Our Talent...Your 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 advisers in counsel to a limited number of clients, our associates work collaboratively to address the needs of families and small business owners from our Rochester, NY office.
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 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. Click to read more...
Director of Operations, Notary Public
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.
Anthony R. Vaccaro, 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, 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.
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 holds the Wealth Management SpecialistSM designation from the College for Financial Planning®. 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.
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.
Tim has joined the PWM team as a Wealth Planner to expand the breadth and depth of services available to clients in the Rochester area. He has over 20 years of industry experience, consulting with small business owners and high net worth individuals to advance their financial goals. Tim holds his Accredited Wealth Management Advisor℠ designation from the College for Financial Planning and earned his BS in Economics from St. John Fisher College. He resides in West Henrietta with his family and enjoys volunteering as a firefighter and youth soccer coach outside of work.
Client Service Associate, Notary Public
Danielle has joined the administrative team to further elevate the client experience at PWM. She has significant relationship building and account maintenance experience developed from prior positions at Ameriprise Financial and American Portfolios. She holds her Notary Public license and is a Fairport native, where she currently resides. In her free time, Danielle enjoys running, boating, and keeping busy with football games and dance recitals with her son and daughter.
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.
Compliance & Trade Operations Supervisor, 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.