PRENTICE WEALTH MANAGEMENT

William Prentice II, AWMA®, CFP®, CIMA®

Managing Partner

Shawn Tesoro

Partner

Amanda Rodriguez

Senior Director of Trading and Operations

Leadership

Bill Prentice provides strategic leadership for his wealth management firm, overseeing all aspects of its planning processes while serving as chief compliance officer, where he ensures clients’ interests always come first. In the industry since 1998, he earned his BS in Finance in 1999, followed by the Accredited Wealth Management Advisor℠ designation in 2010, the CERTIFIED FINANCIAL PLANNER™ certification in 2011, and the Certified Investment Management Analyst® designation in 2013. Prentice believes education and hard work empower anyone to change their circumstances. He values building deep client relationships, offering guidance that brings confidence, clarity, and long‑term security to the families he serves.

Managing Partner

William Prentice II, AWMA®, CFP®, CIMA®

Shawn Tesoro serves as chief investment officer, overseeing investment management, financial oversight, and the firm’s strategic initiatives. With more than 30 years of experience across investment management, institutional equity research, and asset custody, he brings a broad and disciplined perspective to portfolio construction and asset allocation. Tesoro’s career includes roles at Wachovia Securities, Adams, Harkness & Hill, and significant tenure as an analyst on BlackRock’s small to mid-value team in Boston. Driven by a lifelong fascination with financial markets, he focuses on cutting through market noise to provide clarity, stability, and thoughtful guidance to clients, ensuring their investments align with long‑term wealth objectives.

Partner

Shawn Tesoro

Amanda Rodriguez is senior director of trading and operations; overseeing the client service associate team; managing HR functions, and leading trading, billing, and operational systems as part of the firm’s leadership team. With 20 years of industry experience, including her tenure as advisory services supervisor at Cadaret, Grant & Co., she brings strong expertise in compliance, execution, and investment operations. Rodriguez holds Series 7 and 24 licenses through LPL Financial and earned her BS in Business Administration from SUNY Oswego. She is dedicated to developing talent and building efficient processes that elevate the client experience.

Senior Director of Trading and Operations

Amanda Rodriguez

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Robert C. Johnson III

Executive Vice President of Commercial Binding Property and Casualty

Robert C. Johnson III is a board member and executive vice president of the commercial lines division at Johnson & Johnson (J&J). He began his career at J&J in 2015 after internships with Nautilus Insurance Company, Markel Specialty, and Lloyd’s of London, bringing broad market insight to the family business. Johnson has been instrumental in expanding J&J’s commercial footprint across multiple states and has led key initiatives in product development and underwriting that have supported strong, consistent growth. He also serves on the Munich Re Advisory Board, contributing to strategic planning and market development. Born and raised in Charleston, Johnson graduated from the College of Charleston with a degree in business administration. He and his wife, Anne Darby – his high school sweetheart – have three children and enjoy spending time together outdoors, especially fishing, hunting, and boating.

Executive Vice President of Commercial Binding Property and Casualty

Robert C. Johnson III

Peter Burrous

Chief Marketing Officer

Peter Burrous is chief marketing officer at Johnson & Johnson (J&J) and has been with the company for more than two decades. After graduating from the University of Virginia in 1981, he spent 20 years at The Coca-Cola Company in a variety of sales and marketing roles, building a deep understanding of brand, distribution, and customer relationships. Burrous joined J&J in 2003 to create and lead an industry-leading sales and marketing team. Today, he and his team oversee agency partnerships and J&J’s overall sales and marketing strategy. A member of the Trident United Way Tocqueville Society, Burrous lives in Mt. Pleasant, South Carolina, with his wife, Catherine. They have four children – Peter, Bradford, Leslie, and Web – and three grandchildren. In his free time, Burrous enjoys flying, traveling, boating, and skiing.

Chief Marketing Officer

Peter Burrous

Prentice Wealth Management (PWM) was established in 2008 during one of the most turbulent financial periods in modern history. From its beginnings as a small firm with two professionals and $25 million in assets under management, PWM has grown into a thriving hybrid Registered Investment Advisor with 12 associates managing and supporting over $600 million in client assets. Over the past three years, PWM has grown its footprint by acquiring and renovating a larger headquarters in Rochester, NY, while supporting regional offices near Boston, MA and suburban Charlotte, NC. With a client retention rate of over 99 percent, the firm proudly serves clients across 36 states. The culture at PWM is grounded in the fiduciary standard, emphasizing client-first values, continuous improvement, and collaboration since its inception. In 2014, PWM expanded its reach by launching an affiliate model to support like-minded financial professionals with portfolio management solutions, financial planning support, and practice management resources. In 2017, PWM introduced tax preparation services to offer clients a more convenient and cost-effective solution. Beyond serving its clients, PWM encourages continuous professional development among its team and strives to be a positive force in the community. Together, these commitments define PWM’s unique culture.

