The Prentis Wealth Management Group is comprised of experienced professionals with diverse and complementary skill sets. Together, we have the depth and breadth of experience to provide personal retirement and wealth planning, as well as individualized, discretionary investment management.
Peter Prentis, CFP®, Managing Director – Investments - CERTIFIED FINANCIAL PLANNER™ professional and Financial Advisor for over 38 years.
Michael Prentis Knuff, CFP®, CIMA®, Senior Vice President – Investments - CERTIFIED FINANCIAL PLANNER™ professional, Certified Investment Management Analyst®, and Financial Advisor for over 10 years.
Stuart Bevan, Senior Vice President - Investments - Harvard MBA with over 16 years as a Financial Advisor and 20+ years of management consulting experience.
Andrew Bevan, CFA® , CAIA® , Financial Advisor - holds the Chartered Financial Analyst (CFA®) and Chartered Alternative Investment Analyst (CAIA®) designations and spent eight years working in institutional asset management prior to joining the Prentis Wealth Management Group as a Financial Advisor in 2018.
Joseph Bennett, Vice President, Senior Registered Client Associate - brings more than 30 years of advisory, trading and administrative expertise.
Edita Mertira, Senior Registered Client Associate - has over eight years of operational and administrative support experience.
Peter D. Prentis, CFP®
Managing Director- Investments
Peter brings over three decades of experience to his disciplined and prudent wealth management.
A senior PIM Portfolio Manager1, he is among the select financial advisors who are entrusted to manage client portfolios with discretionary authority through the Private Investment Management (PIM) program.
Peter is a CERTIFIED FINANCIAL PLANNERTM professional and has been with Wells Fargo Advisors and its predecessor firms, Wachovia Securities and Prudential Securities, since 1981.
As a Financial Advisor, Peter's ongoing success has been widely recognized. His honors include being recognized as a Best-in-State Wealth Advisor by Forbes2 in 2020, 2019 and 2018. He was also named to Barron's Top 1,000 Advisors in the Nation in 20093. He is a former Board Member of the International Association of Financial Planning (IAFP)-NY Chapter. Peter was the founding Chairman of the IAFP-NY Chapter's Wall Street Division and served as Vice-President, Education of the organization for three years. He also taught investment courses at The New School of Social Research in New York City from 1985 through 1995.
Peter earned a B.A. in business administration from The Colorado College and his CERTIFIED FINANCIAL PLANNERTM certification from Adelphi University. He holds Series 7, 31, and 66 securities registrations, as well as life, variable and long-term-care insurance licenses.
Away from the office
Peter lives in Quogue, NY. He has four girls and a yellow lab. Paula, his wife, has a Masters in Social Work and is an author and speaker on topics related to teen mental health and social emotional learning (SEL).
When not working on their respective life passions, Peter and Paula spend time with their family and friends in eastern Long Island where they enjoy an active outdoor lifestyle at the beach ocean-kayaking, and playing golf and tennis.
Michael Prentis Knuff, CFP®, CIMA®
Senior Vice President – Investments
Mike is a Financial Advisor and PIM Portfolio Manager1. As a PIM Portfolio Manager, he is among the select financial advisors who are entrusted to manage client portfolios with discretionary authority through the Private Investment Management (PIM) program.
Mike was recognized by Forbes as a Top Next Generation Advisor in 2020, 2019, and 20182, placing him in a select group of advisors nationwide that are leading the wealth management industry into the future. His credentials include achieving the CERTIFIED FINANCIAL PLANNER™ certification and the Certified Investment Management Analyst® designation from the Wharton School of Business at The University of Pennsylvania. He earned a Master of Science degree with a focus in Design, Scientific Decision Making, and Entrepreneurship from The Pennsylvania State University, where he also completed a Bachelor's degree in mechanical engineering with a business minor.
After an internship with the Prentis Wealth Management Group in 2001, Mike returned to a full-time position in 2008. Prior to joining Wells Fargo Advisors, he worked in Application Engineering and Business Development for Nuclear Power Plants at Flowserve Corporation in Phillipsburg, NJ; was a Special Effects Design Coordinator with FXperts Inc. in Sun Valley, CA, where he worked on the movie Pirates of the Caribbean 3; and was a Product Design Engineer at Ingersoll Rand in Annandale, NJ.
He holds Series 3, 7, and 66 securities registrations, in addition to life, variable, and long-term-care insurance, and a NJ mortgage originators license.
Away from the office
Mike lives in New Canaan, CT and spends his free time with his young daughter and his wife, Lili, who is a corporate litigation attorney. As a family, they like to stay active both physically and mentally, whether it be skiing in winter and surfing in summer or exploring museums and other cultural activities in Manhattan. They are avid travelers and try to visit one new place each year.
Mike is the lead singer and rhythm guitarist for a pop/rock cover band called Men or Myth that performs at various charity benefits and private functions in NYC and the surrounding areas. His music has led to his involvement with multiple charitable organizations, assisting with their event planning and fundraising efforts.
Mike is a member of the Junior Board of the Make-A-Wish Metro New York Chapter. He also volunteers his time as a “wish granter”, serving as a liaison between the organization and the critically ill wish children and their families.
