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WNY Asset Management, LLC
was formed in 1994 to provide our clients with investment management
and financial planning services.
We accomplish this through our combined
investment experience of more than 50 years and with the highest
professional and ethical standards. The cornerstones of our culture
- integrity, knowledge, experience, and teamwork - are used for
each client to meet their financial objectives based upon their
needs, planning horizons, and their risk tolerance.
We listen to our clients to truly understand
their goals and objectives. It is only then that we are able to
create a unique investment strategy for each of our clients.
WNY Asset Management is a local, independent
organization. We are not employees of a large national brokerage
or insurance company. The solutions for our investment strategies
are non-proprietary and unique - we understand that no two clients
are alike.
We are the only investment management and
financial planning resource in Western New York dedicated to working
exclusively with accounting professionals. Together with WNY Asset
Management, dozens of independent CPA firms throughout Western
New York form the CPA Financial Network.
EXECUTIVE
TEAM
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THOMAS DUERR,
CPA, MBA, RFC
Tom is managing partner and co-founder of WNY Asset Management.
He has more than 23 years of experience in finance. 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 received several promotions,
advancing to the position of Senior Accountant. Tom has
also held a number of senior financial and management positions
with Fortune 500 type firms. 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, the Financial Planning Association,
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JOHN A. PIERONI,
CFP®
John is a partner at WNY Asset Management. A graduate of
the State University of New York at Buffalo, he began his
career in 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, a member of the Financial Planning Association,
a member of the Independent Association of Accountants,
and is a Certified Divorce Financial Analyst. John also
serves on the board of directors for Christian Central Academy.
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ROBERT A. CASTIGLIONE, CFP®,
MBA
Rob is a partner at WNY Asset Management. A veteran of the
financial services industry, Rob draws upon his experience
in investment portfolio management, financial planning, 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. Prior to
joining WNY Asset Management, Rob worked as an equity trader
for Assent LLC in New York City. Rob is a member of the Financial
Planning Association. |
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RONALD M. LOJACONO, CFP®
Ron is a financial advisor and investment manager at WNY
Asset Management. His knowledge and experience in many aspects
of the financial services industry - including financial
planning, pensions and long-term care - help our clients
to plan successful investment solutions. Ron is a Certified
Financial PlannerŪ and has NASD registrations in Series
7,63 and 65, as well as Life, Health and Disability, Long-Term
Care and Variable Life licenses. He has been recognized
for outstanding client service and professionalism in the
financial services industry. Ron earned a Bachelor of Science
degree in business from Medaille College. |
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JOSEPH WRZOSEK
Joe is a financial advisor and investment manager at WNY Asset
Management. Clients count on his 25 years of financial services
industry experience and exceptional reputation for client
service and professionalism. Joe fully employs our comprehensive
and disciplined approach while addressing key wealth management
issues with clients to meet their current and long-term financial
needs and goals. In addition to his strong background in client
portfolio management and financial planning, Joe holds NASD
Registrations 6, 7, 63, and 65 and Life, Health and Disability
Licenses. Prior to joining WNY Asset Management, Joe was a
financial advisor for 15 years working within bank brokerage
programs and before that was involved in both consumer and
commercial banking. He is a graduate of Canisius College. |
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| WNY
ASSET TEAM |
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Tonya Bolden, Director of First
Impressions
Tonya plays a critical role as the
initial contact person for our members and clients who call
and visit our offices. She performs a wide range of administrative
duties and provides organizational support. Tonya has more
than 15 years experience in the administrative field. She
holds an associate’s degree in business from Medaille
College. |
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Lisa Williams, Relationship
Manager
Lisa’s previous experience
in the banking, financial planning and investment advisory
services industries gives her a unique vantage from which
to provide informed and thoughtful service to our clients.
She holds Series 7, 6, 63 and 65 licenses as well as Life
and Health licenses. Lisa is a graduate of Providence College.
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Sara Fisher, Relationship Manager
Sara offers our clients the highest level of service and support, developing and retaining a rapport that results in a first-rate experience. She is Series 6, 63 and NYS Life, Accident and Health Insurance licensed and holds a degree in business administration from Jefferson Community College.
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Susan Volpe, Relationship
Manager Susan offers
our clients extensive expertise in financial services administration.
She has more than 20 years experience as a retirement plans
manager, benefits specialist and customer service representative
in the banking, investment and insurance industries. A graduate
of Canisius College, she holds Series 7 and 63 licenses
as well as Life, Accident and Health licenses.
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Kim Rooth, Relationship Manager
Kim has more than
14 years of administrative support experience in the investment
management/financial planning industry. She is an accomplished
professional who is focused on building positive relationships
and providing first class service to our clients. Kim is
Series 7, 63 and NYS Life Insurance licensed and holds a
bachelor’s degree in business administration.
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Cara Bland, Relationship Manager
A Magna Cum Laude graduate of Niagara University, Cara has more than six years of experience in the financial services industry and holds Series 6 and 63 licenses. Her attention to detail helps provide clients with exceptional service in the implementation of their financial planning strategies.
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Laura Gardner, Director, Finance
and Administration
Laura is responsible for the internal financial accounting
and reporting for our business along with the administrative
aspects of the firm. With more than 16 years of experience,
her diverse accounting background, integrity, and professionalism
are tremendous assets for our firm. Laura studied accounting
and supervisory management at Genesee Community College
and has continued her professional development with The
American Management Association and The Professional Development
Group.
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Gabrielle Miller, Accounting
Clerk
Gabrielle
utilizes her varied accounting and administrative support
skills to ensure the quality and reliability of our firm’s
internal accounting operations and reporting. Her 15 years
of experience includes positions in the banking and food
manufacturing industries as well as for a local municipality. |
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Marian Duerr, CPA Membership
Administrator
Marian provides critical administrative
support for the more than 30 member CPA Firms that make-up
the CPA Financial Network. As the primary contact person
for our members, Marian draws on a wealth of administrative
experience and superior organizational leadership. Marian
is a graduate of Alfred State University. |
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