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.

Start the planning conversation

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

The Loewenthal Group is a proud sponsor of WFMT

Financial Planning

Integrating your entire financial life

Planning is the foundation of our comprehensive wealth management. The Loewenthal Group’s integrated planning approach seeks to understand your specific needs and helps make sure your financial decisions reflect both your short-term desires and your long-term goals.

In today’s world, you need to understand how all the pieces of your complex life can affect your pursuit of important financial goals. Our integrated planning helps provide a clear path for managing your wealth.

Far-reaching resources
Our team has resources to help you and your family address the specific and uncommon issues that come with personal and business success. Team members Kevin Kamholz and Danielle Landon hold the Certified Financial Planning^® (CFP^®) designation and lead our planning efforts. Our disciplined process and holistic perspective can include:

Investment management
Cash-flow planning
Estate planning strategies
Trusts specialization
Retirement income planning

One unified financial plan
We coordinate closely with your other advisors to develop a detailed financial plan that integrates each area of your financial world.

The global resources of UBS
Backed by the extensive capabilities of UBS, we offer access to a broad range of specialists locally, nationally and throughout the world:

Credit and liquidity solutions
Private banking
Investment banking
Global research

“By focusing on the most important aspects of our clients’ lives and finding solutions to their financial questions, our clients tell us we provide them with peace of mind.”

— Kevin Kamholz, CFP,^®Wealth Management

Investment Management

Guidance and a steady hand

Because we have had great success positioning our clients to seize the opportunities of an unpredictable market, we offer the insights needed to help grow and protect all that you’ve worked so hard to build.

We follow flexible, long-term investing strategies, designed to meet your evolving financial needs as well as changing market conditions.

Strategies for the long term
We bring a long-term perspective to your investments, one that looks past short-term market events. Our goal is to build an individualized portfolio structured to generate sensible, sustainable growth that reflects your financial goals, as well as your personal values.

Global investments
Our access to UBS investment specialists around the world allows us to offer you unbiased advice with a truly global perspective, as well as a broad range of far-reaching investment opportunities. As we implement your investment strategy, we communicate regularly and track performance, rebalancing and making adjustments for life changes and economic conditions.

Risk-aware asset allocation
By listening and aligning with your objectives, we focus on an asset allocation that helps mitigate risk and builds balanced portfolios. We carefully consider strategies that support your financial objectives while taking measure of the potential impact of taxes.

Sustainable investing
Investing sustainably is a powerful and effective way to drive positive change in society without having to compromise your financial return. Each asset class—including equities, fixed income and alternative investments—has sustainable options that achieve risk and return outcomes as good or better than conventional investments.

“I’m gratified that our clients have entrusted us to handle much of the day-to-day management of their portfolios through the investment advisory program.” — Rod Loewenthal, Senior Portfolio Manager

_{The Portfolio Management Program (PMP) is a wrap fee advisory program in which our Financial Advisors manage client accounts on a discretionary basis. PMP is designed for clients who: (i) want to delegate portfolio management discretion to their Financial Advisor; (ii) are looking to implement a medium- to long-term investment plan; and (iii) prefer the consistency of fee-based pricing. PMP is not appropriate for clients who: (i) want to maintain trading control over their account; (ii) seek a short-term investment; (iii) want to maintain consistently high levels of cash, money market funds or invest primarily in no-load mutual funds; (iv) want to maintain highly concentrated positions that will not be sold regardless of market conditions; or (v) who anticipate significant withdrawals from the account.}

Personalized Service

Building personal relationships

We offer a team approach that puts you and your family first. Our goal is to build lasting relationships by being helpful in every aspect of your financial world.

By getting to know you and your family in a way that gives us genuine insight, we provide services designed to help anticipate and meet all your financial needs.

Tailored services
Taking the time to truly understand your perspectives, values and goals helps us work with you as you face critical milestones in your personal and business life.

A dedicated team
We bring together the boutique services of a dedicated team with the global resources of one of the world’s largest wealth management firms.

