Experience Makes all the difference

At the 1285 Avenue of the Americas Branch, we have created an environment that we believe is essential to the growth of your business. Our management team is committed to efficiency, developing applicable solutions, and using a wide variety of resources and strategies to assist Financial Advisors in growing their businesses. We are dedicated to building relationships and helping clients reach their financial and personal goals.

John H. Decker

Managing Director
Market Head
212-713-7800
800-635-1983

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As Managing Director of 1285 Avenue of the Americas Headquarters of UBS Financial Services, Inc. in New York City, John draws on four decades of experience building and growing a successful team. He sees his role as that of a coach, helping Financial Advisors serve client needs while increasing their business and achieving their goals. 

John started his career in the financial services industry in 1972, working for M.H. Siegfried and Co. as a real estate, insurance, and mortgage broker in Missouri. In 1975, he became a Financial Advisor for Bache and Co., now Wells Fargo Investments, LLC, and was promoted to Branch Manager of its St. Louis Office in 1978. In 1983, John relocated to New York and became a Partner and Senior Managing Director for Sussex Securities, Inc. 

In 1986, he moved to Houston, Texas to become Senior Vice President and Branch Manager for the Downtown Houston Branch of PaineWebber which was later acquired by UBS in June of 2000. In 1992, the firm transferred him back to New York City to manage the 1285 Avenue of the Americas Headquarters Branch. UBS has empowered John to provide global resources to clients and Financial Advisors by establishing decision making autonomy at the branch level. John has since grown the Branch from $10 Million in revenue and $700 Million assets under management to $325 Million in revenue and $49.5 Billion assets under management. John Decker is the only manager at UBS who has achieved the firm's prestigious Field Leadership Council 18 times. 

John graduated magna cum laude with a Bachelor’s Degree from Graceland University in 1972. He subsequently attended the Wharton Business Executive Management Program at the University of Pennsylvania, completed an Advanced Management Program at Northwestern University’s Kellogg School, and is a graduate of the Leadership and Management Program of the Darden School for Executive Education. He also served as a faculty member for the UBS Field Leadership Program.

John is a recipient of the Ed Connelly Leadership Award which is the highest and most coveted award a field leader can earn at UBS, and was named one of Wall Street’s top 10 branch managers. He is also a former board member of the Juvenile Diabetes Research Foundation. John and his wife, Mary Clare, enjoy skiing, boating, motorcycling, and traveling.

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Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY


Kellie P. Brady

Managing Director
Complex Director
212-713-8692

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Kellie Brady is an Managing Director and Complex Director of the New York Private Wealth Management West complex. 

Kellie has spent her entire 21-year career at UBS, beginning with predecessor firm PaineWebber. Following the merger of PaineWebber with UBS Financial Services Inc. in 2000, Kellie opted to pursue a career in management. She quickly ascended to a number of key field leadership positions, including Complex Director of the Columbus, OH branch – a position she held from 2006-2008.

Since her return to New York City in 2008, Kellie has focused her efforts on strengthening the industry's leading wealth management office. As a Private Wealth Management Branch Manager, Kellie combines the client focus of a boutique with the footprint, strength and expertise of the world's only truly global wealth manager. This approach has led to the 1285 Avenue of the Americas Headquarters Branch becoming the office of choice for high net worth and ultra-high net worth clients and the Private Wealth Advisors who serve them.

Kellie holds her Executive MBA from Fordham University and a Bachelor of Science in Finance from St. John's University. Kellie is passionate about inspiring and igniting the next generation of female entrepreneurs. To that end, she has served on several panels for UBS, St. John's University and Queens College, speaking to young women about their professional aspirations and careers in wealth management. An active member of the community, Kellie is an ardent supporter of a number of philanthropic organizations, including St. Jude's Children's Research Hospital, Alzheimer's Drug Discovery Foundation, No Greater Sacrifice, and the American Corporate Partners Mentorship Program, a nationwide nonprofit organization that assists veterans transitioning from meaningful military careers to the civilian workforce.

lian workforce.


Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY


John Alex, AIFA, CEPA

Executive Director
Branch Manager
CERTIFIED FINANCIAL PLANNER™
Certified Investment Management Analyst (CIMA®)
Chartered Financial Consultant (ChFC®)
212-713-3950

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As a Branch Manager of the 1285 Avenue of the Americas Branch, John also oversees the branch Corporate Employee Financial Services business. John joined UBS Financial Services Inc. in 1998 as a Management Training Advisor in Weehawken, NJ, where he successfully trained more than 1,200 Financial Advisors.

