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Text Content

Hudson River Wealth Management
View FINRA BrokerCheck informationContact usAccount login
Hudson River Wealth Management
* Home(current)
* Meet the team
* Contact

BEGIN WITH A PLAN

For your goals. For your future.

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.

Start the conversation. .

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.

Previous Slide

* STEVEN SOLOMON

Senior Vice President–Wealth Management

Financial Advisor

*
*
*

View bio . Steven Solomon.Industry recognition . Steven Solomon.
* AL
* AZ
* CA
* CO
* CT
* DC
* DE
* FL
* GA
* HI
* IL
* IN
* KY
* LA
* MA
* MD
* MI
* MN
* MO
* NC
* NE
* NH
* NJ
* NV
* NY
* OH
* OK
* OR
* PA
* PR
* RI
* SC
* TN
* TX
* UT
* VA
* VT
* WA
* WV
* WY

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, CFP®, AWMA®

Senior Vice President–Wealth Management

Financial Advisor

*
*

View bio . Lauren Konstantin, CFP®, AWMA®.Industry recognition . Lauren
Konstantin, CFP®, AWMA®.
* AK
* AL
* AZ
* CA
* CO
* CT
* DC
* DE
* FL
* GA
* HI
* IL
* IN
* KY
* LA
* MA
* MD
* MI
* MN
* MO
* NC
* NE
* NH
* NJ
* NV
* NY
* OH
* OK
* OR
* PA
* PR
* SC
* TN
* TX
* UT
* VA
* VT
* WA
* WV
* WY

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 Advisor®SM designation
from the College for Financial Planning.

* Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2021, 2023The
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,
2022, 2023The 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, 2022, 2023The 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 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

* ERIC GIOIA AND ORLY ELLIOTT

Senior Vice President–Wealth Management

Financial Advisor

*
*

View bio . Eric Gioia and Orly Elliott.Industry recognition . Eric Gioia and
Orly Elliott.
* AZ
* CA
* CO
* CT
* DC
* DE
* FL
* GA
* HI
* IL
* IN
* KY
* LA
* MA
* MD
* ME
* MI
* MN
* MO
* NC
* NE
* NH
* NJ
* NV
* NY
* OH
* OK
* OR
* PA
* PR
* SC
* TN
* TX
* UT
* VA
* VT
* WA
* WI
* WV
* WY

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.

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

* KEVIN BERTONCIN, CFP®, AWMA®

Vice President–Wealth Management

Financial Advisor

*
*
*

View bio . Kevin Bertoncin, CFP®, AWMA®.Industry recognition . Kevin
Bertoncin, CFP®, AWMA®.
* AL
* AZ
* CA
* CO
* CT
* DC
* DE
* FL
* GA
* HI
* IL
* IN
* KY
* LA
* MA
* MD
* ME
* MI
* MO
* NC
* NE
* NH
* NJ
* NV
* NY
* OH
* OK
* OR
* PA
* PR
* RI
* SC
* TN
* TX
* UT
* VA
* VT
* WA
* WI
* WV
* WY

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.

* Villanova University

* CERTIFIED FINANCIAL PLANNER™

709 Westchester Avenue
Suite 400
White Plains, NY 10604

* LEONARD SOLOMON

Financial Advisor

*
*

View bio . Leonard Solomon.
* CA
* CT
* FL
* IL
* LA
* MA
* MD
* ME
* NH
* NJ
* NY
* TN

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

Senior Wealth Strategy Associate

*
*

View bio . Heidi Scali.
* AL
* AZ
* CA
* CO
* CT
* DC
* DE
* FL
* GA
* HI
* IA
* IL
* KY
* MA
* MD
* ME
* MO
* NC
* NH
* NJ
* NV
* NY
* OH
* OR
* PA
* PR
* SC
* TX
* UT
* VA
* VT
* WA
* WI
* WV
* WY

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
Analyst®s 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

* PEGGY ATHANASATOS

Client Associate Senior

*
*

View bio . Peggy Athanasatos.
* AZ
* NJ
* NY
* PA

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.

709 Westchester Avenue
Suite 400
White Plains, NY 10604

* IZABELA WSZOLEK

Senior Wealth Strategy Associate

*
*

View bio . Izabela Wszolek.
* CA
* CT
* FL
* MA
* MD
* NC
* NJ
* NY
* SC
* TX

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 to 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.