“Monarch E&S has the products, talent, expertise, and reputation to get deals done with our strategic partners and clients, which is essentially table stakes”

Yiana Stavrakis, Monarch E&S Insurance Services

Steven E. Craig

Chief Financial Officer

Nealy Farshadi

Principal, Strategic Client Relations

Christopher Welty

Chief Human Resources Officer

Simon Williams

Chief Strategy & Distribution Officer, Arch Insurance International and Active Underwriter, Syndicate 1955

Steven E. Craig is the chief financial officer of Johnson & Johnson, bringing a strong blend of financial and legal expertise to the leadership team. He earned his BS in finance from Clemson University in 1988, his JD from the University of South Carolina School of Law in 1993, and his LLM in taxation from New York University School of Law in 1995. After practicing tax law for 15 years, Craig joined J&J as CFO in 2010. He lives in Charleston with his wife, Molly, and their three children – Craig, Macy, and Michael. In his free time, he enjoys playing golf, traveling, hunting, boating, and spending time outdoors.

Chief Financial Officer

Steven E. Craig

Nealy Farshadi is instrumental in helping strengthen and grow Brown & Riding’s (B&R) client relationships. She maintains and improves quality procedures, oversees B&R’s ISO certification, and manages the firm’s client feedback program. Her contributions enable the executive management team to act on client input effectively. As a result, B&R’s client feedback scores greatly exceed the average and continue to improve each year. Farshadi also supports and furthers the growth of B&R and its employees by contributing to professional development within the organization and being a resource to staff.

Principal, Strategic Client Relations

Nealy Farshadi

Christopher Welty is dedicated to aligning employees with Brown & Riding (B&R)’s vision and values, fostering mutual growth for all. During his tenure, B&R has more than quadrupled in size. He has helped successfully integrate the company through two mergers and has been a strong advocate for many of the company’s important benefit plan enhancements and development programs. He excels at collaboration and has been a key contributor in establishing and promoting the company’s culture and offering programs and opportunities to help employees build a rewarding career. Welty joined B&R in 2007 as an HR assistant. His dedication and talent earned swift advancement, culminating in his appointment as the firm’s chief human resources officer in 2019.

Chief Human Resources Officer

Christopher Welty

Kimi leads the Estate Planning and Wealth Protection team and is a member of the Society of Trust and Estate Practitioners. She understands the complex and delicate nature of family estate planning, the technical requirements around probate and estate administration, and the importance of preserving wealth for future generations. Her advice is accurate, commercial, strategic and tailored to each situation.

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Kimi Shah

Partner

Kimi Shah

Partner

Kimi Shah

maintaining an in-house team of more than 20 programmers to facilitate fast improvements direct bill options to streamline the payment process for the agent and the insured providing IVANS policy downloads that enable up to 30 percent labor savings to independent agencies delivering online capabilities including rating, policy documents, payments, and claims reporting

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“We will continue to strengthen our service proposition and customer experience as a key differentiator, as we build on the momentum we have achieved to date across multiple business lines and territories,” says McLean. “Our im is to continue to grow our market relevance and strengthen our partnerships with our strategic brokers as we expand our leadership position in key sectors. “We will also continue to invest in talent. We are committed to drawing from the broadest pools of talent, and to creating an environment that attracts and retains stellar employees. We recognise the importance of building teams that are diverse, collaborative, and innovative and are dedicated to cultivating a supportive and inclusive workplace culture in which all our employees can thrive.”

Monarch’s sister company, Capitol Special Risks, is now part of the Monarch umbrella to provide retail broker customers with expertise and markets in the professional, management, and cyber liability space. “I am very proud of our young and dynamic leadership team,” says Derek Borisoff, chief executive officer of Monarch E&S. “Stefanie McLeod, vice president of personal lines, and Devon Borisoff, vice president of commercial lines, are led by Yiana Stavrakis, our very capable president. All three are known standouts in our industry who lead by example in both work ethic and desire to solve problems. Our firm’s outstanding performance is a result of their positive communications with our people, superb carrier relationships, and proactive management style.” As a full-service MGA and wholesale brokerage, Monarch gives retail insurance brokers access to many different lines of business through its commercial lines, personal lines, professional lines, transportation, mining/energy, CAT property, earthquake, and flood departments. “Monarch E&S has the products, talent, expertise, and reputation to get deals done with our strategic partners and clients, which is essentially table stakes,” says Yiana Stavrakis, president at Monarch E&S. “How do we go above and beyond? We aim to work on every deal, regardless of size, as if it were our personal account and provide our retail brokers with problem-solving competencies to handle hard-to-place risks. Most competitors do not provide the same level of service for smaller brokers and risks as they do for larger ones. Monarch thrives when it comes to providing solutions for small to mid-market risks.”

relationships and teamwork embracing and driving change holding teammates accountable pursuing excellence with humility giving back to the community

Furthermore, talent acquisition and retention pose a significant challenge and are at the forefront of most business leaders’ minds during this unique time. The insurance industry has been aware for years of a looming talent shortage caused by the Baby Boomer generation’s retirement and is now experiencing a war for talent. “Monarch has been able to overcome this talent acquisition challenge by staying true to who we are, a family environment with national resources, which is something we will continue to encourage and promote,” says Stavrakis. “When working for a team like ours, you are not another cog in the wheel but have the opportunity to make your mark and grow with us as we build out Monarch 2.0.” Monarch E&S Insurance Services is licensed in every state and is continuously finding ways to enhance its team, client, and carrier partner experiences. Get ready for the royal treatment as Monarch 2.0 expands digitally.

“I am very proud of our young and dynamic leadership team. Our firm’s outstanding performance is a result of their positive communications with our people, superb carrier relationships, and proactive management style”

Derek Borisoff, Monarch E&S Insurance Services

Yiana Stavrakis, Monarch E&S Insurance Services