Local focus. Global access.

One relationship. All of UBS.

Our advice will always reflect our understanding of the global marketplace and the opportunities UBS, as one of the world's largest wealth management firms can offer. Our relationships, though, will always be personal, focused on you, your local community and on all that matters to your family and the future you're building.

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Henry Berkley, CPM, CRPS

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • CA
  • CT
  • FL
  • GA
  • KS
  • MI
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • RI
  • TX
  • WA

Education

  • Bachelor of Arts, SUNY Stony Brook University

Credentials

  • Senior Portfolio Manager
  • Certified Portfolio Manager®
  • Chartered Retirement Plans Specialist
299 Park Avenue
New York, NY 10171
  • (212) 333-8970

Email Me

Focus on liquidity management

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UBS and Credit Suisse—stronger than ever

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Backed by the strength of UBS

A global leader in wealth management

$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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