the Boca Raton Police Foundation and the Boys and Girls Clubs of Broward County.

Alon has been delivering custom solutions to individuals and institutions for over 30 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 work towards achieving favorable results.  Alon advises clients ranging from individuals to educational institutions, charitable organizations and foundations, and complex family businesses.

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

Alexandra (Ali) Burton is a CERTIFIED FINANCIAL PLANNER™ with the Berkoff Plitt Group at UBS. She creates bespoke financial plans for high-net-worth individuals, foundations, and businesses.

Ali began her UBS career in 2017 out of a desire to help people feel empowered by their finances and reach communities that have been historically excluded from the industry. Her approach as a Financial Advisor is rooted in transparency and education. She provides financial literacy and strategic guidance for her clients in order to create wealth-building opportunities aligned with their values.

Ali graduated Magna Cum Laude with a BA in Economics and 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 is a board member of the UBS Pride Organization. 

She currently resides in Brooklyn, New York. In her spare time, Ali likes to travel, play tennis, and read in the park. 

Adrien joins us with over six years of experience in the financial industry, with time at both JP Morgan Chase and Morgan Stanley. Putting client’s needs first, managing their expectations, and quickly resolving issues are his three golden standard rules. Originally from Switzerland, he also spent nine years in Spain before moving to NYC in 2018. On the personal side, Adrien is a passionate marathon runner, and he and his wife enjoy experiencing the many cuisines the Big Apple has to offer.