A plan for today, tomorrow and generations to come

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.

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.

Bernard DelGiorno

First Vice President–Wealth Management
View bio
- CO
- IL
- MN
- TX
- VA
Bernie has spent 50+ years at UBS and predecessor company, PaineWebber, and provides a full range of investment services for private investors with a long term orientation. Bernie's journey began on the Southside of Chicago in the Hyde Park neighborhood. While at the University of Chicago, Bernie received both his BA and MBA. To this day, Bernie is still a very big supporter of his alma mater. Over the years, he has mentored over a thousand University of Chicago students through internships and dedicated his life to numerous philanthropic endeavors benefiting the University. Bernie specializes in stock valuation and macro economic trend analysis for his clients. Bernie holds the distinction of being one of the longest tenured Financial Advisors at the firm.
- University of Chicago, B.A.
- University of Chicago, M.B.A.
One North Wacker Drive
Chicago, IL 60606
Nicholas Conroy Lomaglio, CEPA

Senior Vice President–Wealth Management
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IA
- IL
- IN
- KY
- MA
- MD
- MI
- MT
- NC
- NH
- NY
- OH
- PA
- SC
- TN
- TX
- UT
- VA
- WA
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
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 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 Next-Gen (Generation) Wealth Advisors Best-in-State, 2019, 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 Best-in-State Wealth Advisors, 2022, 2023, 2024The 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.
- Certified Exit Planning Advisor
- Corporate Stock Benefit Consultant
One North Wacker Drive
Chicago, IL 60606
William "Linkon" Altman

Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IA
- IL
- IN
- KY
- MA
- MD
- MI
- MT
- NC
- NH
- NJ
- NY
- OH
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
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®) and Accredited Wealth Management Advisor (AWMA®) 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 two children.
One North Wacker Drive
Chicago, IL 60606
Bridgid Kelly

Senior Wealth Strategy Associate
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IL
- IN
- KY
- MA
- MD
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NY
- OH
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
Bridgid joined The DelGiorno/LoMaglio Group in 2018 following her time with Capital Trading Group, LP where she focused on facilitating execution between primary trading advisor client and execution brokers and managing option orders. Bridgid specializes in driving operations compliance as well as delivering key advice regarding risk. Bridgid holds her Series 3, 7, 63 and 66 securities licenses
One North Wacker Drive
Chicago, IL 60606

Bernard DelGiorno

First Vice President–Wealth Management
View bio
- CO
- IL
- MN
- TX
- VA
Bernie has spent 50+ years at UBS and predecessor company, PaineWebber, and provides a full range of investment services for private investors with a long term orientation. Bernie's journey began on the Southside of Chicago in the Hyde Park neighborhood. While at the University of Chicago, Bernie received both his BA and MBA. To this day, Bernie is still a very big supporter of his alma mater. Over the years, he has mentored over a thousand University of Chicago students through internships and dedicated his life to numerous philanthropic endeavors benefiting the University. Bernie specializes in stock valuation and macro economic trend analysis for his clients. Bernie holds the distinction of being one of the longest tenured Financial Advisors at the firm.
- University of Chicago, B.A.
- University of Chicago, M.B.A.
One North Wacker Drive
Chicago, IL 60606
Nicholas Conroy Lomaglio, CEPA

Senior Vice President–Wealth Management
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IA
- IL
- IN
- KY
- MA
- MD
- MI
- MT
- NC
- NH
- NY
- OH
- PA
- SC
- TN
- TX
- UT
- VA
- WA
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
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 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 Next-Gen (Generation) Wealth Advisors Best-in-State, 2019, 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 Best-in-State Wealth Advisors, 2022, 2023, 2024The 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.
- Certified Exit Planning Advisor
- Corporate Stock Benefit Consultant
One North Wacker Drive
Chicago, IL 60606
William "Linkon" Altman

Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IA
- IL
- IN
- KY
- MA
- MD
- MI
- MT
- NC
- NH
- NJ
- NY
- OH
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
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®) and Accredited Wealth Management Advisor (AWMA®) 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 two children.
One North Wacker Drive
Chicago, IL 60606
Bridgid Kelly

Senior Wealth Strategy Associate
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IL
- IN
- KY
- MA
- MD
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NY
- OH
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
Bridgid joined The DelGiorno/LoMaglio Group in 2018 following her time with Capital Trading Group, LP where she focused on facilitating execution between primary trading advisor client and execution brokers and managing option orders. Bridgid specializes in driving operations compliance as well as delivering key advice regarding risk. Bridgid holds her Series 3, 7, 63 and 66 securities licenses
One North Wacker Drive
Chicago, IL 60606

ElectionWatch: The race, world, and investments

UBS and Credit Suisse—stronger than ever

Our formal integration with Credit Suisse marks an unprecedented level of strength in our history—all in support of your financial goals. For more than 160 years, we’ve been tested and proven resilient—guiding our clients through a wide range of financial challenges and market opportunities. And we continue to demonstrate our leadership among the largest, and most respected, global banks.

Learn more

Multigenerational wealth planning

Strategies for each generation of your family

A lifetime financial strategy. We help you see how all aspects of your financial life are interrelated and how each decision can affect your entire wealth picture over time. By focusing specifically on preserving multigenerational wealth, we can help you navigate the intersection of family, business, finance and legacy.

Our approach can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own. Through the plan we create together, we can help you pursue what matters most today, tomorrow and for generations to come.

_{Time frames may vary. Strategies are subject to individual client goals, objectives and suitability. 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.}

Making sense of significant wealth

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.

Let's talk

Backed by the strength of UBS

A global leader in wealth management

^$5+ trillion

In invested assets globally
As of 11/07/2023

Best

Global private bank services, 2016-2022
Euromoney Private Banking and Wealth Management Survey, 2022

Global leader

UBS is a world-leading wealth manager

Insights

Start the conversation

Are you a UBS Client?

Leave this empty:

A plan for today, tomorrow and generations to come

Pursuing your goals together

Bernard DelGiorno

Nicholas Conroy Lomaglio, CEPA

William "Linkon" Altman

Bridgid Kelly

Bernard DelGiorno

Nicholas Conroy Lomaglio, CEPA

William "Linkon" Altman

Bridgid Kelly

*

*

Education

Credentials

*

*

Education

Credentials

*

*

ElectionWatch: The race, world, and investments

UBS and Credit Suisse—stronger than ever

Multigenerational wealth planning

Making sense of significant wealth

Backed by the strength of UBS

A global leader in wealth management

Insights

Thank you for contacting us.

Error

*

Start the conversation