[Past Event] How Personal and Corporate Transformation Can Help Reverse Climate Change

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.

Nathan Havey is the Co-Founder of the Institute for Corporate Transformation and is the Writer & Director of the associated podcast mini-series, 10 Things You Should Know About Stakeholder Capitalism. Nathan co-wrote and co-leads the global consultant certification program for Conscious Capitalism Inc. and he is the Writer & Director of Beyond Zero, the feature documentary film on Interface, a global carpet company leading the sustainable business revolution. Nathan used conscious capitalism to help a large Midwestern franchise to create the culture turnaround that has the company on track to grow 10X in the coming decade, and landed the Co-CEO’s on the cover of Conscious Company Magazine (Spring 2018).

Diana is a Managing Director at Cranemere, a holding company that acquires and grows mid- market private companies for the long term. With permanent capital, Cranemere backs companies without a view to exit, and is a particularly appealing partner to founder and family owned companies.

Diana leads Cranemere’s Sustainability and Purpose-led acquisitions team. She is focused on acquiring established sustainability market leaders and purpose‐led companies across diverse sectors, including energy efficiency, green building, organic/natural foods, and healthy living. Diana also is responsible for working with Cranemere’s portfolio companies across all sectors (including industrials and healthcare services) to bring each company to a leadership position on environmental and social performance to drive impact and unlock business value. Cranemere’s unique model enables long term oriented ESG investments with a focus on business innovation, supply chain engagement, workforce training and wellbeing and new product design for environmental markets. These investments, similar in approach to corporate R&D spending, go beyond traditional CSR and ESG initiatives that are often limited to shorter term activities and payback.

Prior to joining Cranemere, Diana was a Partner at Expansion Capital Partners, a sustainability and cleantech growth stage venture fund where she invested in green building and energy efficiency, taking companies public and executing successful trade sales, including DIRTT Environmental Solutions and CPower. Diana has also been an advisor to family offices on developing impact investment strategies and on fund and direct impact investments
Diana’s Aspen Institute and Capital Institute Fellowships focused on researching innovative deal terms and investment structures that build stronger and more aligned partnerships between investors and purpose-led enterprises. The research was backed by the MacArthur Foundation and the Omidyar Network and the findings have been launched in a web‐based toolkit that can be openly accessed by investors and entrepreneurs.

Diana is a Member of the Board of the NRDC (Natural Resources Defense Council). NRDC works to safeguard the earth – its people, its plants and animals and the natural systems on which all life depends.

Diana also serves on the Board of Echoing Green, which provides seed stage capital to social entrepreneurs globally and has several recipients working in Kenya. She is also on the advisory board of Duke University’s Nicholas Institute for Environmental Policy Solutions.
Diana has an MBA from Harvard Business School and a BA Summa Cum Laude from Duke University. She lives in NY where she can be found with her sons at the baseball field or music recital hall.

Juliet currently serves as CEO for media brand Worth, responsible for leading its transformation from a print magazine to a content platform that focuses on ‘Worth beyond Wealth’ and inspires and informs an affluent, influential and successful community of individuals to be their best selves.

Juliet began her career as a management consultant, learning to code at IBM Business Consulting Services, before focusing on business strategy and organizational change, working with clients to solve complex business problems across a variety of sectors through the use of technology.

Her experience in this area took her to a role at Boxwood (now KPMG) where she worked as a senior consultant in strategy and business change, with a focus on the media and technology sector. After working as a consultant with Guardian News & Media on its print to digital strategy, in 2012 she was confirmed in a permanent role to lead strategy and operations for the Guardian Media Group’s commercial division based in London.

Juliet joined the Guardian’s executive committee in 2015 and, as chief delivery officer; was responsible for the strategic implementation of the global three year turnaround plan and subsequent transformation and growth for the Guardian’s US operation, relocating to New York in 2016.

She lives in Westchester with her husband and son, is a keen runner, yogi, and skier.