Exceeding expectations for generations

Private Wealth Management

Berman Lowenthal Group

Our holistic approach: growth, preservation and investment strategies customized to meet your individual needs.

Preserving and growing your legacy is our legacy. Our consultative approach encompasses an understanding of your experiences, values and aspirations. Your personal trust is most important to us.

We stay actively engaged whether we are investing for endowments, businesses or multi-generational families. We offer unique, creative and customized investment plans that match your financial goals.

Our ideal client desires a long-term trusted relationship with us for their entire family.

- Berman Lowenthal Bissett Group

Why work with the Berman Lowenthal Bissett Group?

Each member of the Berman Lowenthal Bissett Group has a specialized area of expertise to address all the complexities of your objectives.

Count on us to:

  • Build a meaningful relationship with all members of your family, home office, and trusted advisors
  • Offer opportunities to engage with industry thought leaders
  • Craft unique solutions to satisfy individual financial needs
  • Keep you informed and on-track to achieve your life goals

Private Wealth Management

As a team within the exclusive Private Wealth Management division at UBS, we connect you to the dynamic presence of one of the world‘s leading wealth managers. Private Wealth Advisors serve many of the firm‘s largest relationships, providing extensive reach and the distinct advantage of the firm‘s global perspective, insights and resources.

Custom solutions for your situation

Custom solutions for your situation

The Family Office Consultant

The Family Office Consultant

Who we work with

Who we work with

  • Eileen Berman

    Eileen Berman

    Managing Director–Wealth Management

    Financial Advisor

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    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • KY
    • MA
    • MD
    • ME
    • MI
    • MN
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • PA
    • RI
    • SC
    • VA
    • WA

    “I am passionate about educating and empowering women to take a meaningful part in their financial matters.”

    Eileen Berman’s main focus is building long lasting relationships with clients. She is a nationally recognized female financial advisor using her more than 30 years of experience to help clients achieve their financial and life objectives.  Eileen leads her team’s focus on exceeding expectations for every client.

    Advice grounded in experience

    Prior to joining UBS Private Wealth Management as a Managing Director in 2014:

    • Director at Lehman Brothers/Barclays
    • Managing Executive at Northern Trust

    Living her passion for giving back

    Eileen is a leader in her industry and also in the community. The majority of Eileen's free time is devoted to community service as a mentor to young women and next generation professionals interested in the financial services industry.

    • Founding Chair of the Jewish Women's Foundation
    • Board Member of the Jewish Community Foundation
    • Member of Development Committee of Kravis Center for the Performing Arts

    Eileen has a B.A. from Queens College and M.S. from Hunter College of The City University of New York. Eileen is an ardent supporter of the performing arts.  She enjoys traveling to new and familiar places.  Eileen devotes any downtime to fitness, reading and family. She and her husband live in Palm Beach.

    • Barron's Top 1,200 Financial Advisors, 2017, 2018, 2019
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Barron's Top 100 Women Advisors, 2015, 2016The Barron's rating is awarded annually in June and is based on information from the Q1 of the award year.
    • Forbes America’s Top Women Wealth Advisors, 2018, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The 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.
    • Forbes Best-in-State Women Wealth Advisors, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

        525 Okeechobee Blvd.
        Suite 1500
        West Palm Beach, FL 33401
      • Brian Lowenthal

        Brian L. Lowenthal, CFP®

        Managing Director–Wealth Management

        Financial Advisor

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        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • IL
        • KY
        • MA
        • MD
        • ME
        • MI
        • MN
        • NC
        • NH
        • NJ
        • NM
        • NV
        • NY
        • PA
        • RI
        • SC
        • VA
        • WA

        “I enjoy keeping clients laser focused on their investment goals in both good times and bad.”

        Brian Lowenthal specializes in all facets of investment strategy and asset allocation. He has worked with the team since 2007 and is a dedicated student of the markets. Brian enjoys working together with sophisticated clients to create individualized financial strategies. 

        Credentials that Build Confidence

        Brian has two decades of experience working with multi-generational families, corporate executives and not-for-profit organizations.

        • CERTIFIED FINANCIAL PLANNER®
        • Director at Lehman Brothers/Barclays
        • Financial Advisor at Merrill Lynch
        • Assistant Vice President at Sanford C. Bernstein and Co in 1997

         Making a Difference

        • Board of Temple Beth David in Palm Beach Gardens
        • Morse Geriatric Center

        Brian earned a B.A. in Communications from the State University of New York at Buffalo. He is an avid sports fan who is especially passionate about football teams FSU Seminoles and NY Giants.  Brian enjoys traveling and listening to a broad variety of music. He resides in Palm Beach Gardens with his wife and two daughters.

        • Barron's Top 1,200 Financial Advisors, 2018, 2019
          The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
        • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022The 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.

            525 Okeechobee Blvd.
            Suite 1500
            West Palm Beach, FL 33401
          • Kristen Bissett

            Kristen Bissett

            Senior Vice President–Wealth Management

            Financial Advisor

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            • CA
            • CO
            • CT
            • DC
            • DE
            • FL
            • GA
            • IL
            • KY
            • MA
            • MD
            • ME
            • MI
            • MN
            • NC
            • NH
            • NJ
            • NM
            • NV
            • NY
            • PA
            • RI
            • SC
            • VA
            • WA

            “There is no better job, no better place for me. Most clients have income needs, and that is one area where our strategies really make an impact.”

            Kristen Bissett has always been captivated by the markets, even at a young age.  One of the favorite parts of her job is aligning her investment ideas with our clients’ financial needs.  She’s spent the last decade specializing in macroeconomic research and its impact on clients' portfolios.  She now works on crafting customized asset allocations and implementation strategies for multigenerational families, entrepreneurs and not-for-profit organizations.

