Kathleen Entwistle

A leader in private wealth management for successful families, women and business owners

A leader in private wealth management for successful families, women and business owners.

Kathy joined UBS in 2007 and subsequently formed Entwistle Partners, creating a team of professionals dedicated to providing multigenerational wealth advice to affluent families, C-suite executives and founders.

With her nearly 30-year career defined by many leadership roles, Kathy has been recognized with multiple awards and designations for her achievements—from Forbes as a Top 200 female financial advisor in the country to three consecutive Barron’s nominations to their “Top Women Financial Advisors” list. Kathy attributes her success to her dedicated team who help her deliver on strong personal relationships, thoughtful advice and a high level of service.

Experience

Officer in Corporate Trust Department, Manufacturers Hanover Trust

Vice President and Wealth Advisor, Morgan Stanley

Credentials

Certified Financial Planner, (CFP®)

Certified Divorce Financial Analyst (CDFA®)

Forbes “Top Women Wealth Advisor,” 2018, 2019

Forbes “Best-in-State Wealth Advisor,” New Jersey, 2017, 2018, 2019, 2020

Forbes “Top 200 Women Advisors,” 2017, 2018

M.B.A., Fordham University

Life

Kathy serves on the Board of Directors for: The Ridgewood Public Library Foundation, The Family Support Organization of Bergen County, St, Joseph’s School for the Blind, Christian Health Care Center Foundation, and Ridgewood A.M. Rotary.

She is an active member of the Commerce and Industry Association of New Jersey and Women United in Philanthropy.

In her free time, she enjoys golfing, spending time with family and relaxing at the beach.