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
  • VI
  • WA


  • Bachelor of Arts, SUNY Stony Brook University


  • 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

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$3.9 trillion

In invested assets globally 
As of 12/31/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager