Experience

Makes all the difference

The Loewenthal Group can help bring clarity to your financial life. We work to help you preserve your capital and identify suitable investments. We have always believed in developing a robust wealth management strategy that is long term and not overly reactive to market conditions. Our other essential belief is that your strategy must be individualized. We evaluate where your wealth is invested, your spending habits and income needs, significant milestones and upcoming events, and your overall outlook for the future. Our objective is to help keep your financial life moving forward toward your goals.

We work to help you crystallize your thinking about the financial goals you want to pursue and develop strategies tailored just for you. We also establish agreed-upon checkpoints to measure your progress and consider adjustments.

Whatever your financial needs, you can leverage a full range of financial strategies drawing on the investing insights of one of the largest wealth management firms in the world, UBS. Our goal is to map out innovative, forward-thinking strategies and tactics that can work toward your objectives.

Rod Loewenthal, CFP, CIMA, CRPC

Managing Director–Wealth Management

Private Wealth Advisor

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. 

Registered States:
  • 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

Recognized as an industry leader:

  • 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, 2023The 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • University of Michigan, Bachelor’s degree in History- with honors

Credentials

  • Private Wealth Advisor
  • Senior Portfolio Manager
  • CERTIFIED FINANCIAL PLANNER™
  • Certified Investment Management Analyst®

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Estate planning strategies
Custom portfolios
Multi-generational families
One Northbrook Place
5 Revere Drive
Northbrook, IL 60062

Email Me

Kevin Kamholz, CFP, CIMA, CAP, CRPC

Senior Vice President–Wealth Management

Private Wealth Advisor

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.

Registered States:
  • 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

Recognized as an industry leader:

  • 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • Illinois State University, Bachelor's Degree in Finance
  • Charles H. Kellstadt Graduate School of Business at DePaul University, MBA in Finance

Credentials

  • Private Wealth Advisor
  • CERTIFIED FINANCIAL PLANNER™
  • Certified Investment Management Analyst®
  • Chartered Advisor in Philanthropy®

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Philanthropy
Estate planning strategies
Custom portfolios
One Northbrook Place
5 Revere Drive
Northbrook, IL 60062

Email Me

Jeremy Wynes, CEPA

Account Vice President

Financial Advisor

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.

Registered States:
  • 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

Recognized as an industry leader:

  • 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • Illinois State University, Bachelor's Degree
  • DePaul University College of Law, Law

Credentials

  • Certified Exit Planning Advisor

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

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

Email Me

Ben Drescher, CFP®, AWMA®

Financial Advisor

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. 

Registered States:
  • 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

Recognized as an industry leader:

  • 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • Indiana University, Bachelor's in Economics and Political Science: 2008 - 2012

Credentials

  • Accredited Wealth Management Advisor℠
  • CERTIFIED FINANCIAL PLANNER™

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Philanthropy
Legacy planning
Sustainable investing
One Northbrook Place
5 Revere Drive
Northbrook, IL 60062

Email Me

Betsy Mason

Senior Wealth Strategy Associate

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.

Registered States:
  • 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

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Multi-generational families
Entrepreneurs
One Northbrook Place
5 Revere Drive
Northbrook, IL 60062

Email Me

Justin McIntire, CRPC

Senior Wealth Strategy Associate

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.

Registered States:
  • 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

Education

  • Capital University, in Columbus, Ohio, Bachelor's degree in Political Science

Credentials

  • Chartered Retirement Planning Counselor

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Securities-backed lending
Education planning
One Northbrook Place
5 Revere Drive
Northbrook, IL 60062

Email Me

Danielle Landon, CFP, CLU

Wealth Management Associate

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.

Registered States:
  • 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

Education

  • Hardin Simmons University, Bachelor of Arts

Credentials

  • Chartered Life Underwriter®

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Legacy planning
Long-term care planning
One Northbrook Place
5 Revere Drive
Northbrook, IL 60062

Email Me