Rod Loewenthal, CRPC®
Managing Director–Wealth Management
Wealth Management Advisor
Senior Portfolio Manager
Rod joined Merrill Lynch in 1995 and has 19 years of financial services experience. Today, Rod works closely with clients on wealth management and wealth transition strategies.
Rod is a specially qualified senior portfolio manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch 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 Investment Advisory Program, a senior portfolio manager may manage his strategies on a discretionary basis. After meeting certain additional requirements, a senior portfolio manager may use his own strategies to manage the assets of other Merrill Lynch Advisors' clients.
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, Illinois. Barron's named Rod to its 2014 Top 1,200 Financial Advisors list. He appeared on Barron's Top 1,000 Financial Advisors list in 2011 and 2013.