Prentice Wealth Management Team

Prentice Wealth Management provides a preeminent wealth management experience to those appreciating a partner focused on superior service. By retaining a select group of Wealth Managers in counsel to a limited number of clients, our Wealth Managers work collaboratively to address the needs of families and small business owners from our Rochester, NY office.

WILLIAM PRENTICE II, AWMA®, CFP®, CIMA®

Managing Partner

As founder and Managing Partner, William leads the practice at Prentice Wealth Management, LLC (PWM) partnering with a select group of clients. In addition to providing the strategic direction, he also oversees the financial planning and investment management operations for the firm. Prior to establishing PWM in 2008, William served as Vice President at Westminster Financial. He began his career in financial services as a representative with Northwestern Mutual Financial Network.

Rebecca Hilchey

Director of Operations

Rebecca supervises all aspects of daily operations and client services as well as managing the bookkeeping at PWM. Prior to joining PWM in 2005, she worked closely with Bill at Westminster Financial. She began her career in the financial services industry in 1997 as an executive assistant with Northwestern Mutual Financial Network. She obtained her Notary Public license in 2014. A graduate of Canisius College in Buffalo, she earned her Bachelor of Science degree in business management. A native of Oakfield, New York, Becky and her family now reside in Gates.

Wealth Management Advisor

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Anthony R. Vaccaro, CFA®

Wealth Management Advisor

Anthony strives to add value to the client - adviser relationship in three key areas; investment management, client service, and financial planning. Anthony began his career in the wealth management industry in 2001 after graduating from the University of Dayton with a degree in finance. He has a breadth of experience from managing the operations of large multi-national firms with branches in Syracuse and Rochester, to being a portfolio manager for a local boutique firm. In 2014, Anthony achieved a significant professional milestone in becoming a Chartered Financial Analyst (CFA®) charter holder. A Rochester native, Anthony now resides with his wife and two sons in Ontario, NY.

Connie Ciarico

Public Relations & Communications Specialist

Connie designs many of our marketing materials, oversees client communications and organizes and publicizes client events. She is also responsible for the content and design of our website, and that of our affiliate, Knightbridge Capital, LLC. Prior to joining PWM in 2010, she was employed at Northwestern Mutual Financial Network as Compliance Coordinator. She received her B.A. in Fine Arts from the State University of New York at Oswego and resides in Fairport, New York with her family.

Ryane Berberian

Client Service Associate

Ryane provides high level support to the wealth management team, establishing new financial accounts and attending to existing account service needs. She is also responsible for preparing customized financial reports and assisting with marketing and administrative tasks. Previously, she was employed as a Department Head at Cellular Sales of New York, LLC, where she managed over 30 store locations. Ryane is originally from the Syracuse area and has recently relocated to Rochester, New York.

AFFILIATES

Shawn Tesoro, CIO

Knightbridge Capital

Shawn brings significant financial markets experience to PWM through his many years in investment management, institutional equity research and asset custody and administration. He now looks to further broaden this experience in working with advisors and clients in managing asset allocation models and equity/hybrid portfolio baskets as part of a well-defined wealth management strategy. Most recently he was a seasoned analyst on BlackRock's Small/Mid Value Team based in Boston, where he resides with his family.

Rodriguez, Amanda Portrait 4

Amanda Rodriguez, Compliance & Trade Operations Supervisor

Knightbridge Capital

Amanda Rodriguez has joined the KbC team as Compliance and Trade Operations Supervisor. Amanda brings a depth of resources and years of industry experience, having spent the last several years as Advisory Services Supervisor at Cadaret, Grant & Co., Inc. She will be providing oversight and support to KbC’s investment operations, including compliance, execution, review and collaboration for the portfolio management and compliance teams. Amanda earned her B.S. in Business Administration and Management from the State University of New York at Oswego. She currently resides in Minoa, New York with her family.

Info

Securities offered through Cadaret, Grant & Co., Inc., Member FINRA/SIPC
Advisory services offered through Prentice Wealth Management, LLC, an SEC Registered Investment Advisor.
Prentice Wealth Management, LLC and Cadaret, Grant & Co., Inc. are separate entities.

Prentice Wealth Management, LLC (PWM) is a Registered Investment Advisor that is registered with the United States Securities and Exchange Commission ("SEC") and is notice filed in the state of New York and Florida. PWM only provides investment advisory services in states where it is notice filed or where it qualifies for an exemption. Our Form ADV is available upon request.

William J. Prentice II AWMA®, CFP®, CIMA®

is licensed to transact securities business in the following states:

CA, CT, DC, FL, GA, IN, MD, MA, MI, NJ, NY, NC, OR, PA, RI, SC and TX.