Financial planning tailored to your goals

The Lowden Group

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Chess board

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • James Lowden Profile Photo

    James Lowden, CFP

    Managing Director–Wealth Management

    Financial Advisor

    • image
    • image
    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IA
    • IL
    • MA
    • MD
    • MI
    • MN
    • NC
    • NJ
    • NM
    • NY
    • OH
    • OR
    • PA
    • SC
    • TN
    • TX
    • VA
    • WA
    • WI
    • WV

    With over 30 years of experience, Jim offers his clients customized wealth management and advice. He emphasizes total wealth management; focusing on asset allocation and retirement income. Jim attended John Carroll University and graduated with a bachelor degree from Penn State University. Jim holds a CFP®, Series 7, Series 63, and insurance license. Jim, his wife Angela, and son James live in Mt. Lebanon. When not working, Jim and Angela focus their attention on their foundation, Art Expression Inc. 

    • Barron's Top 1,000 Financial Advisors, 2009, 2010, 2011, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Barron's Top 1,200 Financial Advisors, 2014
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The 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.

    • Penn State University, Bachelor's Degree
    • CERTIFIED FINANCIAL PLANNER™
    • Portfolio Manager
    500 Grant Street
    BNY Mellon Center
    Pittsburgh, PA 15219
  • Jeffrey Lowden Profile Photo

    Jeffrey Lowden, CFP

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IA
    • IL
    • MA
    • MD
    • MI
    • MN
    • NC
    • NJ
    • NM
    • NY
    • OH
    • OR
    • PA
    • SC
    • TN
    • TX
    • VA
    • WI
    • WV

    Jeffrey offers over 20 years of experience in financial services. He focuses on portfolio management as well as financial and retirement planning strategies for affluent families, professionals, and retirees. Prior to joining UBS in 1989, Jeffrey worked for Ernst & Young as a Certified Public Accountant. A graduate of Pennsylvania State University, Jeffrey holds his Series 7, Series 63, and insurance license. He also has a CFP® designation. Jeffrey is active in the PSU Alumni Association and YMCA Indian Princesses. He currently lives in Upper Saint Clair with his wife Rachel and three kids.

      • Pennsylvania State University
      • CERTIFIED FINANCIAL PLANNER™
      • Portfolio Manager
      500 Grant Street
      BNY Mellon Center
      Pittsburgh, PA 15219
    • Christine Cassandro Profile Photo

      Christine Cassandro

      Senior Client Associate

      • image
      • image

        Chris joined UBS Financial Services, Inc. in 1982 as a Client Service Associate. She has experienced all aspects of the branch including Branch Service Associate and Branch Office Administrator. She joined The Lowden Group in 2010 and brings 30 years experience to the team, focusing on client service and administration. She is also a Branch Technical Liaison. Chris enjoys spending time with family, walking her dog, watching movies, and reading.

              500 Grant Street
              BNY Mellon Center
              Pittsburgh, PA 15219
            • image

              Dana Iskey

              Client Associate

              • image
              • image

                Dana joined UBS and The Lowden Group in January 2000. Prior to UBS, she worked in the social services field. An integral part of The Lowden Group, Dana focuses on marketing and improving client service. A graduate of the University of Pittsburgh, she has a Bachelor's of Science degree in Administration of Justice and Legal Studies . In her free time, Dana enjoys traveling and spending time with her family.

                  • University of Pittsburgh, Bachelor's of Science degree in Administration of Justice and Legal Studies
                    500 Grant Street
                    BNY Mellon Center
                    Pittsburgh, PA 15219
                  • image

                    Nicole Cale

                    Client Associate

                    • image
                    • image

                      Nicole started at UBS in September 2012, and joined The Lowden Group in October of 2020. Previously, she worked within the East Processing Center as a Branch Service Associate. Nicole will focus on providing excellent customer service, administrative duties, and meeting client expectations. Born and raised in the suburbs of Pittsburgh, Pennsylvania. In Nicole's free time, she enjoys traveling, bowling, and reading. As well as spending time with her family and Siberian Husky Roscoe.

                            500 Grant Street
                            BNY Mellon Center
                            Pittsburgh, PA 15219
                          • Tami Cale 2022

                            Tami Cale

                            Associate Director

                            Team Administrator

                            • image
                            • image
                            • image
                            • AL
                            • CA
                            • CO
                            • DE
                            • FL
                            • GA
                            • IL
                            • MA
                            • MI
                            • NC
                            • NM
                            • NY
                            • OH
                            • PA
                            • SC
                            • TN
                            • TX
                            • VA
                            • WI

                            Tami has been with UBS Financial Services since 1998. Tami has worked in various roles within UBS which has allowed her to develop the client service, administrative and management skills that assist her in the Team Administrator role she holds with The Lowden Group. Tami holds her Series 7, 9, 10, 63 and Insurances Licenses. Tami resides in Dravosburg where she enjoys reading, baking and spending time with her family. 

                                  500 Grant Street
                                  BNY Mellon Center
                                  Pittsburgh, PA 15219

                                The Year Ahead - Sustainable Investing

                                Retirement planning

                                Retirement planning

                                Multigenerational planning

                                Multigenerational planning

                                Legacy—Wealth for others

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

                                What will your legacy be?
                                It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                                Learn more at ubs.com/wealthway.

                                Backed by the strength of UBS

                                A global leader in wealth management

                                $2.8 trillion

                                In invested assets globally 
                                As of 06/30/2022

                                51 countries

                                Our global footprint

                                Global leader

                                UBS is a world-leading wealth manager

                                Insights