Experience

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 resides in Highland Park with his wife Tracy and their three children. Outside of the office, he enjoys listening to his son's rock-n-roll band.

California Insurance License # 0M59453

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 includes: 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 and his wife have been married for over 27 years, and they reside in Western Springs. They have two adult daughters. Outside of the office, Kevin enjoys all outdoor activities, traveling and spending time with his extended family. He currently volunteers as a mentor for Big Brothers Big Sisters of Metropolitan Chicago.

Ben started his UBS career in 2018 as a Wealth Planning Associate before joining The Loewenthal Group in 2021 as a Financial Advisor. Prior to UBS, Ben spent a decade in hospitality managing Chicago restaurants, including The Publican, Girl & The Goat, Little Goat, Urbanbelly and bellyQ. He is also a lifelong and active supporter of Ann & Robert H. Lurie Children’s Hospital of Chicago.

Outside of the office, Ben enjoys spending time with family, golfing, cooking and gardening. He resides in Glencoe with his wife Arielle, their son Rafa and West Highland Terrier named Feta. 

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 with her husband Jim, but spends most of her weekends in downtown Chicago with their three daughters and grandchildren Jack, Zoe and Cam. She's also an avid fitness and sports enthusiast and loves attending live sporting events.  

Justin has over 20 years of financial services experience. Prior to joining UBS in 2017, he became a member of The Loewenthal Group at Merrill Lynch in 2006. Justin assists in the daily business activity of the team, with a focus on technology and helping clients develop their financial outlook. He 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. 

Outside of the office, you can find Justin on a soccer or baseball field with his sons Conor and Avery. Justin lives in Grayslake with his wife Magdalena and their boys.

Alyssa began her financial services career with UBS in 2014. After two years in the firm's wealth management rotational program, she joined UBS Bank USA (BUSA) where she developed her extensive background in relationship banking. As a Wealth Management Banker, Alyssa consulted Financial Advisors and their clients on banking solutions to complement their financial plan. After a decade in BUSA, Alyssa joined The Loewenthal Group in 2025 as a Wealth Strategy Associate. 

Outside of the office, Alyssa enjoys spending time with family and trying new recipes and restaurants. She resides in Chicago with her husband John.