Enrico Lomonaco is a financial advisor with UBS Financial Services in Mamaroneck, NY. He holds Series 63 and Series 65 licenses and has 27 years of industry experience, having worked at UBS and Painewebber since 1998. Outside of financial advising, he is a partner in ERCL Inc., a healthcare and pharmaceuticals business specializing in eye exams. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, combining institutional trading capabilities and wealth management. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans and portfolio management.

Mark Wolfson is a financial advisor with UBS Financial Services in Mamaroneck, NY, holding a Series 63 designation and over 50 years of industry experience. He has been with UBS Financial Services since 1975. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm offers fee-based financial planning, discretionary and non-discretionary portfolio management, and distributes mutual funds and alternative products.