David has over two decades of wealth management, financial planning and long term care planning experience. While majoring in Finance at Canisius College, he joined John Hancock Financial Services where he began his financial planning career. David brings a unique...

Peter brings team leadership and diverse industry work experience to his Planning Associate responsibilities at WNY Asset Management. As an Academic All-American, and captain of his college hockey team, he has demonstrated his group leadership and project management...

Our jobs included sorting and packaging food inside the warehouse and landscape work outside. We greatly appreciate the opportunity to help out and give back to our community!

Assisting Rob Castiglione, Laureen brings a wealth of formal professional education and career experience to the WNY Asset Management team. She has over 25 years of proficiency in a variety of client-service and managerial roles in the banking, insurance and wealth...

WILLIAMSVILLE, NY - Debra A. Brown 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. She joined...

WNY Asset Management, LLC participates in the United Way Day of Caring for the fourth year in a row.  This year the mission was helping the Buffalo Niagara RiverKeeper cleanup the Scajaquada Creak area.

WNY Asset Management, LLC participates in the United Way Day of Caring and is assigned to the Ronald McDonald House along with other area businesses.  

Matt is a Wealth Manager at WNY Asset Management and brings broad-based experience in economic and financial modeling, including qualitative and quantitative analytics. He comes to WNY Asset Management from Manning & Napier in Rochester, NY where he worked in the...

In his role as Investment Analyst, Patrick is a member of the firm’s Investment Management Committee. He works closely with our wealth management team to track the investment performance of client portfolios and to assist with research as well as analysis. Patrick has...

Debra serves as an Associate Wealth Manager for the firm.  She is a part of the Financial Planning Team where she helps prepare detailed financial plans for our clients. Debra is a financial professional who holds Series 6 and 63 licenses as well as a Life, Accident...