Prentice Wealth Management

Prentice does not publicly name its individual portfolio managers or investment committee members. The firm's website describes a team-based approach where a dedicated group of advisors works with each client household, implying that investment decisions are made collaboratively at the advisor level under the firm's fiduciary framework rather than by a single named CIO. Specific leadership names were not found in the sources reviewed.

Prentice lists nonprofits, endowments, and foundations as a distinct client segment within its single advisory practice. The firm describes managing investment portfolios, establishing spending policies, and balancing growth objectives with current needs for these institutional clients — all delivered through the same team-based fiduciary structure that serves its private clients, rather than through a legally separate entity or dedicated institutional division.