Kelly Cullen Gentles 2018-03-20T15:10:45+00:00

Kelly Cullen Gentles, CIMA

Director, Client Service & Investment Research

kelly

Throughout my career, my focus has always been on client services.

When interacting with clients it is satisfying to know that, in a small way, I have made their life a little easier.

I began by managing complex client relationships for large institutional asset managers who were responsible for advising huge pension plans, foundations, and endowment plans. That experience gave me an understanding of the inner-workings of fund managers, what might be described as a behind-the-scenes look. In my role at Entrust I feel this is a benefit to the end client, because I can use that understanding in my role here.

I love working for Entrust because I am working with a team that genuinely cares about each client. I am excited to be part of the process of helping clients to make a better life for themselves by eliminating the stress that comes from not having a plan to be prepared for the future.

Entrust takes a holistic approach to wealth planning that addresses financial concerns beyond just investments. They really get into the heart of what matters to clients: what their goals are; how to best use and protect their resources; how to live in line with their values; and ultimately—how to benefit their loved ones. What could be better than that?

My passion for providing outstanding client service led me to attain the Certified Investment Management Analyst® designation, an advanced investment consulting designation which demonstrates competency in the broad and complex arena of investment knowledge. This accomplishment positioned me to be selected as the Chair of the Entrust Investment Committee.

I am proud to work at Entrust, one of the few women-owned independent registered investment advisory firms in a male-dominated industry. Its woman-founded, women-owned status gives it a unique culture–a refreshing difference from many of the other advisory firms out there.

Throughout my career, my focus has always been on client services.

When interacting with clients it is satisfying to know that, in a small way, I have made their life a little easier.

I began by managing complex client relationships for large institutional asset managers who were responsible for advising huge pension plans, foundations, and endowment plans. That experience gave me an understanding of the inner-workings of fund managers, what might be described as a behind-the-scenes look. In my role at Entrust I feel this is a benefit to the end client, because I can use that understanding in my role here.

I love working for Entrust because I am working with a team that genuinely cares about each client. I am excited to be part of the process of helping clients to make a better life for themselves by eliminating the stress that comes from not having a plan to be prepared for the future.

Entrust takes a holistic approach to wealth planning that addresses financial concerns beyond just investments. They really get into the heart of what matters to clients: what their goals are; how to best use and protect their resources; how to live in line with their values; and ultimately—how to benefit their loved ones. What could be better than that?

My passion for providing outstanding client service led me to attain the Certified Investment Management Analyst® designation, an advanced investment consulting designation which demonstrates competency in the broad and complex arena of investment knowledge. This accomplishment positioned me to be selected as the Chair of the Entrust Investment Committee.

I am proud to work at Entrust, one of the few women-owned independent registered investment advisory firms in a male-dominated industry. Its woman-founded, women-owned status gives it a unique culture–a refreshing difference from many of the other advisory firms out there.

Expertise Includes:

  • Investment portfolio construction
  • Client service

Education:

  • Investment Management Consultants Association in partnership with Haas School of Business, University of California, Berkeley
    Certified Investment Management Analyst® designation, 2007
  • Temple University, Philadelphia, PA
    Bachelor of Science in Business Administration, 1991

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Entrust Financial LLC®
Wayne, PA | Phone: 610-687-3515 | Fax: 610-687-3595
Financial Advisors Serving in Pennsylvania: Montgomery, Chester, Philadelphia and Delaware Counties
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Our Mission:
Money is a powerful tool, a tool that serves our families, our values, ourselves. The Entrust team partners with each client, first to help them make good financial decisions in all aspects of their lives and second, to put their money to work—so they may achieve all that is important to them. We create a better life experience.