J. Stuart Bevan
Senior Vice President – Investments
Stuart has been with Wells Fargo Advisors and its predecessor firms, Wachovia Securities and Prudential Securities, since 2002. He joined the Prentis Wealth Management Group in 2018.
Stuart brings a strong and diverse academic background to the group including a bachelor’s degree from Yale, an MA in accounting from the NYU Stern School of Business and an MBA from Harvard.
Stuart was formerly a Managing Director and a senior research analyst at Havens Advisors, LLC hedge fund in New York City, focusing on merger arbitrage. Before that, he worked for over 20 years as a management consultant, assisting senior executives with strategic planning, marketing and business development challenges. Stuart was a principal at the New England Consulting Group and Marketing Corporation of America. He began his consulting career with Booz Allen & Hamilton after working as a Product Manager at General Foods Corporation. His first job after college was as a senior accountant and CPA with Peat, Marwick, Mitchell & Co. in NYC. Stuart’s broad business background and experience working with senior executives in numerous industries adds value in the process of evaluating investment opportunities.
Stuart holds Series 7, and 66 securities registrations, in addition to life, variable, and long-term-care insurance.
Away from the office
Stuart enjoys golf, tennis, squash and singing. He and his wife, Karen, split their time between New York City and Newport, RI. Stuart is active in the International Tennis Hall of Fame tennis club, the Newport Reading Room, the Harvard Business School Club of SE New England and Wanumetonomy Golf & Country Club. He also sings and performs with the University Glee Club of NYC.
Andrew Bevan, CFA®, CAIA®
Andrew joined Prentis Wealth Management as a Financial Advisor in 2018 and has been working in the financial services industry in areas related to investing since 2010.
Andrew holds the Chartered Financial Analyst (CFA®) and Chartered Alternative Investment Analyst (CAIA®) designations, two of the investment management industry’s most rigorous graduate-level programs dedicated to security analysis, portfolio management and wealth planning.
Andrew began his career in asset management and spent four years with Horizon Kinetics, a $10 billion value-oriented investment firm in New York City, where he had responsibilities in business development, sales and client service. He then worked for eVestment (a NASDAQ, Inc. company), the institutional investment industry’s leading platform used to hire, track and evaluate professional money managers. As an industry specialist, Andrew worked closely with many types of clients – pension funds, endowments, family offices and asset managers – advising them on how to use data and technology more effectively in the investment and overall business decision-making process. Highlights of Andrew’s experience include presenting at key industry conferences, national sales meetings and other executive-level client gatherings of several of the world’s leading asset management firms.
Andrew graduated from Duke University with a B.A. in Political Science (International Relations) and a Music Minor. He holds Series 7, 63 and 65 securities registrations, in addition to life, variable, and long-term-care insurance licenses.
Away from the Office
Andrew enjoys spending his free time on music and tennis. He is a classically trained singer and also plays electric guitar. Andrew has performed concert solos with the Blue Hill Troupe, a New York City-based musical charity, and most recently with the University Glee Club at Lincoln Center.
Andrew is involved in several New York City charitable organizations. He is currently the Junior Committee Co-Chair for the Quadrille Ball, which raises scholarship funds for talented graduate and undergraduate students enrolled at U.S. and German universities.
Senior Registered Client Associate
Joseph Bennett brings more than 30 years of advisory, trading and administration experience to Prentis Wealth Management Group. After earning his Bachelor of Science in Finance Management, Joe began his career as a Financial Advisor at Lehman Brothers in Boston, MA, before being recruited by the Wells Fargo Advisors predecessor firm Prudential Securities in 1994.
After two years, Joe transitioned to a trading and administration position at Oppenheimer & Co. in New York City and then later returned to Prudential Securities in early 2000 to the Special Accounts Group catering to affluent individual investors and institutional middle market clients.
Joe joined Prentis Wealth Management Group in 2007, and assists with many of the group's research, advisory and administrative duties. He holds Series 7, 9, 10, 63 and 65 securities registrations in addition to life, variable, and long-term-care insurance licenses.
Associate Vice President
Senior Registered Client Associate
Edita Mertira has over eight years of experience in the securities industry. Edita’s solution oriented approach and empathetic nature are integral to her ability to provide exceptional client service support. Prior to joining the Prentis Wealth Management Group in 2017, Edita was the Operations Principal at Seven Points Capital. She earned her Bachelor of Administration in Finance and Investments with Honors from Baruch College- City University of New York. Edita holds Series 7, 27, and 63 securities registrations.
1. The PIM program is not designed for excessively traded or inactive accounts, and may not be suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.
2. The Forbes 2018 Best-In-State Advisor ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.
3. The Barron's Top 1000 rankings reflect assets under management, revenues, quality of the advisors practices and other factors. Assets managed for institutions are given less weight in the scoring. Portfolio performance is not a criterion because most advisors do not have audited track records. Criteria was based on more than 3000 filtered nominations from more than 100 investment, insurance, banking and other related independent financial firms.
*Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies. May not be available in all states.
*Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.