Experience Makes all the difference

Successful individuals and families work with Entwistle Partners to:

  • Develop and implement a comprehensive wealth management plan to work toward their financial dreams.
  • Make smarter investment decisions in today’s uncertain political, economic and social environment.
  • Obtain an independent second opinion from an experienced private wealth advisor in their community.

Kathleen Entwistle, CFP®, CDFA™

Senior Vice President - Wealth Management
Financial Advisor
Private Wealth Advisor
Senior Portfolio Manager
201-587-2730
kathleen.entwistle@ubs.com

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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 specialists dedicated to providing multigenerational wealth advice to a select group of affluent families, women in transition, successful business owners and corporate executives. Through a detailed multi-meeting process, she provides strategies and solutions that go beyond her clients’ expectations. In 2014, Kathy was invited to join UBS Private Wealth Management, the firm’s distinguished group of 450 Financial Advisors with extensive training and resources tailored for serving ultra high net worth clients and their families.

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. A long-term member of UBS Directors Club, a 2017 Presidents Club member and a multi-year UBS Banking Champion, Kathy is frequently invited as a guest speaker at firm and industry conferences to share her knowledge and expertise with her peers.

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
  • Forbes “Best-in-State Wealth Advisor,” New Jersey
  • 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


Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, HI, IL, MA, MD, MN, MO, NC, NH, NJ, NY, OH, PA, SC, TN, TX, UT, VA, VT


Kevin Entwistle

Financial Advisor Associate
201-587-2308
kevin.entwistle@ubs.com

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Building millennial relationships through planning

Bringing his experience in investment research and due diligence to the practice, Kevin’s focus on the team is portfolio review and asset allocation, investment selection and risk monitoring. He is passionate about working with millennial clients, helping them understand the value of planning, budgeting and investing strategically to pursue their long-term goals and financial success.

Strengthening family ties

Kevin provides a fresh perspective on issues that affect clients and their families, particularly understanding generational wealth transfer concerns. Kevin helps provide family members with educational, professional and lifestyle services and motivates essential activities such as defining a family’s purpose. While starting the conversation can be an emotional topic, Kevin helps bring his own experience to family discussions and offers thoughtful and relevant solutions for each stage of a family’s wealth transfer plan.

Advice for each stage of the business cycle

Kevin helps young, successful founders and business executives build their wealth and prepare for future liquidity events. Because each stage of their business and personal life requires intelligent planning, Kevin develops a sophisticated financial plan for pursuing growth, innovation and transition. His clients can than focus their efforts on the other priorities in their lives.

Experience

  • Private Wealth Analyst, Private Banking and Investment Group, Merrill Lynch
  • Investment Product Analyst, Putnam Investments
  • Global Distribution Associate, Putnam Investments

Credentials

  • Chartered Retirement Planning Counselor (CRPC®)
  • Series 7 and, 66 securities licenses
  • B.A., accounting and finance, Providence College
  • Co-authored, Millennial Money: Building your business for tomorrow, today

Life

  • Kevin is an active runner and fundraiser for Marathon charities
  • He enjoys playing the guitar and traveling
  • He is pursuing a personal passion for sustainable investing


Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, HI, IL, MA, MD, MN, MO, NC, NH, NJ, NY, OH, PA, SC, TN, TX, UT, VA, VT


Christine Sneyer

Team Administrator
201-556-2809
christine.sneyer@ubs.com

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Christine is the primary point of contact for all client inquiries and service related needs for Entwistle Partners. She manages the operations for the team including onboarding, account openings, asset disbursements, along with a variety of technical and administrative responsibilities. She works closely with the team to ensure seamless communications and operations surrounding the client experience.

A graduate of Fordham University, she earned a Bachelor of Science degree in Accounting. She currently resides in Waldwick, NJ and has three children.

 

 

Registered States:
AL, CA, CO, FL, IL, NC, NH, NJ, NY, TX


Registered States:
AL, CA, CO, FL, IL, NC, NH, NJ, NY, TX


Luke Jensen

Registered Client Service Associate
201-556-2809
luke.jensen@ubs.com

Luke joined UBS in 2015 and is series 7 and 66 licensed. He is a graduate of Colgate University with a B.A. in Mathematical Economics. Luke executes portfolio reviews, investment manager analysis, and investment proposals in addition to assisting in the financial planning process for Entwistle Partners. Luke also helps with operational work to ensure high-level client service is provided. Outside of work he enjoys basketball and traveling.


Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, IL, MA, MD, MN, MO, NC, NH, NJ, NY, OH, PA, SC, TN, TX, UT, VA, VT


Simona Bagwill

Client Service Associate
201-587-2031
simona.bagwill@ubs.com

Born and raised in Central Europe, Simona holds a Masters Degree in Education and Civics from Comenius University in Bratislava, Slovakia.  Most recently, she was affiliated with a private golf club in Bergen County where she was in charge of membership & marketing. Simona has worked in the hospitality industry for most of her carrier and strives to deliver exceptional client service. Joining our team in the spring of 2018, Simona provides administrative support to the team. She coordinates and assists in business development opportunities through marketing campaigns and business related endeavors.

In her spare time, she enjoys traveling, reading and exercising. She lives with her husband and son in New Jersey.


Sarah Entwistle

Client Service Associate
212-821-7230
sarah.entwistle@ubs.com

Sarah is the resident Project Manager for Entwistle Partners and acts as the point person for the team's client/prospective events and marketing efforts. She is very organized and process-driven and truly enjoys planning special events as a way of showing our clients how much they mean to us. Prior to working at UBS, she was a Tax Operations Analyst at Goldman Sachs and a Revenue Analyst at Clearlink, both located in Salt Lake City, UT. She moved back to the NYC area in 2017 to pursue her passion for cooking and recently completed her Culinary Arts degree at the Institute of Culinary Education in lower Manhattan. Outside of work, Sarah is passionate about cooking, traveling, snowboarding and being outdoors.