Gary Wentling is the Director of Finance and Operations for PRW Wealth Management LLC. His primary responsibility is managing the firm’s daily operations. This includes workflow and project oversight, financial accounting, computer network administration, human resource administration, and team management.
Gary has over 25 years of experience in the financial services industry. Prior to joining PRW, he was the Vice President of Operations for a regional appraisal and consulting firm. Previously, he worked for the commercial lending division of a major trust company, where his responsibilities included financial analysis and internal support.
Gary earned a Bachelor of Arts degree in History with a concentration in Political Science from Westchester University of Pennsylvania and a Masters of Business Administration from Babson College.
Investment advisory services offered through PRW Wealth Management LLC. Securities offered through Lion Street Financial, LLC, member FINRA/SIPC (LSF). PRW and LSF are not affiliated. Life Insurance products offered through PRW Associates Insurance Agency, Inc. PRW does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Asset Allocation does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk.