Kelly Berkanish

Executive Director, Global Partnerships at UBS

Panellist

Kelly Berkanish is a Senior Relationship Manager within the UBS Global Wealth Management (GWM) Global Financial Sponsors team, based in London. She leads the Swiss and International business, managing strategic partnerships between UBS GWM and external asset managers across EMEA and APAC.

Since joining UBS in 2010, Kelly has held several roles across Capital Markets, including Fixed Income and Structured Solutions Sales. Early in her career, she also worked in London as a Project Manager.

Before joining the Global Financial Sponsors team, Kelly served as Assistant Market Head at UBS’s New York headquarters, supporting a $65 billion AUM and $300 million revenue business. In this role, she focused on driving net new money and enabling Financial Advisors to deliver the full breadth of UBS capabilities to HNW and UHNW clients.

Kelly holds a Bachelor of Science in Finance from Lehigh University in Pennsylvania, where she competed as a Division I Track & Field athlete in the 400m hurdles and 4x400m relay. Outside of work, she enjoys traveling, running, and spending time with friends and family.

She maintains FINRA Series 3, 7, 9/10, 24, and 66 licenses, a New York Insurance license, and is a Certified Exit Planning Advisor (CEPA).