Financial Planning Wealth Management College Planning Life Insurance History Established in 1997. The inspiration for Schenley came after Genter realized that most individuals were woefully uneducated about estate planning and the critical need for diversifying and managing risk within their portfolios. She also understood there was a real shortage of straightforward, impartial financial advice offered in the industry. In March of 1997, she launched the firm with ten clients.Today, Schenley has grown by tenfold, its clientele and brings more than 25 years of experience and research acumen to counsel a diverse group of clients on choosing an investment plan that performs solely for their specific needs. The firm has guided millennials trying to find their futures, families in need of rainy day reserves and generations hoping to preserve and grow their wealth. The firm also ensures that nonprofits and pension portfolios have diverse portfolios poised for growth, conservation of principal and low fees.
Beth was fascinated by the gap in honest, conflict free advice delivered in a straightforward no jargon manor. Prior to founding Schenley Beth directed the investment selections for her family's investment company. She invested directly in in 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. Formerly, Beth was the Chairman of the Audit Committee and on the Executive Committee at The Ellis School, she served on the board at large for sixteen years. Formerly, on the Board of the Pittsburgh Symphony. 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. A Series 65 License, Uniform Investment Adviser Law. In addition, a Life Accident and Health Insurance license in the State of Pennsylvania. She is active in t
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246 Buckingham Drive, Pittsburgh, PA, 15237 United States
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9600 Perry Hwy, Pittsburgh, PA, 15237 United States