Brian Lowenthal

Brian Lowenthal is a Managing Director at UBS Private Wealth Management, where they have worked since 2014, specializing in financial strategies for ultra-high net worth families, CEOs, and small businesses. Prior to this role, Brian gained valuable experience as a Director at Barclays and as a Financial Advisor at Merrill Lynch. They began their career in financial services as an Assistant Vice President at Sanford C. Bernstein & Co. and held a position in Private Investment Management at Lehman Brothers. Brian has been with the Berman Lowenthal Group since 2007, focusing on investment strategies and asset allocation to help clients achieve their financial objectives.