709 Westchester Avenue
Suite 400
White Plains, NY 10604

* ELENA TASHLITSKY

Client Associate

*
*

View bio . Elena Tashlitsky.

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.

709 Westchester Avenue
Suite 400
White Plains, NY 10604

* CARYN JASINOVER

Client Associate

*
*

View bio . Caryn Jasinover.

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.

1285 Avenue Of The Americas
New York, NY 10019

* MELVIN GIRARD

Client Associate

*
*

View bio . Melvin Girard.
* 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
* NJ
* NM
* NV
* NY
* OH
* OK
* OR
* PA
* PR
* RI
* SC
* SD
* TN
* TX
* UT
* VA
* VI
* VT
* WA
* WI
* WV
* WY

Melvin joined the Hudson River Wealth Management team in October 2021 as a
Client Associate. He holds the series 7 and 66 security licenses. Before
joining UBS, Melvin began his banking and financial services career with AXA
and JPMorgan Chase.

Melvin lives in Brooklyn, NY. Outside of work, he likes to spend quality time
with family and friends, and enjoys activities including playing the drums,
basketball and football.

1285 Avenue Of The Americas
New York, NY 10019

Next Slide

Our team

* STEVEN SOLOMON

Senior Vice President–Wealth Management

Financial Advisor

*
*
*

* Lehigh University, International Relations and a Secondary Focus in
Geology

709 Westchester Avenue
Suite 400
White Plains, NY 10604

* LAUREN KONSTANTIN, CFP®, AWMA®

Senior Vice President–Wealth Management

Financial Advisor

*
*

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

* 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

* ERIC GIOIA AND ORLY ELLIOTT

Senior Vice President–Wealth Management

Financial Advisor

*
*

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

* KEVIN BERTONCIN, CFP®, AWMA®

Vice President–Wealth Management

Financial Advisor

*
*
*

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

* Villanova University

* CERTIFIED FINANCIAL PLANNER™

709 Westchester Avenue
Suite 400
White Plains, NY 10604

* LEONARD SOLOMON

Financial Advisor

*
*

View bio . Leonard Solomon.
* CA
* CT
* FL
* IL
* LA
* MA
* MD
* ME
* NH
* NJ
* NY
* TN

* Lehigh University, Accounting

709 Westchester Avenue
Suite 400
White Plains, NY 10604

* HEIDI SCALI

Senior Wealth Strategy Associate

*
*

View bio . Heidi Scali.
* AL
* AZ
* CA
* CO
* CT
* DC
* DE
* FL
* GA
* HI
* IA
* IL
* KY
* MA
* MD
* ME
* MO
* NC
* NH
* NJ
* NV
* NY
* OH
* OR
* PA
* PR
* SC
* TX
* UT
* VA
* VT
* WA
* WI
* WV
* WY

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

* PEGGY ATHANASATOS

Client Associate Senior

*
*

View bio . Peggy Athanasatos.
* AZ
* NJ
* NY
* PA

709 Westchester Avenue
Suite 400
White Plains, NY 10604

* IZABELA WSZOLEK

Senior Wealth Strategy Associate

*
*

View bio . Izabela Wszolek.
* CA
* CT
* FL
* MA
* MD
* NC
* NJ
* NY
* SC
* TX

709 Westchester Avenue
Suite 400
White Plains, NY 10604

* ELENA TASHLITSKY

Client Associate

*
*

View bio . Elena Tashlitsky.

Elena lives in Tarrytown NY with her husband and children.

709 Westchester Avenue
Suite 400
White Plains, NY 10604

* CARYN JASINOVER

Client Associate

*
*

View bio . Caryn Jasinover.

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.

1285 Avenue Of The Americas
New York, NY 10019

* MELVIN GIRARD

Client Associate

*
*

Melvin lives in Brooklyn, NY. Outside of work, he likes to spend quality time
with family and friends, and enjoys activities including playing the drums,
basketball and football.

1285 Avenue Of The Americas
New York, NY 10019

AboutRecognitionEducationFocusContact
Registered States:

Eligibility is based on quantitative factors and is not necessarily related to
the quality of the investment advice. For more information on third party rating
methodologies, please visit ubs.com/us/en/designation-disclosures

EDUCATION

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Registered States:
Recognition

Education

EDUCATION

CREDENTIALS

Focus

Contact

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SUSTAINABLE INVESTING

How can we make the world a better place by 2030? Your values define you. But do
your investments reflect who you are? Discover three ways to invest toward the
UN’s 17 Sustainable Development Goals.

