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Head of Financial Planning

Gillian is Head of Financial Planning at enTrust Wealth Advisors. She has extensive experience in private wealth management and private equity real estate, with a deep knowledge base and experience that includes financial analysis, portfolio management, relationship management, and alternative investments.

Gillian received a BS in Accounting from Binghamton University, holds the designation of Chartered Financial Analyst® and is a non-practicing CPA.

A native New Yorker, Gillian has lived in San Diego for almost twenty years. She is an active member of the community, including roles she has served as a member of the Torrey Pines High School Foundation Board of Directors, as well as the program committees of the CFA Society of San Diego.