At PWM, our clients come first - always.
[ Success by Design ]
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.
William J. Prentice II, AWMA®, CFP®, CIMA®
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
Tax Adviser and Wealth Analyst
Anthony strives to add value to the client - adviser 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 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.
Kerrin Pestke, FPQP ™
Client Service Associate
Kerrin joined the Prentice Wealth Management team to enhance client services. She is the initial point of contact when calling or visiting our office and brings significant relationship building and administrative skills as demonstrated from her Financial Paraplanner Qualified Professional™ certification. 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, travelling and reading.
Public Relations & 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 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.
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.