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Berkley Bowen

UBS Private Wealth Advisor - Family Office Consultant Team - Financial Advisor at UBS

Berkley Bowen is a seasoned financial professional who leads a Family Office Consultant team providing tailored wealth advisory services to ultra-high net worth individuals, families, and corporations.

With over three decades of experience in the financial services industry, Berkley and his team manage a substantial portfolio of over $2.25 billion in Private Client assets, delivering strategic planning and customized solutions.

He holds a Master of Business Administration (MBA) with a focus on Accounting and Finance from UCLA Anderson School of Management, a Bachelor of Science (BS) in Accounting and Finance from the University of Utah, and has pursued studies in International Finance and International Business at prestigious institutions.

Berkley's professional journey includes roles at renowned organizations such as UBS, Lehman Brothers, and Goldman Sachs, where he honed his expertise in wealth management and institutional equity.

His background also encompasses entrepreneurial ventures, having founded Berkley Networks Corporation and actively participated in executive committees and alumni associations, demonstrating a well-rounded professional profile.

Berkley Bowen
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Location

Greater New York City Area