Robert Gentry
Partner Advisor
CFA®
With nearly 40 years of financial sector expertise, Chartered Financial Analyst (CFA®) Robert Gentry is a partner-advisor in Allworth’s Lafayette, California, office. A Bay Area native, before becoming a partner at Stewart and Patten Company, he was a founding-principal and CFO of a software consulting firm. Prior to that, he held positions at Franklin Templeton Funds and an investment firm that specialized in Latin American finance. Rob has a B.S. from the University of California at Davis and holds a master’s from St. Mary’s College.
Having worked for a family-oriented firm like Stewart and Patten for 27 years, you come to think of the people you work with as much more than clients. We’ve had the pleasure of fostering relationships and working with families across generations. Maintaining continuity in service and investment philosophy, and having the chance to assist the children and grandchildren of long-time clients makes what we do so rewarding.
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