Corporate Board Profile
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| Filing Date | Source Excerpt |
|---|---|
| 2016-03-10 | Vice Chairman of UBS Wealth Management Americas and Chairman of UBS Bank USA, each a wealth management banking business, since March 2010; former Vice Chairman, Executive Vice President and General Counsel of Merrill Lynch & Co., Inc., a global securities and financial services business, from October 2001 to December 2008; joined Merrill Lynch & Co., Inc. in 1983. |
| 2017-03-09 | Vice Chair of UBS Wealth Management Americas and Chair of UBS Bank USA, each a wealth management banking business, since March 2010; former Vice Chairman, Executive Vice President and General Counsel of Merrill Lynch & Co., Inc., a global securities and financial services business, from October 2001 to December 2008; joined Merrill Lynch & Co., Inc. in 1983. |
| 2018-03-08 | Vice Chair of UBS Wealth Management Americas and Chair of UBS Bank USA, each a wealth management banking business, since March 2010; former Vice Chairman, Executive Vice President and General Counsel of Merrill Lynch & Co., Inc., a global securities and financial services business, from October 2001 to December 2008; joined Merrill Lynch & Co., Inc. in 1983. |
| 2019-03-11 | Ms. Berkery's broad range of experience in financial, business and legal matters makes her a valued member of the Board. |
| 2020-10-14 | Ms. Berkery's broad range of experience in financial, business and legal matters makes her a valued member of the Board. Her experience leading a $50 billion wealth management bank allows her to provide valued counsel on matters such as finance, banking arrangements, global business strategies, marketing and market risks. |
| 2021-03-19 | Ms. Berkery's broad range of experience in financial, business and legal matters makes her a valued member of the Board. Her experience leading a $50 billion wealth management bank allows her to provide valued counsel on matters such as finance, banking arrangements, global business strategies, marketing and market risks. |
| 2022-03-17 | Ms. Berkery’s broad range of experience in financial, business and legal matters makes her a valued member of the Board. Her experience leading a $50 billion wealth management bank allows her to provide valued counsel on matters such as finance, banking arrangements, global business strategies, marketing and risk management. |
| 2023-03-15 | Ms. Berkery’s broad range of experience in financial, business and legal matters makes her a valued member of the Board. |
| 2024-03-13 | Ms. Berkery’s broad range of experience in financial, business and legal matters makes her a valued member of the Board. |
| 2025-03-13 | Ms. Berkery’s broad range of experience in financial, business and legal matters makes her a valued member of the Board. Her experience leading a $50 billion wealth management bank allows her to provide valued counsel on matters such as finance, banking arrangements, global business strategies, marketing and risk management. |
| Filing Date | Source Excerpt |
|---|---|
| 2019-04-25 | Rosemary T. Berkery, 66 Director since September 2018 Member of Audit Committee and Executive Compensation Committee ...Director Compensation for Fiscal 2019 Rosemary T. Berkery Fees Earned or Paid In Cash $43,915 Stock Awards $114,080 Total $157,995 |
| 2020-04-23 | Rosemary T. Berkery, 67, Director since September 2018, Member of Audit Committee and Executive Compensation Committee. Director compensation for fiscal 2020: $275,000. |
| 2021-04-29 | Rosemary T. Berkery,68 Director since 2018 Chair of Executive Compensation Committee Member of Audit Committee ... DIRECTOR COMPENSATION FOR FISCAL 2021 Rosemary T. Berkery $115,188 Fees Earned or Paid In Cash, $170,000 Stock Awards, $285,188 Total |
| 2022-04-28 | Rosemary T. Berkery,69 Director since 2018 Chair of Executive Compensation Committee Member of Audit Committee ... DIRECTOR COMPENSATION FOR FISCAL 2022 Rosemary T. Berkery 128,000 170,000 298,000 |
| 2023-04-27 | Rosemary T. Berkery, 70 Director since 2018 Chair of Compensation Committee Member of Audit Committee ... The following table provides compensation information for our non-employee directors for FY23. Rosemary T. Berkery Fees Earned or Paid In Cash: 128,000 Stock Awards: 185,000 Total: 313,000 |
| 2024-04-25 | Ms. Berkery’s long career as a senior executive in the financial services industry provides her with expertise in finance, investment strategies, wealth management, and management of complex global organizations. |
Data sourced from SEC filings. Last updated: 2026-02-03