Office News

Alicia Boice joins the WNY Asset Management Team

Alicia provides our clients with a wide range of support in her role as Operations Administrator. Having spent more than eight years in highly detailed positions, including similar work with another financial planning firm, she brings pertinent experience and...

Jennifer Topp joins the WNY Asset Management Team

Assisting Vince Wagner and Evan Wardner, Jennifer brings a broad business acumen and client-first approach to her role as Client Service Associate. With more than 20 years of experience, including six years as an insurance professional and office manager, she also...

Christine Kennedy joins the WNY Asset Management team

WILLIAMSVILLE, NY – Christine Kennedy joins the WNY Asset Management Team as a CPA Member Administrator. Christine provides critical administrative and operational support for the CPA Financial Network. site headers ask abby . Her project management and leadership...

WNY Asset Management names O’Connor Senior Wealth Manager

WILLIAMSVILLE, NY – WNY Asset Management has appointed Eugene P. O’Connor, Jr. senior wealth manager for the Williamsville, NY based firm. As senior wealth manager, O’Connor will be responsible for working with a wide range of clients to develop personally tailored...

WNY Asset Management names Frattali Investment Analyst

WILLIAMSVILLE, NY – WNY Asset Management has appointed Phillip M. Frattali, Jr. investment analyst. Frattali joined the firm in September and will contribute to the success of the firm’s clients by tracking investment performance and providing technical support to WNY...

Vincent R. Wagner, CFP® joins WNY Asset Management, LLC

WILLIAMSVILLE, NY – WNY Asset Management has appointed Vincent R. Wagner, CFP®, to the position of Associate Wealth Manager. Wagner joins the firm from M&T Bank, where he served as a financial consultant. A graduate of Houghton College, Wagner brings a wealth of...

Willard joins WNY Asset Management

WILLIAMSVILLE, NY – WNY Asset Management has appointed Linda A. Willard staff accountant. Willard comes to the Williamsville-based firm of Registered Investment Advisors with more than 30 years of accounting experience. A highly skilled accounting professional,...

Promotion of Ronald Lojacono to Partner

WNY Asset Management, LLC announces the promotion of Ronald Lojacono to the position of Partner. Ron joined the firm in 2005 as a financial advisor and investment manager and is a certified financial planner.

Roseann Gannon joins WNY Asset Management

WNY Asset Management, LLC welcomes Roseann Gannon as a Client Relationship Manager. Roseann brings more than 25 years of experience in account management and client service, with expertise in individual life and group insurance. She holds a NYS Life, Accident and...

Annette Wargo joins WNY Asset Management

WNY Asset Management, LLC has hired Annette Wargo as Controller. Annette joins the firms with an extensive accounting background, including 13 years in the investment services and financial planning industry. She earned her bachelor’s degree in accounting and her MBA...