beth genter | founder + president
Beth was fascinated by the gap in honest, conflict free advice delivered in a straightforward no jargon manner. It was also important to educate clients about the need for very diverse portfolios and the reduction of risk in a portfolio. She also discovered that individuals would benefit from education in estate planning techniques and taking a total view of their financial picture. After meeting with several Institutional and non-profit clients, it was clear that they were unable to keep up with their fiduciary responsibility of maintaining efficient and diverse portfolios. It was clear that consistent, long term professional advice is required to smooth out the revolving door aspect of the volunteer board members.
Prior to founding Schenley Beth directed the investment selections for her family’s investment company. She invested directly in the public, private markets, oil & gas and real estate. Previously she worked for Merrill Lynch in Pittsburgh and New York. Beth actively engages public speaking for non-profit investment committees and large groups.
In the Community
Formerly, Beth was the Chairman of the Audit Committee and on the Executive Committee at The Ellis School and served on the board at large for sixteen years. Formerly, on the Board of the Pittsburgh Symphony and she was the Chairman of the Soiree, the opening event of the PSO season. She served on the Executive Committee of the Carnegie Hero Commission for thirteen years.
Beth is active in the Pittsburgh Financial Planning Association and the Estate Planning Council of Pittsburgh.
Beth holds a M.S. from the University of Pittsburgh and a B.S. from West Virginia Wesleyan. She holds an Executive Certificate in Financial Planning from Duquesne University. She is currently a Resgistered Investment Advisor. In addition, she is a member of the Financial Planning Association. She holds a Life Accident and Health Insurance license (LAH) in the State of Pennsylvania. Beth is also a certified Divorce Financial Analyst TM practitioner CDFA®.
When not working at Schenley Beth enjoys playing tennis and skiing. She lives with her husband David and three daughters in Sewickley, PA.
Beth was recently featured in The Pittsburgh Foundation’s 2017 Forum “Charitable Giving by Design” and other publications such as the Pittsburgh Quarterly and the Pittsburgh Business Times