Show more. Sustainable investing.. Sustainable investing.

YOUR LIFELONG FINANCIAL PLAN. UBS WEALTH WAY

When it comes to achieving your goals, our strategic approach can help you
pursue what matters most—for today, tomorrow and for generations to come.
Through deeper conversations, including five simple questions, we clarify what
you’d like to accomplish and map out solutions for every phase of your life.

UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy.
strategies, that UBS Financial Services Inc. and our Financial Advisors can use
to assist clients in exploring and pursuing their wealth management needs and
goals over different time frames. This approach is not a promise or guarantee
that wealth, or any financial results, can or will be achieved. All investments
involve the risk of loss, including the risk of loss of the entire investment.

Show more. Your lifelong financial plan. UBS Wealth Way.. Your lifelong
financial plan. UBS Wealth Way.

BUSINESS TRANSITION AND SUCCESSION PLANNING

Are you considering an exit from your business? From investment banking to
business transition planning to post-liquidity wealth management, we have the
experience to help you with your future plans for your business. We can connect
you to the resources you need to solve any challenge that may arise.

Show more. Business transition and succession planning.. Business transition and
succession planning.
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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

$3.9 trillion

In invested assets globally
As of 12/31/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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Products and services mentioned on these web pages may not be available for
residents of certain nations. Please consult the sales restrictions relating to
the service in question for further information. http://www.ubs.com

As a firm providing wealth management services to clients, UBS Financial
Services Inc. offers investment advisory services in its capacity as an
SEC-registered investment adviser and brokerage services in its capacity as an
SEC-registered broker-dealer. Investment advisory services and brokerage
services are separate and distinct, differ in material ways and are governed by
different laws and separate arrangements. It is important that clients
understand the ways in which we conduct business, that they carefully read the
agreements and disclosures that we provide to them about the products or
services we offer. A small number of our financial advisors are not permitted to
offer advisory services to you, and can only work with you directly as UBS
broker-dealer representatives. Your financial advisor will let you know if this
is the case and, if you desire advisory services, will be happy to refer you to
another financial advisor who can help you. Our agreements and disclosures will
inform you about whether we and our financial advisors are acting in our
capacity as an investment adviser or broker-dealer. For more information, please
review the PDF document at ubs.com/relationshipsummary.

Neither UBS Financial Services Inc. nor its employees (including its Financial
Advisors) provide tax or legal advice. You should consult with your legal
counsel and/or your accountant or tax professional regarding the legal or tax
implications of a particular suggestion, strategy or investment, including any
estate planning strategies, before you invest or implement.

Wealth management services in the United States are provided by UBS Financial
Services Inc., a registered broker-dealer offering securities, trading,
brokerage and related products and services. Member SIPC . Member FINRA . UBS
Financial Services Inc. is also registered as a Futures Commission Merchant
(FCM) with the U.S. Commodity Futures Trading Commission (CFTC) and offers
brokerage services related to the execution and clearing of on-exchange futures
and options on futures products. Member NFA

Unless we separately agree in writing, we do not monitor your brokerage account,
and you make the ultimate decision regarding the purchase or sale of
investments. You can ask us to review your brokerage account and provide you
with investment recommendations at any time.

Wealth Management and Private Wealth Management and UBS International are
divisions of UBS Financial Services Inc., a subsidiary of UBS AG. Private
Wealth Management resources and services are provided by specially-accredited
Financial Advisors within UBS Financial Services Inc. (including Private Wealth
Advisors and International Private Wealth Advisors).

For more information on third party rating methodologies, please
visit ubs.com/us/en/designation-disclosures.html.

Notice for Non-U.S. Investors . Notice for Non-Puerto Rico Investor . Order
Routing Disclosure . Statement of Financial Condition. Statement of Financial
Condition- UBS FSI of Puerto Rico. Best Execution Statement. Loan Disclosure
Statement. Account Sweep Yields. Advisory & Brokerage Services. CFP Board's
Trademark Disclaimer. Important Information About Auction Rate Securities (Not
for Puerto Rico). Futures Commission Merchant (FCM) Information for UBS
Financial Services Inc . Agreements and Disclosure

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