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Cepa Nicholas Lomaglio

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Cepa Nicholas Lomaglio

Founder | UBS

Chicago, Illinois, United States

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Cepa Nicholas Lomaglio

Summary

Cepa Nicholas Lomaglio is a seasoned finance professional with a longstanding career at UBS Wealth Management, where he has dedicated over 15 years to supporting wealthy families and business owners. As a Senior Vice President and Corporate Stock Benefit Consultant, he possesses a wealth of knowledge in transitioning wealth to the next generation. Nick is also the founder of Advice Beyond the Classroom, a nonprofit organization that empowers students with essential business and life skills. His commitment to mentorship and community development reflects his deep-rooted passion for nurturing future leaders. Residing in Chicago, where he was born and raised, Nick balances his professional endeavors with a fulfilling family life, being a devoted husband and father of four. His extensive experience in both corporate and nonprofit sectors positions him as a versatile leader in the field.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Sustainability

Innovation

Organisational experience

Corporate Experience

Non-Profit Experience

Cepa Nicholas Lomaglio

Work Experience

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Founder at

Advice Beyond the Classroom: Professional ABCs

August 2013 - Present

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Senior Vice President / Corporate Stock Benefit Consultant / Portfolio Manager at

UBS

January 2008 - Present

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UBS Wealth Management Intern at

UBS

January 2006 - January 2007

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UBS Corporate Cash Management Group Intern at

Ubs Financial Services

January 2005 - January 2005

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Cepa Nicholas Lomaglio

Education

University of Dayton, Bachelor Of Arts

St. Rita Of Cascia

Frequently Asked Questions about Cepa Nicholas Lomaglio

What is Cepa Nicholas Lomaglio email address?

Cepa Nicholas Lomaglio's primary email address is *******************@ubs.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Cepa Nicholas Lomaglio work for?

Cepa Nicholas Lomaglio is a Founder at UBS, a company specializing in Investment advice.

Where Cepa Nicholas Lomaglio graduated from?

Cepa Nicholas Lomaglio holds a degree in Finance from University of Dayton.

How can I directly contact Cepa Nicholas Lomaglio?

To contact Cepa Nicholas Lomaglio directly, you can use the email address *******************@ubs.com. Complete contact information is available upon registration with Muraena.

Who is Cepa Nicholas Lomaglio?

Cepa Nicholas Lomaglio is a seasoned finance professional with a longstanding career at UBS Wealth Management, where he has dedicated over 15 years to supporting wealthy families and business owners. As a Senior Vice President and Corporate Stock Benefit Consultant, he possesses a wealth of knowledge in transitioning wealth to the next generation. Nick is also the founder of Advice Beyond the Classroom, a nonprofit organization that empowers students with essential business and life skills. His commitment to mentorship and community development reflects his deep-rooted passion for nurturing future leaders. Residing in Chicago, where he was born and raised, Nick balances his professional endeavors with a fulfilling family life, being a devoted husband and father of four. His extensive experience in both corporate and nonprofit sectors positions him as a versatile leader in the field.

Cepa`s contact details

mail

*******************@ubs.com

Colleagues

Amit Agarwal Cfa Cpa

Managing Director

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Aneliya Crawford

Head of ESG Advisory Americas, Managing Director

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Betina Dowdell

Client Development Director, Wealth Management Usa

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Daniel Seely

Senior Vice President-Wealth Management

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Danny Mills

Board Member

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Jorge Garcia

Private Advisor, Senior Vice President

Gunjan Gandhi

Director, CCAR Execution Lead

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Carlos Nido

Board Member

Vasilios Athanasopoulos

Wealth Management - KYC Governance

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