First Vice President–Wealth Management
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.
Senior Vice President–Wealth Management
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
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Account Vice President
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.
Senior Wealth Strategy Associate
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