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

The proof is in our numbers

6 person

seasoned team

$1.4 billion

Assets under management

100+ years

Collective years of experience


Financial planning

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. Our team has resources to help you and your family address specific and unique issues that come with personal and business success.

Investment management

Guidance and a steady hand
Our flexible, long-term investing strategies are designed to meet your evolving financial needs as well as changing market conditions. As we implement and track your portfolio, we’ll communicate regularly with you, rebalancing and making adjustments throughout.

Estate planning

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

Personalized service

Building personal relationships
Our team approach puts you and your family first – we strive to build lasting relationships by being helpful in every aspect of your financial world.

By getting to know you and your loved ones in a way that gives us genuine insight, we provide services to help anticipate and meet all your financial needs. Taking the time to truly understand your perspectives, values and goals helps us work with you as you face milestones in your personal and business life.

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • Rod Loewenthal Profile Photo

    Rod Loewenthal, CFP, CIMA, CRPC

    Managing Director–Wealth Management

    Private Wealth Advisor

    • image
    • image
    • image
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • IA
    • IL
    • IN
    • KS
    • MA
    • MD
    • MI
    • MN
    • MO
    • NC
    • NE
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • SC
    • SD
    • 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. As a commitment to professionalism and advancing client interests using industry best practices, Rod holds the CERTIFIED FINANCIAL PLANNER® and Certified Investment Management Analyst® designations. In 2021, Rod became a UBS Private Wealth Advisor denoting his experience working with high-net-worth clients. The Loewenthal Group and Rod are frequently cited as a top advisory team on Barron’s and Forbes’ top advisor lists. 

    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. 

    California Insurance License # 0M59453

    • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2021, 2023, 2024, 2025
      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, 2024, 2025The 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, 2024, 2025The 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.
    • UBS Wealth Management Chairman’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
    • UBS Wealth Management Pinnacle Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

    • University of Michigan, Bachelor’s degree in History (with honors)
    • Private Wealth Advisor
    • Senior Portfolio Manager
    • CERTIFIED FINANCIAL PLANNER®
    • Certified Investment Management Analyst®
    • Chartered Retirement Planning Counselor
    Custom portfolios
    Estate planning strategies
    Multi-generational families
    Philanthropy
    One Northbrook Place
    5 Revere Drive
    Northbrook, IL 60062
    rod.loewenthal@ubs.com
    Rod Loewenthal, CFP, CIMA, CRPC
    One Northbrook Place,Northbrook,IL,60062
  • Kevin Kamholz Profile Photo

    Kevin Kamholz, CFP, CIMA, CAP, CRPC

    Senior Vice President–Wealth Management

    Private Wealth Advisor

    • image
    • image
    • image
    • 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 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.

    • Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The 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®
    • Chartered Retirement Planning Counselor
    Custom portfolios
    Estate planning strategies
    Financial planning
    Philanthropy
    One Northbrook Place
    5 Revere Drive
    Northbrook, IL 60062
    kevin.kamholz@ubs.com
    Kevin Kamholz, CFP, CIMA, CAP, CRPC
    One Northbrook Place,Northbrook,IL,60062
  • Ben Drescher Headshot

    Ben Drescher, CFP®, AWMA®

    Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • IA
    • IL
    • IN
    • KS
    • MA
    • MD
    • MI
    • MN
    • MO
    • NC
    • NE
    • NJ
    • NM
    • NV
    • NY
    • OR
    • PA
    • SC
    • SD
    • TN
    • TX
    • VA
    • VT
    • WA
    • WI
    • WV

    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, 2024, 2025The 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 degree in Economics and Political Science
    • CERTIFIED FINANCIAL PLANNER®
    • Accredited Wealth Management Advisor℠
    Estate planning strategies
    Executive compensation
    Financial planning
    Philanthropy
    One Northbrook Place
    5 Revere Drive
    Northbrook, IL 60062
    benjamin.drescher@ubs.com
    Ben Drescher, CFP®, AWMA®
    One Northbrook Place,Northbrook,IL,60062
  • Elizabeth "Betsy" Mason Profile Photo

    Betsy Mason

    Senior Wealth Strategy Associate

    • image
    • image
    • image
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IA
    • IL
    • IN
    • MA
    • MD
    • MI
    • MN
    • MO
    • NC
    • NE
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • SC
    • SD
    • 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.

          Entrepreneurs
          Multi-generational families
          One Northbrook Place
          5 Revere Drive
          Northbrook, IL 60062
          elizabeth.mason@ubs.com
          Betsy Mason
          One Northbrook Place,Northbrook,IL,60062
        • Justin McIntire Profile Photo

          Justin McIntire, CRPC

          Senior Wealth Strategy Associate

          • image
          • image
          • image
          • 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
          • SD
          • 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, Bachelor's degree in Political Science
            • Chartered Retirement Planning Counselor
            Business owners
            Education planning
            Multi-generational families
            Retirement planning
            One Northbrook Place
            5 Revere Drive
            Northbrook, IL 60062
            justin.mcintire@ubs.com
            Justin McIntire, CRPC
            One Northbrook Place,Northbrook,IL,60062

          A leader in wealth management

          Backed by the strength of our parent company, UBS AG

          Global leader

          UBS is a leading and truly global wealth manager

          $6 trn

          UBS Group invested assets
          As of 12/31/2024

          More than 160 years

          offering financial advice

          UBS Wealth Way

          Our framework is designed to help you turn your possibilities into a plan. It starts with questions and a conversation to uncover everything that's important to you—beyond your money and wealth. Then, we organize your financial life in a way that gives you confidence you’ll have what you need—when you need it.


          UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use 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. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.

          UBS Wealth Way

          Liquidity

          Liquidity

          Provide cash flow for short-term expenses - to help maintain your lifestyle

          Longevity

          Longevity

          For longer-term needs - to help improve your lifestyle

          Legacy

          Legacy

          For needs that go beyond your own - to help improve the lives of others

          Provide cash flow for short-term expenses - to help maintain your lifestyle

          • Entertainment and travel
          • Taxes
          • Purchasing a home

          For longer-term needs - to help improve your lifestyle

          • Retirement
          • Healthcare and long-term care expenses
          • Purchasing a second home

          For needs that go beyond your own - to help improve the lives of others

          • Giving to family
          • Philanthropy
          • Wealth transfer over generations

          Texas

          Texas flood relief

          Support and resources

          Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

          Learn how you can get involved and make an impact through the UBS Optimus Foundation.

          The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.

          Insights

          This website uses cookies to make sure you get the best experience on our website. You can find more information under the Privacy Statement. You are free to change your cookies' settings in the privacy settings.

          Go to privacy settings