Rosemary Berkery

Director/Board Member at FLUOR CORPORATION

Net worth: 5 M $ as of 2026-06-29

73 year

95 connections

Finance

Commercial Services

Consumer Services

Profile

Rosemary T.
Berkery is currently an Independent Director at The TJX Cos., Inc. since 2018, an Independent Director at TJX Poland Sp zoo since 2018, an Independent Director at Fluor Corp.
since 2011, a Director at Mutual of America Life Insurance Co. since 2018, a Trustee at Fordham University, and a Trustee at The Catholic Charities of the Archdiocese of New York.
Former roles include Vice Chairman at Merrill Lynch & Co., Inc. from 2007 to 2009, Vice Chairman at UBS Financial Services, Inc. from 2010 to 2018, Vice Chairman & General Counsel at Merrill Lynch & Co. Canada Ltd. from 1983 to 2008, Chairman at UBS Bank USA, National Association from 2015 to 2018, Corporate & Securities Lawyer at Shearman & Sterling LLP in 1983, and Principal at Automated Security (Holdings) Ltd. Education includes undergraduate studies at the University of Mount Saint Vincent and graduate studies at St. John's University School of Law.

Known holdings in public companies

Company	Date	Number of shares	Valuation	Valuation date
FLUOR CORPORATION 0.05%	2026-05-05	63,126 ( 0.05% )	3 M $	2026-06-29
TJX COMPANIES INC 0%	2026-06-08	13,398 ( 0% )	2 M $	2026-06-29

Rosemary Berkery active positions

Companies	Position	Start
FLUOR CORPORATION	Director/Board Member	2010-06-28
THE TJX COMPANIES	Director/Board Member	2018-09-16
Fordham University Fordham University Other Consumer ServicesConsumer Services Functions as a College/University	Director/Board Member	2011-02-15
The Catholic Charities of the Archdiocese of New York The Catholic Charities of the Archdiocese of New York Miscellaneous Commercial ServicesCommercial Services Operates as non-profit organization, engages in protecting and nurturing children & youth	Director/Board Member	-
Mutual of America Life Insurance Co. Mutual of America Life Insurance Co. Investment ManagersFinance Offers retirement and investment solutions for employers	Director/Board Member	2018-05-09
TJX Poland Sp zoo	Director/Board Member	2017-12-31

All active positions of Rosemary Berkery

Former positions of Rosemary Berkery

Companies	Position	End
UBS Bank USA UBS Bank USA Major BanksFinance Operates as a national commercial bank	Chief Executive Officer	2015-11-30
UBS Financial Services, Inc. UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium.	Director/Board Member	2018-03-31
Merrill Lynch & Co., Inc. /Old/ Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services	Director/Board Member	2008-12-31
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See the detail of Rosemary Berkery's experience

Training of Rosemary Berkery

Experiences
Positions held

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Private companies

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1st degree connections

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Linked companies

Private companies	14
Merrill Lynch & Co., Inc. /Old/ Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services	Finance
The TJX Cos., Inc. The TJX Cos., Inc. Apparel/Footwear RetailRetail Trade Retails apparels and home fashion products through offline and online	Retail Trade
Automated Security (Holdings) Ltd. Automated Security (Holdings) Ltd. Miscellaneous Commercial ServicesCommercial Services Rents and installs electronic security equipment	Commercial Services
UBS Financial Services, Inc. UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium.	Finance
Mutual of America Life Insurance Co. Mutual of America Life Insurance Co. Investment ManagersFinance Offers retirement and investment solutions for employers	Finance
Fluor Corp. Fluor Corp. Engineering & ConstructionIndustrial Services Operates as a holding company whose subsidiaries provides engineering, procurement, construction and project management services	Industrial Services
Merrill Lynch & Co. Canada Ltd. Merrill Lynch & Co. Canada Ltd. Regional BanksFinance Functions as an investment bank	Finance
Shearman & Sterling LLP Shearman & Sterling LLP Miscellaneous Commercial ServicesCommercial Services Operates as a law firm	Commercial Services
College of Mount Saint Vincent College of Mount Saint Vincent Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Fordham University Fordham University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
The Catholic Charities of the Archdiocese of New York The Catholic Charities of the Archdiocese of New York Miscellaneous Commercial ServicesCommercial Services Operates as non-profit organization, engages in protecting and nurturing children & youth	Commercial Services
UBS Bank USA UBS Bank USA Major BanksFinance Operates as a national commercial bank	Finance
St. John's University School of Law St. John's University School of Law Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
TJX Poland Sp zoo