Kathy Entwistle is a Managing Director and Private Wealth Advisor at Morgan Stanley. She leads the True North 360 Group, a highly experienced, multigenerational team of investing, wealth planning, and client service professionals with a presence in both New York City and New Jersey. Combining her team’s talents with the vast global resources of the firm, she helps senior executives, successful entrepreneurs, headlining entertainers and their families address the complex challenges of managing generational wealth. Thanks to the trust her clients have placed in her, Kathy was named to Forbes’ list of Top 200 Women Advisors from 2017 through 2023 as well as the list of Forbes’ Best-In-State Wealth Advisors from 2017 through 2023.

Kathy prides herself on her ability to build authentic relationships, convey new ideas, and provide guidance based on a genuine concern for her clients’ well-being. She has the knowledge and experience to generate sophisticated solutions to address the most complex challenges, but also possesses the rare ability to clearly communicate how those solutions work and why they are appropriate. Her mission to make advanced wealth management concepts and resources accessible inspired her to begin her advisory career at Morgan Stanley in 2001. It fueled the growth of her practice during her 13 years with UBS Private Wealth Management and continues to be the hallmark of her team today.

Kathy received her B.S. from Providence College and went on to earn an MBA from Fordham University. Committed to constantly improving the quality of advice and range of services she can offer her clients, she went on to earn designations as a Certified Financial Planner® and Certified Divorce Financial Analyst and she holds the series 7 and 66 licenses. She has also earned an internal designation as a Morgan Stanley Sports and Entertainment Director and is well-versed in the unique challenges of those who make their living in the spotlight. Kathy serves on the Executive Leadership Committee of the American Heart Association. 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 friends, and staying active.