[Past Event] Why Continuing to Learn in an Online World Is Crucial

Kathleen Entwistle Private Wealth Advisor, Morgan Stanley Private Wealth Management 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.

Juliet Scott-Croxford CEO, Worth 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.

Emma Giles COO and Cofounder, Sophya Emma is the COO and cofounder of Sophya, a lifelong learning AI startup. She is also a PhD Student in Computational Neuroscience at Harvard University. Prior to these roles, Emma became one of the top Teaching Fellows and Khan Academy, and worked on an education software platform at the World Health Organization. Emma has 5 citizenships, and loves to travel and explore the world. She spends her free time running ultra marathons, hiking, and drinking coffee.

Dr. Vishal Punwani CEO and Cofounder, Sophya Vishal (Vish) is the CEO of Sophya, a Harvard Innovation Labs alumna that pairs its best-in-class virtual world with cutting-edge artificial intelligence to enable social, personalized learning for everyone.   Vishal is a medical doctor and an international leader in technology and AI for learning. He became one of the highest-rated Teaching Fellows at Khan Academy after creating health and medicine content that has garnered over 10 million views, and has been an invited speaker at The Radcliffe Institute at Harvard, MIT, and Harvard Medical School. Harvard’s prestigious Alumni Incubator Launch Lab X referred to Vishal as 'the heart and soul' of their program. Vishal is an Entrepreneur-in-Residence with Harvard Alumni Entrepreneurs, a peer mentor at the Harvard Innovation Labs, a Mentor at the Oxford University Foundry, and Alumni Advisor at MassChallenge Boston.  

Kathleen Entwistle Private Wealth Advisor, Morgan Stanley Private Wealth Management 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.

Juliet Scott-Croxford CEO, Worth 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.