Steven is a Senior Vice President at UBS Wealth Management and has been in the industry since 1991. Steven enjoys working with people. He cares about getting to know his clients, connecting with them and truly understanding them personally.  He primarily manages private investors and small businesses. Giving back to the community is very important to Steven. He currently 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 and a secondary focus in Geology. 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 currently lives in West Nyack, NY with his wife Tricia. He is the proud parent of daughters Jamie and Samantha, and proud stepfather of Cailey, Denny Ryan and Jake.

Registered States:
AZ, CA, CO, CT, DE, FL, GA, IL, IN, KY, LA, MA, MD, MI, NC, NH, NJ, NV, NY, OH, OK, OR, PA, PR, SC, TN, TX, VA, VT, WA, WY

As a CERTIFIED FINANCIAL PLANNER™, Lauren provides professional knowledge in the process to create and deliver financial plans. She presents a executable, clear course of action to achieve your goals. Lauren 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 Series 7, 63 and 66 securities licenses as well as life and health insurance licenses. In addition, Lauren has the Accredited Wealth Management Advisor designation from the College for Financial Planning.

Registered States:
AK, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KY, LA, MA, MD, MI, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, PR, SC, TN, TX, VA, VT, WA, WY

Orly is a Senior Vice President at UBS Wealth Management and has served her clients as a private banker since 2010. Orly 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 specializes in advising business owners and entrepreneurs, corporate executives, families, endowments, and philanthropic organizations. She utilizes her relationships and expertise 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, as well as her Series 7 and Series 63 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.

Registered States:
CA, CO, CT, DE, FL, GA, HI, IL, KY, MA, MD, ME, NC, NH, NJ, NV, NY, OR, PA, PR, SC, TX, VA, VT, WA, WY

Kevin is a CERTIFIED FINANCIAL PLANNER™ and Financial Advisor with UBS Wealth Management. A graduate of Villanova University, Kevin entered the business in 2006 as a retirement consultant.  Over his career, Kevin has partnered with clients to craft and execute financial plans that help guide families to and through retirement.  Kevin’s singular aim has always been to help improve the financial lives of his clients in a manner that puts the client first. 

 As a CERTIFIED FINANCIAL PLANNER™, Kevin focuses on the “kitchen table” conversations that drive client success. Kevin’s 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 roadmap 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 Pound Ridge, NY with their 5 year old son, Ciaran, and 2 year old daughter, Eileen.  Caitlyn is a Literacy Specialist at the Rippowam Cisqua School in Mt. Kisco, NY.  When not working, Kevin and Caitlyn cherish the relative peace and quiet of Northern

Registered States:
CA, CO, CT, DE, FL, GA, IL, KY, MA, MD, ME, NC, NH, NJ, NV, NY, OR, PA, PR, SC, TX, VA, VT, WA

Michael Dwyer has been in the Financial Services industry as a Financial Advisor since 1986. He is a Senior Vice President - Wealth Management in the White Plains complex of UBS Financial Services Inc. since 1992. Michael has vast experience and diverse knowledge of the investment market place. He uses that experience alongside UBS's fundamental and technical research to establish and maintain appropriate portfolios for his clients. Michael attended Pleasantville High School and graduated from Mercy College. In addition, he has taken numerous Financial and Investment Planning classes at Pace University.

 Michael enjoys many sports such as cycling, golf, archery, baseball/softball, basketball and football. He has coached town youth sports teams in basketball and baseball. He was the coach and pitcher for the office softball team. Michael lives in Pleasantville, New York with his wife Mary and has two sons, Michael and Daniel and a stepdaughter Yvonne (currently serving in the US Army). He is a proud grandpa of Cristian, Alessia, Ariana and Duke.

Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KY, LA, MA, MD, MI, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, VA, VT, WA, WY

Gail has been a Senior Vice President– Wealth Management with UBS Financial Services Inc. since 1993, with over thirty-five years as a Financial Advisor. Gail was named to the Top Women Wealth Advisors list for 2020 by Forbes and SHOOK Research. Her strengths lie in her understanding that your financial goals are unique and evolving. Gail’s primary focus is to “help grow, protect, and preserve” your wealth through life-stage planning. She works with an entire team of professionals from trust and estate planners to experts in insurance and retirement to ensure that all the moving parts of your finances work together. Gail has a Bachelor of Science from City College of New York, CUNY and a Master of Science from Columbia University.

Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KY, LA, MA, MD, MI, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, VA, VT, WA, WV, WY

Pamela was an accountant for more than 30 years before joining UBS in 2007. Today her business and financial acumen complement the comprehensive wealth management solutions her team brings to people nearing or already in retirement, women facing major life events, such as career changes, divorce, loss of spouse, and the planning needs of non-traditional couples and same-sex partners. She is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and an Accredited Domestic Partnership AdvisorSM . She earned a B.S. in business administration with a concentration in accounting from Monmouth University in West Long Branch, NJ.

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 50^th 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.

Registered States:
CA, CT, FL, LA, MA, MD, ME, NH, NJ, NY

Peggy is a 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. Peggy's daughter is an Ensign in the United States Coast Guard and her son is in the medical field.

Registered States:
AZ, NJ, NY, PA

Josie is a Client Service Associate at UBS Wealth Management. She has many years of customer service experience and enjoys working with people and getting to know her clients.

Josie was previously employed as the Center Director of a learning center for children with social, emotional, behavioral and/or learning struggles. She worked very closely with the families and was a main source of support for them.

Josie graduated Magna Cum Laude from Stony Brook University. She lives in Hartsdale, New York with her husband Alex. She spent much of her youth acting in plays. Although she participated in all genres, she was very passionate about Shakespeare. 

Izabella has been with UBS since 2013 and started working with the Hudson River Wealth Management team in May 2018. Her previous experience working as a Customer Service Representative at a retail organization has been a great foundation for her role as a Client Service Associate, as she developed skills in listening to clients’ needs and ensuring their requests were fulfilled. Izabella holds a Series 7 lísense. She lives in Norwalk, CT. In her spare time, Izabella enjoys spending time with her dogs, traveling and exploring in nature.

Registered States:
CT, FL, NJ, NY