Our Talent...Your Team
At PWM, our clients come first - always.
We believe that everyone should have an equal playing field in the pursuit of financial security. Regardless of background, education, or wealth status, we believe you can achieve a stable future. We challenge industry standards by providing guidance and expertise for all that life throws at you. We do this by being more than just great wealth managers, we become a vital partner for all your life decisions.
ACCREDITED WEALTH MANAGEMENT ADVISOR℠
CERTIFIED FINANCIAL PLANNER™
CERTIFIED INVESTMENT MANAGEMENT ANALYST®
As founder and Managing Partner, William leads our wealth management team at PWM. In addition to overseeing the financial planning and investment management operations, he acts as the chief compliance officer and sets the strategic direction for the firm. Prior to launching PWM in 2008, William worked as Vice President at Westminster Financial for 3 years after spending 6 years at the Northwestern Mutual Financial Network.
William graduated from the Rochester Institute of Technology with a finance degree. An active alumnus, he has served in many positions within the Saunders College of Business and the Institute at large. A strong advocate for the power of personal improvement through education, William established the Prentice Family Endowed Scholarship for first-generation college students at RIT in 2010. This scholarship is intended to perpetually honor his parents, Charles and Judith Prentice for their commitment to his education and to support those in need as they strive to create a better life for their children through personal improvement.
CERTIFIED FINANCIAL PLANNER™
CHARTERED FINANCIAL ANALYST®
CERTIFIED DIVORCE FINANCIAL ANALYST™
Anthony strives to add value to the client - advisor relationship in four key areas; investment management, client service, tax preparation 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 attained 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. He continues to pursue significant professional advancement, attaining his Certified Financial Planner (CFP®) certification in 2022, becoming a Chartered Financial Analyst (CFA®) charter holder in 2014, an Enrolled Agent with the IRS in 2018 and a Certified Divorce Financial AnalystTM in 2020. He currently holds Series 7 and 66 licenses and is registered in the states of New York and Florida. A Rochester native, Anthony now resides with his wife and two sons in Ontario, New York.
FINANCIAL PARAPLANNER QUALIFIED PROFESSIONALTM
Kerrin provides highly specialized client support and account services as part of the administrative team, reinforced by her Financial Paraplanner Qualified ProfessionalTM certification. Additionally, she is a licensed Notary Public in the state of New York. Previously, she was employed at KeyBank and AT&T Mobility. Kerrin earned her Associates degree from Bristol Community College and is originally from New Bedford, Massachusetts. She currently resides in Greece, NY with her family which includes her husband David, children Samantha, Hunter and Cooper and Goldendoodle Poppy. In her spare time, she loves planning activities for the kids, traveling, and reading.
Maddy works in tandem with Kerrin to elevate our administrative team. She is the initial point of contact when calling or visiting our office and brings significant organizational, analytical and interpersonal skills attained from her prior position at ESL as a Relationship Banker. She holds dual major BA degrees in economics and health, behavior and society, with a minor in women's studies from the University of Rochester. Maddy was born and raised in Rochester, where she currently resides and she enjoys visiting her cow Jethro, donkeys, chickens and a goat that live on a family farm in Corning. Her special interests are landscape painting, puzzles and yoga/meditation.
Shawn brings significant financial markets experience to PWM from his many years in investment management, institutional equity research and asset custody and administration. He now looks to further broaden this experience by working with advisers and clients 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 to Mid Value Team based in Boston, where he resides with his family.
Amanda supervises trading and operations management for our firm and brings a depth of resources and years of industry experience, gained from her prior position as Advisory Services Supervisor at Cadaret, Grant & Co., Inc. Additionally, she provides oversight and support to KbC's investment operations, including compliance, execution, review and collaboration for the portfolio management teams. Amanda earned her B.S in Business Administration from the State University of New York at Oswego. She currently resides in Minoa, New York with her family.
Connie is responsible for the branding and design of our internal and external marketing materials, client communications and social media presence. She also oversees the planning and promotion of client events and manages the content and design of our website, and the website of Knightbridge Capital, LLC. Prior to joining PWM in 2010, she was employed at Northwestern Mutual Financial Network as a 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.