Count on us to be:

Proactive—we’re ahead of the curve to meet and exceed your expectations

Accessible—we’re responsive and quick to resolve any issue, and we’re herefor you for every need, large or small, with two locations in Northbrook anddowntown Chicago

Collaborative—our team works closely together, providing regular contactthat keeps you informed

Confidential—we build client trust by being discreet and by ensuringconfidentiality

Clear coordination
We foster a close working relationship with your team of trusted advisors, such as your CPA, attorney, insurance agent or other financial professionals. In that way, we can coordinate all perspectives into one integrated approach.

“It is our goal that when clients see what we can do, from wealth management to legacy strategies,they will decide that The Loewenthal Group is the financial advisor they need.”

— Betsy Mason, Senior Wealth Strategy Associate

Estate Planning

Building a legacy for the next generation

You’ve spent a lifetime building your family’s wealth. The Loewenthal Group can work to help you structure the assets you’ve accumulated to create a lasting legacy.

We have the experience and the network to address the complexities of your estate planning needs. We work with families to facilitate building strategies that serve current generations and are flexible enough for the needs of future generations.

Maintaining your legacy
We understand the connections between wealth and family, and we’re positioned to address your family’s needs, ranging from growth strategies to wealth transfer and preservation to philanthropic pursuits.

Extending your vision through philanthropy
We can help create a wealth transfer strategy that includes charitable giving. This can help to ensure your legacy in the causes you support, as well as helping to limit the impact of taxes.

Pursuing tax-efficient strategies
By using appropriate cash flow and portfolio strategies, as well as efficient tax structures such as trusts and philanthropic vehicles, we not only help facilitate your current objectives, but also your wealth preservation and legacy goals.

“Over the years, I have been able to assist families in the preservation and transfer of their wealth, to help them realize their legacy and charitable goals.”

— Kevin Kamholz, CFP^®

A way forward

Understanding your life, your wealth and what you want to accomplish.

We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

Let's talk about how we can help you plan for the life you want

Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

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, CFP, CIMA, CRPC

Managing Director–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IA
- IL
- IN
- MA
- MD
- MI
- MN
- MO
- NC
- NE
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WV
- WY
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 Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2021, 2023, 2024
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes America's Top Wealth Advisors, 2017The 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 Wealth Advisors, 2019, 2020, 2023, 2024The 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 Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- 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, CFP, CIMA, CAP, CRPC

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IA
- IL
- IN
- MA
- MD
- MI
- MO
- NC
- NE
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WY
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.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- 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, CEPA

Account Vice President

Financial Advisor
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IA
- IL
- IN
- MA
- MD
- MI
- MO
- NC
- NE
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WY
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.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- 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, CFP®, AWMA®

Financial Advisor
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- DC
- FL
- IA
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- ND
- NE
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WV
- WY
Ben joined the Loewenthal Group as a Financial Advisor in 2021. He began his UBS career as a Wealth Planning Associate in 2018. Previously, he was the General Manager at the James Beard award-winning restaurant, The Publican. He 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.

He is a lifelong and active supporter of Ann & Robert H. Lurie Children’s Hospital of Chicago, and currently sits on the Children’s Research Fund Junior Board. He hails from the Chicago suburb of Glencoe and now lives in Glenview with his wife, Arielle, their son Rafa and West Highland Terrier named Feta.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Indiana University, Bachelor's in Economics and Political Science: 2008 - 2012
- Accredited Wealth Management Advisor℠
- CERTIFIED FINANCIAL PLANNER™
Financial planning

Philanthropy

Legacy planning

Sustainable investing

One Northbrook Place
5 Revere Drive
Northbrook, IL 60062
Betsy Mason

Senior Wealth Strategy Associate
View bio
- AR
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IA
- IL
- IN
- MA
- MD
- MI
- MN
- MO
- NC
- NE
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WV
- WY
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, CRPC

Senior Wealth Strategy Associate
View bio
- AR
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- HI
- IA
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NE
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WV
- WY
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

