$7 trn
UBS Group invested assets
As of 12/31/2025
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
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.
Nick LoMaglio has been with UBS Financial services since he was 18 years old. After spending 3 years as an intern, in their wealth management division, he joined full time in 2008. Nick’s services focus primarily on wealthy families and business owners; with a specific devotion to transitioning wealth and knowledge to the next generation within the family/governance structure. He is a Certified Exit Planning Advisor and Corporate Stock Benefit consultant which positions him to advise on both publicly and privately held equity interest. Nick’s true passion is his 501c3, Advice Beyond the Classroom, which is an educational based non-profit that teaches high school and college students the “soft” skills of business and life. Nick is married with 4 young children and currently resides on the Southwest side of Chicago where he was born and raised. His California insurance license is 0I19651
John Cochrane returned to UBS in December 2015 as a Senior Vice President, Private Wealth Advisor. John began his career in Wealth Management with Morgan Stanley in 1990. Most recently, he served as a Director at Credit Suisse after spending 10 years at UBS from 1999 to 2009.
John earned his undergraduate degree from University of Illinois at Urbana Champaign and his Masters of Management from Northwestern University, Kellogg School of Management. He subsequently obtained his Series 7, 63 and 65 securities licenses.
John is the proud father of five, ages 18-26. He lives in Glen Ellyn and is a member of University of Illinois College of Business Alumni Association Board.
Linkon joined The DelGiorno/LoMaglio Group in 2019. Prior to joining UBS, Linkon graduated from Vanderbilt University where he received his Bachelor of Science degree in Human and Organizational development, and most recently worked at Humana, Inc. as a Health Solutions Client Executive. There, he was responsible for the sale and management of commercial insurance plans in the Illinois market, earning the Humana distinction of President's Council for achievement in performance. As a Certified Financial Planner (CFP®) with UBS, Linkon focuses on developing investment, retirement, and cash management strategies for clients. Linkon lives in Downtown Chicago with his wife, Courtney, and their three children.
Bridgid joined The DelGiorno/LoMaglio/Cocharane/Altman Group in 2018 following her time with Capital Trading
Group, LP, where she facilitated execution between primary trading advisor client and execution
brokers and managed option orders. Bridgid holds her Series 3, 7, 63 and 66 securities licenses
and specializes in driving operations compliance and delivering key advice regarding risk, but
she rarely neglects to sweeten each season by sending clients her long-beloved recipes, passed
down by her grandfather, “Pop.” Whether Bridgid is sharing her favorite way to roast sweet
potatoes or to confect English toffee, she hopes to offer her clients a morsel of her own family
life and history in order to remind them that they, too, are now part of an intergenerational mesh,
a shared legacy.
And it is this deeply rooted value of legacy that allows Bridgid to attend so well to that of her
business partners as well as her clients. Bridgid serves as a mentor for new hires, offering herself
as a sounding board as she helps them through training. Sought out for her meticulous care as a
mentor, she was asked to participate in a committee that aims to revamp the training program
nationwide, and she hopes to see more trainees thrive as she works to improve their experiences,
whether at an individual or national level. As for her clients, she hopes to continue making their
financial experiences as easy as possible, both now and for the future. And, of course, she hopes
they find a new favorite recipe too—one worth passing down.
David works with high net worth individuals and their families to address their multi-faceted financial planning needs. He also focuses on the owners of privately held family businesses and middle market business executives. David understands that each client has unique goals and concerns. He enjoys gathering information, working through problems and designing sophisticated solutions to help clients pursue their future.
In his role as a Senior Wealth Strategy Associate, David is involved in financial planning, asset allocation, portfolio construction and investment research. He serves as a relationship manager, forming close connections with multiple generations of his clients’ families. David has been with UBS since 2012. His knowledge of the firm’s global resources enables him to connect clients with specialists across UBS Asset Management and UBS Investment Bank, among other areas, to address their full financial picture.
David studied Art History and Economics in college, blending his passions for art and finance. The combination of those skill sets helped him expand his approach to analyzing any situation. Today, his clients benefit from the broader perspective he brings to their financial picture.
Nick LoMaglio has been with UBS Financial services since he was 18 years old. After spending 3 years as an intern, in their wealth management division, he joined full time in 2008. Nick’s services focus primarily on wealthy families and business owners; with a specific devotion to transitioning wealth and knowledge to the next generation within the family/governance structure. He is a Certified Exit Planning Advisor and Corporate Stock Benefit consultant which positions him to advise on both publicly and privately held equity interest. Nick’s true passion is his 501c3, Advice Beyond the Classroom, which is an educational based non-profit that teaches high school and college students the “soft” skills of business and life. Nick is married with 4 young children and currently resides on the Southwest side of Chicago where he was born and raised. His California insurance license is 0I19651
John Cochrane returned to UBS in December 2015 as a Senior Vice President, Private Wealth Advisor. John began his career in Wealth Management with Morgan Stanley in 1990. Most recently, he served as a Director at Credit Suisse after spending 10 years at UBS from 1999 to 2009.