In 2000, John joined the 1285 Avenue of the Americas Branch as a Sales Manager. Prior to working at UBS, John worked as a Financial Advisor and Certified Financial Manager at Merrill Lynch, where he advised high net worth clients in financial and estate planning. John’s diversified experience and knowledge of the business make him an invaluable partner to our Financial Advisors, helping them identify investment solutions that meet client needs, and develop strategies for growing their business.

John graduated from Pace University with a Bachelor’s Degree in Business Administration. He and his wife, Virginia, reside in Haworth, NJ, with their two sons, John and Max. In his free time, John enjoys boating and fishing. He is also a Merchant Marine Officer and Captain in the U.S. Coast Guard.


Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY


Matthew J. Beaulieu, CEPA

Executive Director
Branch Manager
Certified Exit Planning Advisor (CEPA®)
212-713-1043
609-203-9912

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Matt is a Branch Manager of the 1285 Avenue of the Americas Branch covering the 16th and 18th floors. Matt is also responsible for running the day to day operations of the office including administration, compliance, operations as well as P&L management of the office.

Matt joined UBS Financial Services Inc. in 1994 and has served the firm in a variety of roles. Matt's previous roles include, Head of Business Management for WMAG East, covering the Eastern half of the US. Prior to this, he was Chief Operating Officer for UBS's Private Wealth Management Division, focused on growing the UHNW Segment within the firm. Matt has also served as the Divisional Supervisory Officer for Private Wealth Management, as a Branch Manager, Complex Manager, Recruiting Officer and Business Development Officer.

Matt holds a B.A. in Political Science from West Virginia University and an M.B.A. for New York University. He currently resides in Oceanport, NJ with wife Lisa and their son Dylan. Matt enjoys golfing, swimming, yoga, reading, and traveling with his family.

 


Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY


Neal Cooper

Executive Director
Branch Manager
212-713-9806

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Neal began his career in a business development role at PaineWebber in 1995. Neal went on to become a Financial Advisor and was selected to participate in the UBS Management Development and Field Leadership Program in 2001. Over the next several years, Neal held various sales management roles in Melville, New York City, as well as the Regional Sales Manager for Southern Atlantic. In 2007, Neal was offered the opportunity to be the Assistant Branch Manager at Smith Barney and was later named Branch Manager of the 101 Park Avenue Office in 2012. He was also recognized on Wall Street as one of the 100 leading Branch Managers nationwide in 2012, 2013, and 2014. In 2015, Neal joined the 1285 Headquarters office of UBS as Branch Manager and is responsible for sales, middle market equity and fixed income. Neal works diligently with Financial Advisors to help them overcome obstacles they face with growing their business and delivering the firm to their clients.  

Neal was born and raised in Riverdale, NY and currently resides with his wife Hyla, their daughter Ava and son Eli on the East side of Manhattan. He enjoys spending time with his family, skiing, running marathons, tennis and traveling.

 


Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY


Kelly Berkanish, CEPA

Director
Assistant Market Head
Certified Exit Planning Advisor (CEPA®)

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Kelly is a Director and Assistant Market Head at the 1285 Avenue of the Americas office.  She is responsible for helping advisors grow their business and identify resources across the firm that will help them best serve their clients.

Prior to her current role, she worked on the Structured Solutions Sales Desk where she educated Advisors on the various Structured Solutions offerings at the firm, including how to implement these strategies into clients' portfolios and how to identify which offerings were appropriate for various clients based on their risk profile and unique needs. 

Kelly joined UBS in 2010 and has worked in various positions within Capital Markets and Investment Platforms & Solutions, including Taxable Fixed Income Sales and the Capital Markets Support Desk. Kelly has also worked in UBS's London office as a 'Change the Bank' Project Manager.

Kelly graduated from Lehigh University in 2010 where she received a B.S. in Finance. She holds the Series 3, 7, 9/10 and 66 licenses as well as the New York State life and health insurance licenses.  Kelly grew up in Oradell, New Jersey and resides in Manhattan.  She enjoys running, cycling, exploring restaurants in the city and traveling. She is an active member of All Bar None, the UBS Coaching Circles women's leadership program and enjoys mentoring young females.


