Meet your team

At WNY Asset Management, we give our clients the expertise and strategic insight they need to reach their financial goals. We have the team to help you go after your goals and focus on enjoying what lies ahead.

Wealth Managers

Thomas Duerr, CPA, MBA, RFC | Managing Partner and Co-Founder

Tom is managing partner and co-founder of WNY Asset Management. He is a member of the firm’s Investment Management Committee where he uses his more than 30 years of experience in finance and economics to help construct our firm’s various investment models. Tom is a graduate of the Rochester Institute of Technology where he earned an MBA. He began his career with the world’s largest CPA Firm, Coopers & Lybrand. Tom has held a number of senior financial and management positions with Fortune 500 type firms including PSC, Hershey Foods and Cardinal Health. Tom is a Certified Public Accountant licensed in New York and is also a Registered Financial Consultant. He is an active member of the American Institute of Public Accountants, the New York State Society of Certified Public Accountants, and the Independent Association of Accountants. Contact Tom at tduerr@wnyasset.com.

John A. Pieroni, CFP® | Partner

John is a partner at WNY Asset Management and is a member of the firm’s Financial Planning Committee. A graduate of the State University of New York at Buffalo, he began his career in financial planning and investment management with a major international investment firm. John managed his own independent investment management and financial planning firm before merging with WNY Asset Management in 1999. John is a CERTIFIED FINANCIAL PLANNER™ professional, a member of the Financial Planning Association and the Independent Association of Accountants, and also sits on the board of the Buffalo City Mission. Contact John at jpieroni@wnyasset.com.

Robert A. Castiglione, CFP®, MBA | Partner

Rob is a partner at WNY Asset Management. He is our Chief Investment Officer and heads up our Investment Management Committee. A veteran of the financial services industry, Rob draws upon his experience in investment portfolio management, economics and equities trading to find the right strategies for our clients’ success. He is a graduate of Canisius College and earned an MBA from the Carroll School of Management at Boston College where he graduated with Beta Gamma Sigma honors. Rob is a CERTIFIED FINANCIAL PLANNER™ professional. Prior to joining WNY Asset Management, Rob worked for M&T Bank and as an equity trader for a diversified financial group in New York City. Rob is a member of the Financial Planning Association and the Independent Association of Accountants. Contact Rob at rcastiglione@wnyasset.com.

Ronald M. Lojacono, CFP® | Partner

Ron is a partner at WNY Asset Management and is also a member of the firm’s Financial Planning Committee. His knowledge and experience in many aspects of the financial services industry— including financial planning, pensions and long-term care—help our clients create a plan to achieve their goals. Ron is a CERTIFIED FINANCIAL PLANNER™ professional, and a member and past President of the Financial Planning Association of Western New York. Ron was a financial advisor at UBS for eight years prior to joining WNY Asset Management in 2005. Ron earned a Bachelor of Science degree in business from Medaille College.  Contact Ron at rlojacono@wnyasset.com.

Vincent R. Wagner CFP^® | Associate Wealth Manager

Vince is an Associate Wealth Manager with the firm and brings a wide range of experience in financial planning, private wealth management, portfolio management, and insurance planning to our team. A graduate of Houghton College, Vince holds a Bachelors Degree in Business Administration as well as a minor in Economics. He is a CERTIFIED FINANCIAL PLANNER™ professional. Vince comes to the firm from M&T Bank where he served as a financial consultant. He also served as a Private Wealth Management Financial Advisor with Masters Legacy Planning, LLC in Somers Point, NJ and as a Junior Associate with BIRE Financial Services in Plymouth Meeting, PA. Vince works with a wide range of WNY Asset Management clients to develop tailored investment and wealth management strategies. Contact Vince at vwagner@wnyasset.com.

Miles Perry | Assistant Wealth Manager

Miles is an Assistant Wealth Manager and a member of the firm’s Investment Committee. He is a candidate for CFP® certification and holds Series 7 and 66 as well as NYS Life and Health Insurance licenses. He earned his bachelor’s degree in financial planning from the CFP® Board Registered Program at Alfred State SUNY College of Technology. Contact Miles at mperry@wnyasset.com.

Terry P. Szarowicz | Director, Business Development

Terry is the director of business development for The CPA Financial Network, which helps accounting professionals provide their clients with access to the financial planning services offered through WNY Asset Management, LLC. His responsibilities include the recruitment, continual training, and support of the members of the CPA Financial Network . Terry brings 15 years of public accounting, sales management, and business development skills to our firm. He served as the Regional Sales Manager at Hochman & Baker Financial Services, a role that required him to manage the financial planning operations of over 120 public accounting and tax professionals. He began his career as a staff and Senior Tax Accountant at two CPA firms in Orlando, Florida. A veteran of the United States Air Force, Terry received a Bachelor of Science degree in Accounting from the University of Florida and a Master of Science degree from the University of Central Florida. Contact Terry at terrys@cpafinancialnetwork.com