As we recognize this milestone, we reflect on three decades of delivering trust, growth, and prosperity to those who have entrusted us with their wealth management. We embarked on a mission to empower individuals, families, and organizations by creating personalized strategies to help achieve your goals.
Office News
Office Update: Nick Scibilia and Laurie Syta
Effective May 2nd Nicholas (Nick) Scibilia will be taking a leadership role on the Firm’s Investment committee. Nick has been a member of the committee since he joined the firm in 2018. At the same time Laureen (Laurie) Syta will assume the role of Client Service...
WNYAM Volunteered at Sleep in Heavenly Peace
We had the opportunity to volunteer last week at Sleep in Heavenly Peace. Sleep in Heavenly Peace (SHP) is an American nonprofit 501(c)(3) organization that builds and delivers beds to children who don't have beds to sleep in. It was wonderful to spend time together...
Zachary Shroyer Joins WNY Asset Management
Zachary Shroyer, CPA joined our team on November 22, 2019 as our Director of Finance. Zach comes to us from Brock, Schechter & Polakoff CPAs, where he was Manager of Audit & Attestation. Zach, who graduated from Canisius College with a Masters of Business...
Ryan Feuerstein Joins WNY Asset Management
Ryan Feuerstein joined WNY Asset Management on July 1, 2019 as a Wealth Manager. He is also a part of the firm’s investment committee and executes the firms day to day trading. He joins WNY Asset Management after spending two years at UBS Financial Services Inc. as...
Tina Harman Joins WNY Asset Management
Tina Harmon, CPA, MBA joined our team on February 19, 2019 as our Chief Financial Officer (CFO). Tina comes to us from Immco Diagnostics where she was the Corporate Controller. Tina also has extensive experience in both corporate and public accounting, she spent 6...
Matthew Bomgaars joins WNY Asset Management
Matthew Bomgaars joined our team on November 4, 2018. Matthew is a Wealth Manager working on Ronald Lojacono's team. Matt comes to us from Citigroup which he was a Client Relationship Specialist.
Nicholas Scibilia Joins WNY Asset Management
We are happy to announce that we have a new member of our team at WNY Asset Management. Nicholas Scibilia has taken on the position of Director of Operations for the group. He is a graduate of the State University of New York at Buffalo and a 15 year veteran of the...
Spectrum Wealth Management becomes a branch of WNY Asset Management
Recently, Spectrum Wealth Management has become a branch office of WNY Asset Management, LLC, creating one of the largest locally owned and independent financial planning firms in Western New York. John Lunghino CPA, MBA will continue to serve as President of...
Matthew Newman Earns CFP® Certification
Matthew Newman CFP®, Wealth Manager at WNY Asset Management, has earned the Certified Financial Planner certification by successfully completing the CFP® Comprehensive Examination administered by the Certified Financial Planning Board. He joined WNY Asset Management...