Experience Makes all the difference

We do everything we can to make your experience with our team exceed expectations.   Our strong relationships with our clients help us offer uncompromised service and attention to detail. Each member of our team genuinely believes the client comes first.  Our team dynamic adds continuity, working with clients now and for future generations.

Eileen B. Berman

Managing Director - Wealth Management
561-625-2610

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“I am passionate about educating and empowering women to take a meaningful part in their financial matters.”

Eileen Berman’s main focus is building long lasting relationships with clients. She is a nationally recognized female financial advisor using her more than 30 years of experience to help clients achieve their financial and life objectives.  Eileen leads her team’s focus on exceeding expectations for every client.

Nationally recognized Industry Leader 

  • Forbes  America's Top Women Advisors and Best-in-State Wealth Advisors
  • Barron's Top 100 Women Financial Advisors and Top 1200 Financial Advisors

Advice grounded in experience

Prior to joining UBS Private Wealth Management as a Managing Director in 2014:

  • Director at Lehman Brothers/Barclays
  •  Managing Executive at Northern Trust

Living her passion for giving back

Eileen is a leader in her industry and also in the community. The majority of Eileen's free time is devoted to community service as a mentor to young women and next generation professionals interested in the financial services industry.

  • Founding Chair of the Jewish Women's Foundation
  • Board Member of the Palm Beach Synagogue
  • Member of Corporate Partners Executive Committee of Kravis Center for the Performing Arts
  • Board Member of the Jewish Community Foundation

Eileen has a B.A. from Queens College and M.S. from Hunter College of The City University of New York. Eileen is an ardent supporter of the performing arts.  She enjoys traveling to new and familiar places.  Eileen devotes any downtime to fitness, reading and family. She and her husband live in Palm Beach.


Registered States:
CA, CO, CT, DC, DE, FL, GA, IL, KY, MA, MD, ME, MI, MN, NC, NE, NJ, NM, NV, NY, PA, RI, VA, WA


Brian L. Lowenthal, CFP®

Managing Director - Wealth Management
561-625-2611

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“I enjoy keeping clients laser focused on their investment goals in both good times and bad.”

Brian Lowenthal specializes in all facets of investment strategy and asset allocation. He has worked with the team since 2007 and is a dedicated student of the markets. Brian enjoys working together with sophisticated clients to create individualized financial strategies. Barron’s named Brian as one of the top 1,200 Financial Advisors in 2018.

Credentials that Build Confidence

Brian has two decades of experience working with multi-generational families, corporate executives and not-for-profit organizations.

  • CERTIFIED FINANCIAL PLANNER®
  • Director at Lehman Brothers/Barclays
  • Financial Advisor at Merrill Lynch
  • Assistant Vice President at Sanford C. Bernstein and Co in 1997

 Making a Difference

  • Board of Temple Beth David in Palm Beach Gardens
  • Morse Geriatric Center

Brian earned a B.A. in Communications from the State University of New York at Buffalo. He is an avid sports fan who is especially passionate about football teams FSU Seminoles and NY Giants.  Brian enjoys traveling and listening to a broad variety of music. He resides in Palm Beach Gardens with his wife and two daughters.


Registered States:
CA, CO, CT, DC, DE, FL, GA, IL, KY, MA, MD, ME, MI, MN, NC, NE, NJ, NM, NV, NY, PA, RI, VA, WA


Kristen Bissett

Senior Vice President - Wealth Management
561-625-2613

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“There is no better job, no better place for me. Most clients have income needs, and that is one area where our strategies really make an impact.”

Kristen Bissett has always been captivated by the markets, even at a young age.  One of the favorite parts of her job is aligning her investment ideas with our clients’ financial needs.  She’s spent the last decade specializing in macroeconomic research and its impact on clients' portfolios.  She now works on crafting customized asset allocations and implementation strategies for multigenerational families, entrepreneurs and not-for-profit organizations.

Prior to joining UBS Private Wealth Management in 2015, she was an Investment Strategist for Barclays and JP Morgan Private Bank.

