Office News

Laureen Syta Joins the WNY Asset Management Team

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...

Debra Brown Earns CFP® Certification

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...

Matthew Newman Joins the WNY Asset Management Team

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...

Patrick Kinsley Jr. Joins the WNY Asset Management Team

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 Ishman Joins the WNY Asset Management Team

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...

O’Connor Earns CFP® Designation

WILLIAMSVILLE, NY – Eugene P. O’Connor, Jr., CFP,® Senior Wealth Manager at WNY Asset Management, has earned the Certified Financial Planner designation by successfully completing the CFP® Comprehensive Examination administered by the Certified Financial Planning...