Danielle Landon, CFP, CLU

Wealth Management Associate
View bio
- AR
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IA
- IL
- IN
- MA
- MD
- MI
- MN
- MO
- NC
- NE
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WV
- WY
Danielle joined the Loewenthal Group in January 2018 but she is no stranger to UBS, previously working for a team in Plano, Texas since 2013. She began her career at Merrill Lynch in 2005 and in 2011 earned the CERTIFIED FINANCIAL PLANNER™ certification, which attests to her dedication to provide our clients with planning strategies that are developed according to their individual needs and goals.

Danielle received a Bachelor of Arts from Hardin Simmons University. In her free time she enjoys acting and spending time outside with her husband, Ryan, and their dog Cooper.
- Hardin Simmons University, Bachelor of Arts
- Chartered Life Underwriter®
Legacy planning

Long-term care planning

One Northbrook Place
5 Revere Drive
Northbrook, IL 60062

Rod Loewenthal, CFP, CIMA, CRPC

Managing Director–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IA
- IL
- IN
- MA
- MD
- MI
- MN
- MO
- NC
- NE
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WV
- WY
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 Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2021, 2023, 2024
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes America's Top Wealth Advisors, 2017The 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 Wealth Advisors, 2019, 2020, 2023, 2024The 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 Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- 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, CFP, CIMA, CAP, CRPC

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IA
- IL
- IN
- MA
- MD
- MI
- MO
- NC
- NE
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WY
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.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- 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, CEPA

Account Vice President

Financial Advisor
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IA
- IL
- IN
- MA
- MD
- MI
- MO
- NC
- NE
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WY
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.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- 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, CFP®, AWMA®

Financial Advisor
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- DC
- FL
- IA
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- ND
- NE
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WV
- WY
Ben joined the Loewenthal Group as a Financial Advisor in 2021. He began his UBS career as a Wealth Planning Associate in 2018. Previously, he was the General Manager at the James Beard award-winning restaurant, The Publican. He 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.

He is a lifelong and active supporter of Ann & Robert H. Lurie Children’s Hospital of Chicago, and currently sits on the Children’s Research Fund Junior Board. He hails from the Chicago suburb of Glencoe and now lives in Glenview with his wife, Arielle, their son Rafa and West Highland Terrier named Feta.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Indiana University, Bachelor's in Economics and Political Science: 2008 - 2012
- Accredited Wealth Management Advisor℠
- CERTIFIED FINANCIAL PLANNER™
Financial planning

Philanthropy

Legacy planning

Sustainable investing

One Northbrook Place
5 Revere Drive
Northbrook, IL 60062
Betsy Mason

Senior Wealth Strategy Associate
View bio
- AR
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IA
- IL
- IN
- MA
- MD
- MI
- MN
- MO
- NC
- NE
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WV
- WY
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, CRPC

Senior Wealth Strategy Associate
View bio
- AR
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- HI
- IA
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NE
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WV
- WY
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
Danielle Landon, CFP, CLU

Wealth Management Associate
View bio
- AR
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- CT
- DC
- FL
- GA
- IA
- IL
- IN
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- VA
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Danielle joined the Loewenthal Group in January 2018 but she is no stranger to UBS, previously working for a team in Plano, Texas since 2013. She began her career at Merrill Lynch in 2005 and in 2011 earned the CERTIFIED FINANCIAL PLANNER™ certification, which attests to her dedication to provide our clients with planning strategies that are developed according to their individual needs and goals.

Danielle received a Bachelor of Arts from Hardin Simmons University. In her free time she enjoys acting and spending time outside with her husband, Ryan, and their dog Cooper.
- Hardin Simmons University, Bachelor of Arts
- Chartered Life Underwriter®
Legacy planning

Long-term care planning

One Northbrook Place
5 Revere Drive
Northbrook, IL 60062

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Betsy Mason

Justin McIntire, CRPC

Danielle Landon, CFP, CLU