Experience

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.

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. He holds the Series 7 and 63 securities licenses, as well as life and health insurance licenses.

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.

As a CERTIFIED FINANCIAL PLANNER™ 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.

Eric is a leading member of the New York City business community with more than 20 years of
experience in public service and business. He has strong relationships with stakeholders in finance, government, major non-profit institutions, family offices, real estate leaders and organized labor.

Eric joined UBS as a Managing Director – Wealth Management, having most recently served as a Managing Director and Senior Banker at J.P. Morgan Chase. At UBS, Eric will continue to advise CEOs, founders, and ultra high net worth families and organizations in New York, just as he has since 2010. Eric and his team are responsible for all aspects of the client relationship, including strategic advice, investments, banking, risk management and succession planning strategies.

Before becoming an important member of the NYC business community, Eric was elected to serve in the New York City Council, representing Queens from 2002-2009. As a Councilman, he chaired the Committee on Oversight & Investigations, conducting more than 50 inquiries that helped the passage of important laws and increasing government accountability. Prior to his service as a Councilman, Eric served in the White House as a law clerk to the Deputy White House Counsel and practiced law at Milbank, Tweed, Hadley & McCloy.

Apart from UBS, Eric is an adjunct professor at the NYU College of Arts and Sciences and CUNY’s Macauley Honors College. For ten years, he has taught seminars on public policy and the future of New York. He previously served on the boards of MoMA PSI, the Museum of the Moving Image and Chess in the Schools. Now, he serves as a trustee of the Marymount School of NY and on the board of the Queens Library Foundation.

Eric is a graduate of NYU and Georgetown University Law Center. He lives with his wife, Lisa Hernandez Gioia, and their four children in New York City. Eric is an avid marathoner and has embarked on a quest to run a marathon on all seven continents.

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.

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.

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.

Peggy is a Senior Registered Client Service Associate. She holds her Series 7 and 63 licenses. She gained banking and financial service experience having worked for Citigroup and KeyBank over the last 30 Years. She enjoys interacting with clients and problem solving. Peggy lives locally, in Valhalla, with her husband Alex and is the proud mother of two adult children Nicholas and Stephanie.

Izabella entered the financial services industry thirteen years ago at the retail level and has since been with UBS for the past eight years.  Upon joining UBS, she has worked as a Senior Registered Client Service Associate and currently holds the title of Wealth Strategy Associate.  In her current role, she assists clients in helping them achieve their financial goals at various stages of their lives.  In addition to troubleshooting clients' concerns, Izabella defines her role as one of relationship-building.  

Izabella's licenses include Series 7, 66, health, life, long-term care, and annuity.  She received her B.A. from Albertus Magnus College in Sociology.  She currently resides in Southern Connecticut. In her spare time she enjoys traveling, exploring nature, spending time with friends, family, and her beloved Morkies.

Elena returns to UBS and joins the Hudson River Wealth Management team after taking time off to raise a family.  She brings to the team her overall understanding of the financial industry, as well as deep commitment to client service.  Her previous experience includes banking operations, management and Prime Brokerage client service roles within UBS Investment Bank.   She holds a bachelor's degree in International Business Management from Hamline University and is a CFA Candidate, having passed level 1. 

 Elena lives in Tarrytown NY with her husband and children.

Caryn joined the Hudson River Wealth Management team in December 2021 as a Client Associate. Caryn brings with her a wealth of experience in Financial Services and strong commitment to ensuring clients receive high quality service and support.

Caryn's experience and career advanced while working in support of Asset Management firms including Solomon Brothers and Bear Stearns (now JMPC). After taking some time to raise her family, Caryn is excited to be at UBS.

Caryn lives in NJ with her husband Larry and children, Halie and Spencer. She likes to spend quality time with family and friends and enjoys the theater and traveling.