Thomas R. Conigatti, CPWA®, CRPC®, CEPA

Executive Director
Assistant Market Head
Chartered Retirement Planning Counselor (CRPC®)
Certified Exit Planning Advisor (CEPA®)
212-713-4573

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Thomas Conigatti is an Executive Director and Assistant Market Head for the New York Private Wealth Management West Complex.

Tom started his career in the financial services industry with JPMorgan Chase. In 2010, he moved to Merrill Lynch where he worked as a Financial Advisor, and later, as a Sales Manager, servicing individual, institutional and corporate clients. In 2013, Tom joined UBS Financial Services Inc. as Sales Manager of the Wealth Advice Center in Weehawken, NJ. In this role, Tom was responsible for leading a team of 110 Financial Advisors and 6 Sales Managers, overseeing $10 billion of client assets.

Tom graduated Cum Laude from Loyola University in Maryland with a Bachelor of Arts in Communication. He maintains his Series 7, 66, 9, 10 and insurance licenses. Tom also holds the Certified Private Wealth Advisor® designation from the Investments & Wealth Institute™ in conjunction with the University of Chicago Booth School of Business; the Chartered Retirement Planning Counselor® designation from the College for Financial Planning®; and the Certified Exit Planning Advisor designation from the Exit Planning Institute™.

An active member of the community, Tom supports a number of philanthropic organizations, including the Alzheimer's Drug Discovery Foundation, Broadway Cares/Equity Fights AIDS, God's Love We Deliver, SuitUp, No Greater Sacrifice, and the American Corporate Partners Mentorship Program, a nationwide nonprofit organization that assists veterans transitioning from meaningful military careers to the civilian workforce.


Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY


Jennifer Kasker, CEPA

Executive Director
Assistant Market Head
Certified Exit Planning Advisor (CEPA®)
212-713-2316

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Jennifer Kasker is an Executive Director and Assistant Market Head at the 1285 Avenue of the Americas Wealth Management Branch. As part of the management team, she is committed to efficiency, developing solutions, and using resources and strategies to assist financial advisors grow their business and their clients achieve their goals. 

Jennifer is a graduate of the United States Military Academy at West Point and received a bachelor’s of science degree in economics. Upon graduating, she was commissioned as second lieutenant in the US Army Military Police Corps.  She completed a master’s of business administration from Yale School of Management and was a student in the Brady-Johnson Program in Grand Strategy at Yale. 

During her 20-year Army career, Jennifer served around the world in various leadership positions which included two combat tours in Iraq as a commander.

While attending graduate school Jennifer interned at a top tier investment bank working with Energy, Mergers and Acquisitions, Health Care, and Communications groups on debt offerings, initial public offerings, mergers and acquisitions.

Jennifer was an Assistant Professor at West Point assigned to the Departments of Social Sciences and Systems Engineering.   She taught and directed courses in economics, finance, leadership, project management and operations management.  She culminated her Army career at West Point with the rank of Lieutenant Colonel.  

Jennifer was selected into the UBS Veterans Associate Program and upon completion received her offer of employment from UBS. She holds Series 3, 7, 9, 10, and 66 licenses as well as the New York State life and health insurance licenses.  She resides in Tuxedo Park, NY with her husband and two daughters. 


Registered States:
NY


Demie Kommatas, CEPA

Director
Assistant Market Head
Certified Exit Planning Advisor (CEPA®)
212-713-7805

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Demie Kommatas is an Assistant Market Head for the New York Private Wealth Management West Complex where she is responsible for assisting financial advisors with customized portfolio solutions for their clients. She provides guidance to financial advisors and clients on separately managed accounts, mutual funds and ETFs, and has focused her attention to continuing the growth of the branch's investment advisory business as well as delivering the firm. Prior to her current role, Demie served as Administrative Manager where she was responsible for the oversight of over 70 support staff employees on all items relating to supervision, human resources, coaching and development and general business administration. She has held various roles at UBS including Client Service Associate, Branch Office Administrator and Control Analyst. Prior to joining UBS in 2008, Demie began her career at Smith Barney. 

