Robert Gentry

Robert Gentry is a Partner Advisor and Chartered Financial Analyst at Allworth Financial. Allworth’s profile describes him as a Bay Area native with 40 years of financial-sector experience and says he works from the firm’s Lafayette, California office.

Before joining Allworth, Gentry was a partner at Stewart and Patten Company, a Lafayette-based advisory firm that merged with Allworth in 2024. Public coverage of the transaction described Stewart & Patten as a principal-owned wealth management firm founded in 1965 by Ronald S. Patten and John K. Stewart, with more than $1 billion in assets under management.

Gentry’s earlier career includes co-founding and serving as CFO of a software consulting firm, working at Franklin Templeton Funds, and working at an investment firm focused on Latin American finance. He earned a B.S. from the University of California, Davis, and a master’s degree from Saint Mary’s College.

Public sources reviewed did not verify the stub claim that Gentry is an angel investor or seed-stage startup investor. The verifiable record identifies him as a registered wealth-management professional, not a venture investor.

• Gentry’s stated investment-management philosophy is to “participate in market gains while managing downside risk.”
• His advisory approach emphasizes understanding clients’ broader financial goals, lifestyle needs, family dynamics, cash-flow requirements, and estate or tax planning context before managing the portfolio.
• Stewart & Patten’s client base was described as families, trusts, charitable foundations, retirement plans, estates, and corporations.
• Public reporting described Stewart & Patten client portfolios as invested in stocks, taxable and tax-exempt bonds, and short-term instruments such as Treasury bills and money market funds.
• No public source reviewed verified a venture/angel check size, seed-stage mandate, or startup-sector thesis.