            Prior to joining UBS Private Wealth Management in 2015, she was an Investment Strategist for Barclays and JP Morgan Private Bank.

            Giving Back

            • Treasurer for the Center for Creative Education
            • Member of the Young Friends of the Kravis Center

            Kristen graduated from Drew University with a B.A. in economics.  She loves being outdoors, especially golfing, hiking, and listening to live music. She resides in Palm Beach Gardens with her husband, daughter and two dogs.

            • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2017The 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, 2018, 2019The 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 Women Wealth Advisors, 2018, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
            • Forbes Best-in-State Wealth Advisors, 2021, 2022The 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.
            • Forbes Best-in-State Women Wealth Advisors, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
            • Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2017, 2018, 2019, 2020, 2021The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October based on information from a 12 month period ending in March of the award year.

                525 Okeechobee Blvd.
                Suite 1500
                West Palm Beach, FL 33401
              • Monique Burns

                Monique Burns

                Authorized Officer

                Senior Wealth Strategy Associate

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                • CA
                • CO
                • CT
                • DC
                • DE
                • FL
                • GA
                • IL
                • KY
                • MA
                • MD
                • ME
                • MI
                • MN
                • NC
                • NH
                • NJ
                • NM
                • NV
                • NY
                • PA
                • RI
                • SC
                • VA
                • WA

                “I enjoy a highly personalized and proactive relationship with our clients.”

                With over 30 years of experience in the financial services industry, Monique Burns brings her vast knowledge of the financial markets to the Berman Lowenthal Bissett Group.  She focuses on deepening client relationships and understanding client's specific requirements.  Through an analysis of each family's needs, she and the team offer individualized and appropriate  strategies. 

                Prior to joining the team in 2017, Monique worked in various capacities at Merrill Lynch, Stifel Nicolaus, First Union/Wachovia and First Manhattan Co.

                Capabilities to impact client lives

                • Comprehends the uniqueness of each family and works to achieve their financial goals
                • Coordinates operational tasks and personally handles complicated account related activities (multifaceted and one-off circumstances)
                • Extremely thorough and detail-oriented

                Licensing and Experience

                • Holds her Series 7, 9, 10, 63 and 66
                • Held compliance, operational, and branch management roles
                • Able to identify complex situations and offer solutions

                Passion for Giving Back

                • Board member of St. Mark's Episcopal School Advisory Board, Palm Beach Gardens, FL
                • Former Senior Warden of St. Mark's Episcopal Church, Palm Beach Gardens, FL 
                • Volunteer Work: Suncoast High School Theatre and Music Program, Hearts of Palm, St. George's Community Center Kitchen

                Monique graduated Magna Cum Laude from Montclair State University with a B.S. in Business Administration. She began her career in New York City before relocating to Florida in 1991 to open First Manhattan Co.'s satellite office in West Palm Beach.  Monique and her husband reside in Palm Beach Gardens where they raised their children.  In her free time, she enjoys traveling, cooking, and gardening.

                      525 Okeechobee Blvd.
                      Suite 1500
                      West Palm Beach, FL 33401
                    • Brittney Alexandra Haynes

                      Brittney Alexandra Dick

                      Senior Client Associate

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                      • CA
                      • CO
                      • CT
                      • DC
                      • DE
                      • FL
                      • GA
                      • KY
                      • MA
                      • MD
                      • ME
                      • MI
                      • MN
                      • NC
                      • NJ
                      • NM
                      • NV
                      • NY
                      • PA
                      • RI
                      • VA
                      • WA

                      Brittney Dick joined the Berman Lowenthal Bissett Group in 2019. In her role, Brittney is focused on the team's operations and administration for the team. She strives to find efficient ways to improve and accomplish tasks to enhance the client experience.  Brittney previously worked at a UBS office in Boston.

                      Education and Experience

                      • Senior Private Client Associate at J.P. Morgan Securities
                      • Senior Private Client Associate at AB Bernstein
                      • Stonehill College,  B.S. Business Management
                      • Accredited Investment Fiduciary®
                      • Holds Series 7, 66
                      • FL Insurance License - Life, Health, Annuities

                      Making a Difference

                      • Volunteer, Peggy Adams Animal Hospital
                      • Volunteer, West Palm Beach Parks & Recreation

                      Brittney is originally from Massachusetts and now lives in Delray Beach with her husband and their two dogs. She enjoys running, biking, swimming, kayaking, traveling and cheering on the New England Patriots.

                            525 Okeechobee Blvd.
                            Suite 1500
                            West Palm Beach, FL 33401
                          • Joey

                            Joseph Gorel

                            Client Associate

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                            • FL
                            • SC

                            The newest member of the team, Joey Gorel, joined in 2021.  Joey focuses on the team's daily administrative and operational tasks.  He is committed to going "above and beyond" when providing clients with timely and personalized service.  He is working toward earning his Series 7 designation and looks to increase his learning by also earning more designations.  

                            Education and Experience

                            • Florida State University, B.S., Finance
                            • Organized Youth Programs Coordinator
                            • Passed the Securities Industry Essentials® (SIE® ) Exam

                            Making a Difference

                            • Volunteers with All Around Youth Sports
                            • Involved with the Jewish Community Center

                            Joey currently resides in Palm Beach Gardens. During his free time, he enjoys going to the beach, weightlifting and watching sports.

                                  525 Okeechobee Blvd.
                                  Suite 1500
                                  West Palm Beach, FL 33401

                                Backed by the strength of UBS

                                A global leader in wealth management

                                $2.8 trillion

                                In invested assets globally 
                                As of 06/30/2022

                                51 countries

                                Our global footprint

                                Global leader

                                UBS is a world-leading wealth manager