Kevin joined the financial services industry over 30 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 27 years and reside in Western Springs. They have two adult daughters. Kevin enjoys all outdoor activities, coaching and playing sports, and spending time with his extended family. He currently volunteers as a mentor for Big Brothers Big Sisters of Metropolitan Chicago.
kevin.kamholz@ubs.com
Kevin Kamholz, CFP, CIMA, CAP, CRPC
One Northbrook Place,Northbrook,IL,60062