Kevin Entwistle

About Kevin Entwistle

Helping preserve generational wealth is our mission, and we are inspired you are here. True North 360 at Morgan Stanley supports visionary family offices, family businesses, and their Limited Partner and General Partner relationships within various verticals including tech, consumer healthcare, real estate and industrials. Our clients extend to all areas of the M&A spectrum, including public and private founders, emerging private equity and venture capital funds, and the principals and partners driving their funds\' growth. Core to our approach is carving out an edge, by positioning as a bridge between the private ecosystem and the influential industry leaders that back families, funds and founders.We founded True North 360 in 2001 to help connect the most relentlessly ambitious investors to the capital and resources that they need to succeed, and we strive to offer you the same care and connection. We refer to our model as pathway driven, in that there are numerous points of entry for us to lead our relationships through an entire client journey, both on the business and personal side, such as through corporate cash management and lending solutions, block trades or private market access.To us, abundance is not an end state, but your True North, providing an aspiring foundation for continued success. Simply told, True North 360 is about expressing range in the outside, and inside the box, problem solving. Because the ever shifting dynamics of wealth creation, the “who”, the “what” and “where” of our client population requires us to constantly evolve and improve the way we work, we are keen on sharpening your focus and providing you with a directional edge, all the while remaining adaptive to the changing circumstances of your life. We’re nothing without our people. Our experienced and talented team approaches each challenge with energy, creativity, and care. Given some of our team\'s roots in family owned businesses, entrepreneurship and co-investing, we appreciate the due diligence, processes and architecture required to provide a high touch service.There are many options, but there is one thing we celebrate - underdogs. It doesn\'t matter who you are or how you generated your wealth, we all have been underdogs. This spirit fuels us to assist your march towards a multi generational era of abundance, one which can become, and remain, your True North.

Experience

1. Vice President, Private Wealth Advisor

   Morgan Stanley

   Jun 2020 — Present · New York, NY, US

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Education

• Providence College

  Bachelor of Science (B.S.), Accounting and Finance

  2011 — 2015

• Columbia Business School

  MBA (executive)

  2023 — 2025

• Ridgewood High School

  High School

  2009 — 2011

Skills

• Live Events
• Client Service Oriented
• Mountaineering
• Oral & Written Communication Skills
• Collaborative Environment
• Organizational Leadership
• Musicians
• Financial Accounting
• Critical Thinking
• Communication
• Equities
• Minute Taking
• Fixed Income
• Microsoft Office
• Sales
• Public Speaking
• Estate Planning
• Event Management
• Research
• Portfolio Management
• Sustainable Energy
• Internships
• Philanthropy
• Wealth Preservation Planning
• Wealth Management
• Powerpoint
• Microsoft Excel
• Municipalities
• Finance
• Microsoft Word
• Team Leadership
• Technical Analysis
• Intercollegiate Athletics
• Equity Research
• Fixed Income Analysis
• Fundraising
• Quantitative Research
• Event Planning
• Data Analysis
• Client Services