Jay Berkowitz

Institutional Fiduciary Officer

New York

Years of Industry Experience


Years with Neuberger Berman

Jay Berkowitz, Vice President, Neuberger Berman Trust Company N.A., joined the firm in March 2014. He is responsible for overseeing all aspects of service delivery and fiduciary oversight for a number of pension, endowment and foundation clients. Prior to joining the firm, Jay spent eight years at BNY Mellon’s Financial Institutions Group as a Relationship Manager, responsible for coordinating service delivery and relationship planning for the entire array of bank products and services for multinational insurance custody clients with assets totaling over $200 billion. Before that, Jay spent 15 years at JP Morgan Chase as a Client Service Officer and Relationship Manager, responsible for the delivery of custom services including trust, global custody, investment and short-term cash solutions for pension, endowment and foundation clients. Jay has extensive ERISA, Defined Benefit and Defined Contribution experience. He has a BA in Biology and Economics from New York University.