Rod Loewenthal

Rod Loewenthal, CFP®, CIMA®, CRPC®, is a Private Wealth Advisor and Managing Director at UBS, where they focus on helping entrepreneurs and corporate executives create long-range plans to protect and grow their wealth. Previously, they served as a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management from 1995 to 2017. Rod earned a Bachelor's Degree with honors in History and Economics from the University of Michigan and has completed a Certificate in Financial Planning at Northwestern University, as well as a Certified Investment Management Analyst program at the University of Chicago Booth School of Business.