Begin with a plan

For your goals. For your future.

Hudson River Wealth Management

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Three generations in front yard

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Steven Solomon

    Steven Solomon

    Senior Vice President–Wealth Management

    Financial Advisor

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    Steven has been a Financial Advisor since 1991. He enjoys working with people. He cares about getting to know his clients, connecting with them and truly understanding them personally. He primarily works with private investors and small businesses. Giving back to the community is very important to Steven. He serves on the board of trustees for the Jill E. Solomon Charitable Foundation, previously served on the board of trustees of Project Morry, and he supports various other charities and causes. Steven graduated Lehigh University in 1991 with a major in international relations.

    Having played football and soccer for many years, Steven is an avid sports fan. Steven was born and raised in White Plains, NY, and he lives in West Nyack, NY with his wife Tricia and goldendoodle Jackson. He is the proud parent of daughters Jamie and Samantha, and proud stepfather of Cailey, Dennis and Jake.

    • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • Lehigh University, International Relations and a Secondary Focus in Geology
      709 Westchester Avenue
      Suite 400
      White Plains, NY 10604
    • Lauren Konstantin

      Lauren Konstantin, CFP®, AWMA®

      Senior Vice President–Wealth Management

      Financial Advisor

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      Lauren is honored to be named in the top 10 Forbes Best-In-State Women Advisors 2022 and named to the Forbes/SHOOK Best-In-State Wealth Advisors list 

      As a Certified Financial PlannerTM professional, Lauren provides professional knowledge in the process to create and deliver financial plans. She presents an executable, clear course of action to achieve your goals. She joined UBS in 2015 after working for five years in Global Markets at Deutsche Bank.

      Lauren earned a bachelor of business administration from the Stephen M. Ross School of Business at the University of Michigan. She holds the Series 7, 63 and 66 securities licenses, as well as life and health insurance licenses. In addition, Lauren has the Accredited Wealth Management AdvisorSM designation from the College for Financial Planning.

      • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2021The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
      • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
      • Forbes America’s Top Women Wealth Advisors, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
      • Forbes Best-in-State Wealth Advisors, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
      • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
      • Forbes Best-in-State Women Wealth Advisors, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
      • Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2021The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October based on information from a 12 month period ending in March of the award year.

      • Stephen M. Ross School of Business at the University of Michigan, Bachelor of Business Administration
      • Accredited Wealth Management Advisor℠
      • CERTIFIED FINANCIAL PLANNER™
      709 Westchester Avenue
      Suite 400
      White Plains, NY 10604
    • Orly Elliott

      Orly Elliott

      Senior Vice President–Wealth Management

      Financial Advisor

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      Orly has served her clients as a private banker since 2010. She takes pride in forming close relationships with her clients, enabling her to develop a deep understanding of their financial needs and desires. This allows her to work with her clients in order to develop a strategy for the present as well as the future.

      Orly advises business owners and entrepreneurs, corporate executives, families, endowments and philanthropic organizations. She utilizes her relationships and experience to counsel clients on customized investment portfolios, credit and liquidity needs, trust and estate planning, and cash management solutions.

      Orly holds a bachelor’s of business administration degree from the Stephen M. Ross School of Business at the University of Michigan, her Series 7, 63 and 66 licenses, as well as life and health insurance licenses. Prior to joining UBS, Orly spent more than a decade as an advisor in JPMorgan’s Private Bank. An active member of her community, Orly and her husband, Justin, live on the Upper East Side of Manhattan with their sons, Adam and Aaron.

      • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

          1285 Avenue of the Americas
          18th Floor
          New York, NY 10019
        • Kevin Bertoncin

          Kevin Bertoncin, CFP®, AWMA®

          Account Vice President

          Financial Advisor

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          A graduate of Villanova University, Kevin entered the business in 2006 as a retirement consultant.

          As a CERTIFIED FINANCIAL PLANNER™, Kevin focuses on the “kitchen table” conversations designed to help drive client success. His three-step planning process focuses on the unique “whos” and “whats” for each of his clients. By understanding a client’s passions, concerns and needs, Kevin is able to help build a financial road map for the families he works with. His passion is in confronting the challenges his clients face and being able to help navigate a path through those challenges.

          Kevin and his wife Caitlyn live in Ridgefield, CT with their son, Ciaran, and their  daughter, Eileen. Caitlyn is a literary specialist at the Rippowam Cisqua School in Bedford, NY. When not working, Kevin and his family enjoy the peace and tranquility of Northern Fairfield County.

          • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

          • Villanova University
          • CERTIFIED FINANCIAL PLANNER™
          709 Westchester Avenue
          Suite 400
          White Plains, NY 10604
        • Leonard Solomon

          Leonard Solomon

          Financial Advisor

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          Leonard continues his long term career as a Financial Advisor having started in the business the same year JFK became President, 1960. Over his 60 plus years in the industry, his roles have included Assistant Branch Manager and is currently Senior Vice President working with his son, Steven, and the Hudson River Wealth Management team at UBS Financial. Leonard's long tenure in the industry has given him the insight and experience necessary to help clients manage through various market cycles.

          Leonard attended Lehigh University and graduated with an accounting major. He is also is a veteran of the U.S. army having served as a Second Lieutenant. Leonard is happily married to his wife Carole, having a recent 50th anniversary, and is the proud grandfather of two beautiful granddaughters, Jamie and Samantha. In his leisure time Leonard likes to golf and is an avid bridge player.

            • Lehigh University, Accounting
              709 Westchester Avenue
              Suite 400
              White Plains, NY 10604
            • Heidi Scali

              Heidi Scali

              Senior Wealth Strategy Associate

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              Heidi is a Senior Wealth Strategy Associate, and has over 10 years financial service experience
              helping clients meet their financial needs. Heidi joined UBS in 2015 and after a short stint
              away came back to work with the Hudson River Wealth Management team in February 2022.
              She provides investment strategy and portfolio construction support to the team and their
              clients.

              Heidi earned her Bachelor of Science in Finance from Syracuse University and is FINRA Series
              7, 63, 65 and Life, Health and Variable annuity licensed. Continuing in the practice of lifelong
              learning, Heidi is currently a committed candidate in the Chartered Financial Analysts program,
              a rigorous and comprehensive multi-year, self study program that is known for setting the
              global standard in investment knowledge, standards and ethics.

              Heidi currently lives in Chappaqua, NY. In her free time, of which there is little, she enjoys
              spending time with her family and friends and hiking.

                    1285 Avenue Of The Americas
                    New York, NY 10019

                  Sustainable investing

                  Your lifelong financial plan. UBS Wealth Way

                  Your lifelong financial plan. UBS Wealth Way

                  Business transition and succession planning

                  Business transition and succession planning

                  Legacy—Wealth for others

                  For needs that go beyond your own—to help you improve the lives of others

                  What will your legacy be?
                  It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                  Learn more at ubs.com/wealthway.

                  Backed by the strength of UBS

                  A global leader in wealth management

                  $2.8 trillion

                  In invested assets globally 
                  As of 06/30/2022

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                  Our global footprint

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                  UBS is a world-leading wealth manager