John earned his undergraduate degree from University of Illinois at Urbana Champaign and his Masters of Management from Northwestern University, Kellogg School of Management. He subsequently obtained his Series 7, 63 and 65 securities licenses.
John is the proud father of five, ages 18-26. He lives in Glen Ellyn and is a member of University of Illinois College of Business Alumni Association Board.
Linkon joined The DelGiorno/LoMaglio Group in 2019. Prior to joining UBS, Linkon graduated from Vanderbilt University where he received his Bachelor of Science degree in Human and Organizational development, and most recently worked at Humana, Inc. as a Health Solutions Client Executive. There, he was responsible for the sale and management of commercial insurance plans in the Illinois market, earning the Humana distinction of President's Council for achievement in performance. As a Certified Financial Planner (CFP®) with UBS, Linkon focuses on developing investment, retirement, and cash management strategies for clients. Linkon lives in Downtown Chicago with his wife, Courtney, and their three children.
Bridgid joined The DelGiorno/LoMaglio/Cocharane/Altman Group in 2018 following her time with Capital Trading
Group, LP, where she facilitated execution between primary trading advisor client and execution
brokers and managed option orders. Bridgid holds her Series 3, 7, 63 and 66 securities licenses
and specializes in driving operations compliance and delivering key advice regarding risk, but
she rarely neglects to sweeten each season by sending clients her long-beloved recipes, passed
down by her grandfather, “Pop.” Whether Bridgid is sharing her favorite way to roast sweet
potatoes or to confect English toffee, she hopes to offer her clients a morsel of her own family
life and history in order to remind them that they, too, are now part of an intergenerational mesh,
a shared legacy.
And it is this deeply rooted value of legacy that allows Bridgid to attend so well to that of her
business partners as well as her clients. Bridgid serves as a mentor for new hires, offering herself
as a sounding board as she helps them through training. Sought out for her meticulous care as a
mentor, she was asked to participate in a committee that aims to revamp the training program
nationwide, and she hopes to see more trainees thrive as she works to improve their experiences,
whether at an individual or national level. As for her clients, she hopes to continue making their
financial experiences as easy as possible, both now and for the future. And, of course, she hopes
they find a new favorite recipe too—one worth passing down.
David works with high net worth individuals and their families to address their multi-faceted financial planning needs. He also focuses on the owners of privately held family businesses and middle market business executives. David understands that each client has unique goals and concerns. He enjoys gathering information, working through problems and designing sophisticated solutions to help clients pursue their future.
In his role as a Senior Wealth Strategy Associate, David is involved in financial planning, asset allocation, portfolio construction and investment research. He serves as a relationship manager, forming close connections with multiple generations of his clients’ families. David has been with UBS since 2012. His knowledge of the firm’s global resources enables him to connect clients with specialists across UBS Asset Management and UBS Investment Bank, among other areas, to address their full financial picture.
David studied Art History and Economics in college, blending his passions for art and finance. The combination of those skill sets helped him expand his approach to analyzing any situation. Today, his clients benefit from the broader perspective he brings to their financial picture.
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.
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.
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
Nadia Lovell, Head of Global Equity Strategy and Management, Leslie Falconio, Head of Taxable Fixed Income Strategy CIO Americas, and Andrew Dubinsky, US Senior Economist CIO Americas, shared their perspectives on the current market outlook and discussed the key themes shaping today’s investment environment.
August 06, 2026
For more than 160 years, UBS has proven its strength and guided clients through a wide range of market opportunities and financial challenges. Time and again, we’ve been tested and proven resilient, and our clients continue to put their trust in us and our wealth management expertise to help them achieve their goals. Today, UBS is stronger than ever.
Talking about future financial responsibility can be an emotional and challenging topic for families. Whether you’re discussing an inheritance, insurance, a business transition or wealth transfer, an open, honest discussion among family members makes the process more rewarding for everyone. Let us show you how.

We can help you plan for it.
When you have created or inherited significant wealth, you have opportunities to pursue bold and meaningful undertakings. How do you make decisions that will guide you successfully forward, no matter what your goal?
We believe it’s all about connection. That’s why we are prepared to take that journey with you today, tomorrow, every step of the way.
$7 trn
UBS Group invested assets
As of 12/31/2025
Global leader
UBS is a leading and truly global wealth manager
#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022
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