Industry Leader

  • Forbes America's Top Women Advisors and Top Next-Generations Wealth Advisors
  • Working Mother's Magazine Top Wealth Advisor Moms
  • UBS's Top 35 Under 35

Giving Back

  • Treasurer for the Center for Creative Education
  • Member of the Young Friends of the Kravis Center

Kristen graduated from Drew University with a B.A. in economics.  She loves being outdoors, especially golfing, hiking, and listening to live music. She resides in Palm Beach Gardens with her husband, daughter and two dogs.


Registered States:
CA, CO, CT, DC, DE, FL, GA, IL, KY, MA, MD, ME, MI, MN, NC, NE, NJ, NM, NV, NY, PA, RI, VA, WA


Monique Burns

Senior Wealth Strategy Associate
Relationship Manager
561-625-2615

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“I enjoy a highly personalized and proactive relationship with our clients.”

With over 30 years of experience in the financial services industry, Monique Burns brings her vast knowledge and understanding of the financial markets to the Berman Lowenthal Group.  She focuses on deepening client relationships and understanding their specific requirements.  Through an analysis of each family's needs, she and the team offer individualized and appropriate financial strategies. 

 Prior to joining the team in 2017, Monique held various roles at Merrill Lynch Wealth Management, Stifel Nicolaus, First Union/Wachovia and First Manhattan Co.

 Capabilities to impact client lives

  • Comprehends the uniqueness of each family and works to achieve their financial goals
  • Coordinates operational tasks and personally handles complicated account related activities (multifaceted and one-off circumstances)
  • Extremely thorough and detail-oriented

 Licensing and Experience

  • Holds her Series 7, 9, 10, 63 and 66
  • Held compliance, operational, and branch management roles
  • Able to identify complex situations and offer solutions

 Passion for Giving Back

  • Board member of St. Mark's Episcopal School Advisory Board
  • Former Senior Warden of St. Mark's Episcopal Church
  • Volunteer Work: Suncoast High School Theatre and Music Program,  Hearts of Palm, St. George's Community Center Kitchen

 Monique graduated Magna Cum Laude from Montclair State University with a B.S. in Business Administration. She began her career in New York City before relocating to Florida in 1991 to open First Manhattan Co.'s satellite office.  Monique and her husband reside in Palm Beach Gardens where they raised their children.

 


Registered States:
CA, CO, CT, DC, DE, FL, GA, KY, MA, MD, ME, MI, MN, NC, NE, NJ, NM, NV, NY, PA, RI, VA, WA


Brittney Alexandra Haynes

Senior Client Service Associate
561-625-2614

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Brittney Haynes joined the Berman Lowenthal Group in 2019. She supports all areas of operation and administration for the team. Brittney previously worked at a UBS office in Boston.

Education and Experience

  • Senior Private Client Associate at J.P Morgan Securities
  • Senior Private Client Associate at AB Bernstein
  • Stonehill College,  B.S. Business Management
  • Accredited Investment Fiduciary®

Making a Difference

  • Volunteer, Peggy Adams Animal Hospital
  • Volunteer, West Palm Beach Park & Recreation

Brittney is originally from Massachusetts and now lives in Delray Beach with her fiancé and their two dogs. She enjoys running, biking, swimming, kayaking, traveling and cheering on the New England Patriots.


Registered States:
CA, CO, CT, DC, DE, FL, GA, KY, MA, MD, ME, MI, MN, NC, NE, NJ, NM, NV, NY, PA, RI, VA, WA


Michele Marie Anthony

Client Service Associate
561-625-2616

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Prior to joining the Berman Lowenthal Group in 2020, Michele served as an Executive Team Assistant for our local Private Wealth management team.  In her role on the team, she is committed to going “above and beyond” when providing clients with timely and personalized service.  Michele focuses on administrative and operational needs.   

Education and Experience

  • Started in the Financial Services Industry in 1998
  • Palm Beach State College, A.A. Business Administration
  • South University, A.S. Physical Therapist Assistant

Making a Difference

  •  Licensed physical therapist assistant specializing in prosthetics and amputee rehabilitation
  • Coordinated volunteer activities for local UBS Private Wealth offices

 

 Michele lives in West Palm Beach with her husband.  In her free time, Michele enjoys VR gaming, gardening, and fishing.


Registered States:
FL