Demie graduated from Middlebury College with a B.A. in International Politics and Economics. She maintains her Series 3, 7, 9/10 and 66 securities licenses as well as the New York State life and health insurance licenses. Demie was born and raised in New York City and resides on Roosevelt Island, NY.  In her free time, Demie enjoys running, traveling, and spending time with family and friends.


Registered States:
CT, NJ, NY


Brian Longley

Director
Assistant Market Head
212-713-4857

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Brian Longley is a Director and Assistant Market Head at the 1285 Headquarters office of UBS Financial Services based in New York, NY. Brian's primary responsibilities include working with financial advisors and their clients on a daily basis to build portfolio allocations that help meet each client's need. In addition to building portfolio allocations, he is responsible for working with our 3rd party partners and helping the advisors learn about the different strategies and investment solutions that are available. Prior to joining the 1285 Headquarters office in 2013, Brian worked on the Advisory Sales desk where he provided investment recommendations to financial advisors on mutual funds, separately managed accounts and ETFs. Additionally, he spent three years at Wachovia and nine years at Merrill Lynch in a variety of sales and product support roles.

Brian graduated from Moravian College in Bethlehem, PA where he received a B.A. in Business Management. He holds the Series 7, 9, and 66 licenses. Brian resides with his wife and three children in Montclair, NJ.


Registered States:
CT, NJ, NY


Eric Mulkeen, CFA, CFP®

Director
Assistant Market Head
Chartered Financial Analyst®
CERTIFIED FINANCIAL PLANNER™
212-713-4584

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Eric is an Assistant Market Head at the 1285 Avenue of the Americas branch, where he is responsible for helping financial advisors grow their practices and deliver the resources of the firm to their clients. He joined the branch in 2010 as a Trade Processing Specialist and member of the Operations team, where he was responsible for trading related matters, including order entry of all investment products. Soon after, he assumed responsibility as a manager on the Operations team and later in 2013 he transitioned to the branch Sales team where he has focused his efforts on growing the branch's investment advisory business.

Eric received his B.S. in Finance from the Charles F. Dolan School of Business at Fairfield University. He maintains his Series 3, 7, 9/10 and 66 securities licenses as well as the New York State life and health insurance licenses. He also holds the Chartered Financial Analyst® and Certified Financial Planner™ designations.


Registered States:
CT, NJ, NY


John P. Luciano

Director
Market Administrative Officer
212-713-9235

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John Luciano is a Director and Market Administrative Officer of the 1285 Avenue of the Americas office where he is responsible for leading the administrative management team for both the Wealth Management and Private Wealth Management businesses. John has spent the past 15-years of his career at UBS Financial Services serving various roles in client service and administrative management. His responsibilities include the oversight of the Market's supervision, human resource and administrative functions. John is an active member of the community and heads the volunteer efforts for the 1285 Market supporting a number of philanthropic organizations. He is also responsible for the leadership and development of the administrative team and support staff; coaching and ensuring the day-to-day operations of the 1285 business run effectively and efficiently.

John graduated from the University of Delaware with Bachelor of Science in Finance. He maintains his Series 3, 6, 7, 9, 10, 63 and 66 securities licenses as well as the New York State life, accident and health insurance licenses. John was born in New York City and currently resides in Hoboken, New Jersey with his wife Megan. In his free time, John enjoys exercising, golfing, traveling and spending time with family and friends.


Registered States:
AR, MA, NJ, NY, UT


Salvatore Philip Baio

Director
Market Supervisory Officer

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Sal Baio is a Director and Market Supervisory Officer of the 1285 Avenue of the Americas where he is responsible for leading the Supervisory management team for both the Wealth Management and Private Wealth Management businesses. Sal is responsible for the Supervision of the Financial Advisors within the market, as well as the overall review of Financial Advisors business. Sal works closely with the Compliance department as well as local management to ensure that all clients are treated fairly.

 

Sal began his career in in 2007 with Oppenheimer and Co. as a Client Service Associate. Following Oppenheimer he spent 6 years with Barclays Wealth Management in various roles including Operational Specialist, Middle Office Analyst and Supervisory Manager.

 

Sal was a member of the Rutgers University varsity baseball team, graduating with a Bachelor's of Science degree in Finance. He maintains the Series 7, 66, 3, 9/10 and Life and Health Insurance Licenses. Sal currently lives in Old Bridge, NJ with his wife Christina and enjoys playing baseball/softball and golf in his free time.


Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY