A commitment that spans generations

Private Wealth Management

For two generations, The Loewenthal Group has been helping entrepreneurs, business owners and multigenerational families simplify their complex financial lives. We have a long tradition of providing goals-based planning tailored to each client’s specific needs, challenges and aspirations.

When it comes to family wealth, we’re passionate about helping our clients preserve and pass on what they’ve spent a lifetime building.

- Rod Loewenthal

Financial Planning

Investment Management

Personalized Service

Estate Planning

It’s the important things—our families, our values, the impact we have on others—that connect us.

And although making sense of it all can be hard, asking the right questions can make things clearer. So when we talk to you about wealth management, we want to learn about the life questions that are on your mind. Should I start my own business? Is it better to leave my kids everything? Or nothing? How do I set up a charitable fund? Will my family be ok when I’m gone? For these and other life’s questions our team looks forward to helping you find the answers.

The proof is in our numbers

100

Collective years of experience

$1.05 billion

Assets under management

7 person

seasoned team


A strategic partnership

Rod Loewenthal, Kevin Kamholz and Jeremy Wynes are the leaders and founders of their respective wealth management teams. Together, working as strategic partners, we strive to deliver complementary advice and solutions across all areas of our clients’ financial lives.

Private Wealth Management–Rod Loewenthal, Kevin Kamholz  

Wealth Management–Jeremy Wynes

  • Rod Loewenthal Profile Photo

    Rod Loewenthal, CFP, CIMA, CRPC

    Managing Director–Wealth Management

    Private Wealth Advisor

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    For over two decades, Rod has provided customized financial planning and portfolio management for his clients by working closely with them on wealth management and wealth transition strategies. Prior to joining UBS in November 2017, he began his career as a Financial Advisor with Merrill Lynch in 1995.

    Rod has distinguished himself with the Senior Portfolio Manager designation, in addition to providing traditional advice and guidance. Rod can also help clients pursue their objectives by building and managing personalized or defined strategies, which may incorporate individual stocks and bonds, model portfolios, and third-party investment strategies. Senior Portfolio Managers are provided a high degree of flexibility in constructing portfolios and selecting securities. When servicing clients through the firm’s Portfolio Management Program, a Senior Portfolio Manager may manage his strategies on a discretionary basis.

    Rod earned his bachelor’s degree with honors in history from the University of Michigan. He resides with his wife, Tracy, and their three children in Highland Park, IL. Barron's named Rod to its 2017, 2016, 2015 and 2014 America’s Top 1,200 Financial Advisors list. He also appeared on Forbes' America’s Top 250 Financial Advisors list in 2017 and 2016.

    • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2021
    • Forbes/SHOOK Best-In-State Wealth Advisors, 2019, 2020
    • Forbes/SHOOK Top Wealth Advisors, 2017
    • University of Michigan, Bachelor’s degree in History- with honors
    • Private Wealth Advisor
    • Senior Portfolio Manager
    • CERTIFIED FINANCIAL PLANNER™
    • Certified Investment Management Analyst®
    Estate planning strategies
    Custom portfolios
    Multi-generational families
    One Northbrook Place
    5 Revere Drive
    Northbrook, IL 60062
  • Kevin Kamholz Profile Photo

    Kevin Kamholz, CFP, CIMA, CAP, CRPC

    Senior Vice President–Wealth Management

    Private Wealth Advisor

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    Kevin joined the financial services industry over 28 years ago, after beginning his career with the First National Bank of Chicago. Prior to joining UBS in November of 2017, Kevin spent 20 years with Merrill Lynch as a Wealth Management Advisor and also served as a Trust and Estate Specialist.

    Kevin's tenure with the Loewenthal Group has continued his experience in helping clients achieve their financial and legacy goals. Kevin specializes in comprehensive financial planning for high net worth individuals and their families, with a focus on detail and implementation. His expertise include: investment management, retirement cash flow planning, trust and wealth transfer, insurance planning, and charitable strategies.

    Kevin is a graduate of Illinois State University where he received a Bachelor's Degree in Finance. He also holds an MBA in Finance from the Charles H. Kellstadt Graduate School of Business at DePaul University. Kevin has achieved and maintains the following professional certifications:

    -CFP® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc.

    -Certified Investment Management Analyst® (CIMA®)

    -Chartered Advisor in Philanthropy® (CAP®)

    -Chartered Retirement Planning CounselorSM (CRPC®)

    Kevin and his wife have been married for over 20 years and reside in Western Springs with their two daughters. He enjoys all outdoor activities, coaching and playing sports, and spending time with his extended family. Kevin currently volunteers as a mentor for Big Brothers Big Sisters of Metropolitan Chicago.

      • Illinois State University, Bachelor's Degree in Finance
      • Charles H. Kellstadt Graduate School of Business at DePaul University, MBA in Finance
      • Private Wealth Advisor
      • CERTIFIED FINANCIAL PLANNER™
      • Certified Investment Management Analyst®
      • Chartered Advisor in Philanthropy®
      Financial planning
      Philanthropy
      Estate planning strategies
      Custom portfolios
      One Northbrook Place
      5 Revere Drive
      Northbrook, IL 60062
    • Jeremy Wynes Profile Photo

      Jeremy Wynes, CEPA

      Financial Advisor

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      Jeremy joined UBS and the Loewenthal Group in 2018 after a decade offering professional advice and guidance at the intersection of public policy, politics and international affairs. Prior to joining UBS, Jeremy practiced law, held multiple high-level director roles for two of the country's premier foreign-policy advocacy organizations, and spent a year seeking election to the U.S. House of Representatives. Jeremy earned his bachelor’s degree from Illinois State University in 2002 and his law degree from DePaul University College of Law in 2006. He resides in Highland Park, Illinois, with his wife, Lesley, and their three children.

      Jeremy is an active supporter of many local and national organizations and currently serves on the National Young Leadership Cabinet of the Jewish Federations of North America.

        • Illinois State University, Bachelor's Degree
        • DePaul University College of Law, Law
        • Certified Exit Planning Advisor
        Philanthropy
        Retirement planning
        Exit planning
        Custom portfolios
        Asset allocation
        Alternative investments
        Multi-generational families
        Business owners
        One Northbrook Place
        5 Revere Drive
        Northbrook, IL 60062
      • Ben Drescher Headshot

        Ben Drescher, CFP®, AWMA®

        Financial Advisor

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        Ben joined the Loewenthal Group as a Financial Advisor in 2021. He began his UBS career as a Wealth Planning Associate in 2018.  Previously, Ben was the General Manager at the James Beard award-winning restaurant, The Publican. Ben spent 10 years managing restaurants in Chicago, including Girl & The Goat, Little Goat, Urbanbelly & bellyQ.

         

        Ben earned his Bachelor’s degree in Economics and Political Science, with a minor in Entrepreneurship from Indiana University in 2012. He maintains his Series 7, 66, Illinois Life and Health Insurance

        Licenses, and also earned his Certified Financial Planner™ & Accredited Wealth Management Advisor designations in 2020.

         

        Ben hails from the Chicago suburb of Glencoe and now lives in Glenview with his wife, Arielle, and their West Highland Terrier named Feta.

            • Accredited Wealth Management Advisor℠
            • CERTIFIED FINANCIAL PLANNER™
            Financial planning
            Philanthropy
            Legacy planning
            Sustainable investing
            One Northbrook Place
            5 Revere Drive
            Northbrook, IL 60062
          • Elizabeth "Betsy" Mason Profile Photo

            Betsy Mason

            Senior Wealth Strategy Associate

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            Prior to joining UBS in 2017, Betsy spent the majority of her 30-year career at Merrill Lynch coordinating all aspects of supervisory and administrative issues with senior branch management. Betsy joined The Loewenthal Group at Merrill Lynch in 2005, bringing her talent and a tremendous drive to strengthen all aspects of the client experience. She provides support in all phases of client service and client relationship management. Betsy resides in Lindenhurst, Illinois, with her husband Jim, but spends most of her weekends in Chicago with her three daughters and grandson Jack.

                  Multi-generational families
                  Entrepreneurs
                  One Northbrook Place
                  5 Revere Drive
                  Northbrook, IL 60062
                • Justin McIntire Profile Photo

                  Justin McIntire, CRPC

                  Senior Wealth Strategy Associate

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                  Justin has over 10 years of financial services experience. Prior to joining UBS in 2017, he became a member of The Loewenthal Group at Merrill Lynch in 2006. He assists in the daily business activity of the team, with a focus on technological team support and helping clients develop their financial outlook. Justin provides personalized assistance to clients, with high-level problem-solving skills. He earned his bachelor's degree in political science from Capital University, in Columbus, Ohio, where he earned a varsity soccer letter three years in a row. He lives in Grayslake, Illinois, with his wife, Magdalena, and sons, Conor and Avery.

                    • Capital University, in Columbus, Ohio, Bachelor's degree in Political Science
                    • Chartered Retirement Planning Counselor℠
                    Securities-backed lending
                    Education planning
                    One Northbrook Place
                    5 Revere Drive
                    Northbrook, IL 60062

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