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.
William J. Prentice II, AWMA®, CFP®, CIMA®
Managing Partner
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. These positions include the Alumni Advisor Board of Directors, SCOB Dean’s Advisory Council and Executive Board, and Chairperson of the RIT Rochester Alumni Chapter. In addition, he regularly volunteers as a guest speaker, student mentor and career counselor at RIT. A strong advocate for the power of personal improvement through education, William has served in similar capacities at SUNY Brockport, St. John Fisher College and Nazareth College, and offers internship opportunities for students when possible, at PWM.
In 2010, William established the Prentice Family Endowed Scholarship for first-generation college students at RIT. 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.
Anthony R. Vaccaro, CFP®, CFA®, Enrolled Agent, CDFA®
Wealth Analyst & Tax Advisor
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, NY.
Kerrin Pestke, FPQP TM
Client Service Associate
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 where she enjoys getting together with extended family and friends, traveling, and reading.
Connie Ciarico
Marketing & Communications Specialist
Connie is responsible for the branding and design of our internal and external marketing materials, client communications and social media presence. She also organizes and publicizes client events and manages the content and design of our website, and the websites of our affiliates, Knightbridge Capital, LLC and Werth Wealth Planning. 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.
Shawn Tesoro
Chief Investment Officer, Knightbridge Capital
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 Rodriguez
Senior Director of Trading & Operations, Knightbridge Capital
Amanda has 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 currently 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.
