Experience Makes all the difference

Successful individuals and families work with Entwistle Partners to:

  • Develop and implement a comprehensive wealth management plan to reach their financial dreams.
  • Make smarter 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
Private Wealth Advisor
Senior Portfolio Manager
201-587-2730
kathleen.entwistle@ubs.com
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Kathleen was selected by Forbes as a top 200 female financial advisor in the country in 2017. Kathy has been in the financial services industry for more than 25 years and has been recognized with multiple awards and designations for her achievements during her tenure at both Morgan Stanley and UBS. In 2014, she was selected as a “Top 50 Advisory Practice” at UBS in the Americas, out of over 7,000 advisors. Kathy has also earned industry recognition, having been nominated for Barron’s “Top Women Financial Advisors” for the last three consecutive years. She has been selected to attend Barron’s “Top Women’s Advisor Summit” every year since 2009.

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. In 2014, Kathy was invited to join UBS Private Wealth Management, a select group of 450 Financial Advisors at UBS, which serve the ultra high net worth client and their families.

Kathy began her career as an Officer in the Corporate Trust Department of Manufacturers Hanover Trust in New York City. In 2001, she joined Morgan Stanley where she held the role of Vice President and Wealth Advisor. Kathy moved to UBS in 2007 and subsequently formed Entwistle Partners, creating a team with dedicated specialists to best advise and service her clients.

The focus of Kathy’s practice is comprehensive wealth advice, which begins with a discovery meeting that addresses the goals, values and priorities of each client. Through a detailed multi-meeting process, she provides strategies and solutions that go beyond investing. Her select group of clients includes affluent families, women in transition, successful business owners and corporate executives.

Kathy received a B.S. degree in business administration from Providence College and her M.B.A. from Fordham University with a concentration in finance. She is a Certified Financial PlannerTM (CFP®) and a Certified Divorce Financial Analyst® (CDFA®).

Outside of work, Kathy serves on the Board of Directors of 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 the Ridgewood A.M. Rotary. She is an active member of the Commerce and Industry Association of New Jersey, Women United in Philanthropy and co-founder of an executive women's’ networking group. Kathy lives in Ridgewood with her husband, Tim, and has three grown children.


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 Anne Sneyer

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

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


Luke Fehlner 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


Kevin Connor Entwistle

Senior Wealth Strategy Associate
201-587-2308
kevin.entwistle@ubs.com

Kevin has been in the financial services industry for 4 years and holds his Series 7, and 66 licenses and has earned the Chartered Retirement Planning Counselor designation (CRPC®).  Kevin will be joining the team as a junior advisor, with a focus on relationship management and outreach.  Bringing experience in investment research and due diligence, Kevin will work with Luke and Kathy to review portfolio allocations, investment selections and monitor overall risk.  Kevin will dedicate most of his time to working with Millennial clients and helping them understand the resources and capabilities they can expect out of Entwistle Partners. 

 

He is a graduate of Providence College with a B.S. in Finance and Accounting.  Kevin began his career  working for Putnam Investments as a Global Distribution Associate in their rotational program which included Global Investment Strategies, Strategic Accounts, Relationship Management and the RIA channel.  He was placed out of the program as an Investment Product Analyst on the Global Investment Strategies group where he developed new product proposals which included product design and positioning, industry studies, pricing, and competitive analysis for Putnam’s Senior Management and Board of Directors.  Kevin later became an Analyst for a Private Banking and Investment Group at Merrill Lynch where he performed research and due diligence on investment products and created performance reports, balance sheets and investment proposals for clients.  Outside of work, Kevin is an active runner and enjoys playing guitar 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


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


Simona Szocsova

Client Service Associate
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 Elizabeth Entwistle

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

Sarah coordinates all of the team's marketing, advertising and client/prospective events. 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 is currently pursuing a Culinary Arts degree at the Institute of Culinary Education in lower Manhattan and is working with the team part-time in the afternoons.

Outside of work, Sarah is passionate about cooking, traveling, snowboarding and being outdoors.