A plan for today, tomorrow and generations to come

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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.

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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 Profile Photo

    Bernard DelGiorno

    First Vice President–Wealth Management

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    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 Lomaglio Profile Photo

        Nicholas Conroy Lomaglio, CEPA

        Senior Vice President–Wealth Management

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        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.

        • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2019, 2020, 2021The Forbes rating is awarded annually between June and September and is based on information from March of the prior year to March of the award year.
        • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2022The Forbes rating is awarded annually between June and September and is based on information from March of the prior year to March of the award year.
        • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019, 2022The Forbes rating is awarded annually between June and September and is based on information from March of the prior year to March of the award year. 
        • Forbes Best-in-State Wealth Advisors, 2022The Forbes rating is awarded annually in January or February and is based on information from June of the prior year to June of the award year. 

          • Certified Exit Planning Advisor
          • Corporate Stock Benefit Consultant
          One North Wacker Drive
          Chicago, IL 60606
        • William Altman Profile Photo

          William "Linkon" Altman

          Financial Advisor

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          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.

            • Vanderbilt University, B.S. Human and Organizational Development
            • Accredited Wealth Management Advisor℠
            • CERTIFIED FINANCIAL PLANNER™
            One North Wacker Drive
            Chicago, IL 60606
          • BCK

            Bridgid Kelly

            Senior Wealth Strategy Associate

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            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
                Retirement planning

                Retirement planning

                Multigenerational planning

                Multigenerational planning

                Multigenerational wealth planning

                Multigenerational wealth planning

                What's your vision?

                We can help you bring your vision to life.

                Our 150-year heritage of managing the wealth of generations of the world’s visionaries—creative thinkers, driven doers, legacy builders—is a testament to our passion for what we do.

                Backed by the strength of UBS

                A global leader in wealth management

                $2.8 trillion

                In invested assets globally 
                As of 06/30/2022

                Best

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

                Global leader

                UBS is a world-leading wealth manager