Meet Your Team

At WNY Asset Management, we give our clients the expertise and strategic insight they need to reach their financial goals. We have the team to help you go after your goals and focus on enjoying what lies ahead.

Meet Your Team

At WNY Asset Management, we give our clients the expertise and strategic insight they need to reach their financial goals. We have the team to help you go after your goals and focus on enjoying what lies ahead.

WNY Asset Management Team

John Pieroni CFP®, CCO

PARTNER AND CHIEF COMPLIANCE OFFICER

John is the managing partner of WNY Asset Management and serves as the firm’s chief compliance officer. He also heads up our Financial Planning Department. A graduate of the State University of New York at Buffalo, he began his career in financial planning and 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 2001. John is a CERTIFIED FINANCIAL PLANNER™ professional, a member of the Financial Planning Association and the Independent Association of Accountants, and is also a member of the board of directors for the Buffalo City Mission.

JPIERONI@WNYASSET.COM

Robert Castiglione MBA, CFP®

Partner

Rob is a partner at WNY Asset Management and manages our CPA Financial Network™. A veteran of the financial services industry, Rob draws upon his experience in investment portfolio management, economics 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. Rob is a CERTIFIED FINANCIAL PLANNER™ professional. Prior to joining WNY Asset Management, Rob worked for M&T Bank and as an equity trader for a diversified financial group in New York City. Rob is a member of the Financial Planning Association and the Independent Association of Accountants.

RCASTIGLIONE@WNYASSET.COM

Robert Castiglione MBA, CFP®

Partner

Rob is a partner at WNY Asset Management and manages our CPA Financial Network™. A veteran of the financial services industry, Rob draws upon his experience in investment portfolio management, economics 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. Rob is a CERTIFIED FINANCIAL PLANNER™ professional. Prior to joining WNY Asset Management, Rob worked for M&T Bank and as an equity trader for a diversified financial group in New York City. Rob is a member of the Financial Planning Association and the Independent Association of Accountants.

RCASTIGLIONE@WNYASSET.COM

Ronald Lojacono CFP®

PARTNER

Ron is a partner at WNY Asset Management, oversees the firm’s Investment Committee and is in charge of recruiting for the firm. His knowledge and experience in many aspects of the financial services industry—including financial planning, pensions and long-term care—help our clients create a sound plan to achieve their goals. Ron is a CERTIFIED FINANCIAL PLANNER™ professional, and a member and past President of the Financial Planning Association of Western New York. Ron was a financial advisor at UBS for eight years prior to joining WNY Asset Management in 2005. Ron earned a Bachelor of Science degree in business from Medaille College.

RLOJACONO@WNYASSET.COM

John M. Lunghino CPA, MBA, RFC

PRESIDENT—SPECTRUM

As president, John is responsible for investment, tax, estate planning, and insurance strategies for client accounts, as well as the strategic integration of the WNY Asset Management and Spectrum firms. Prior to forming Spectrum Wealth Management, John was instrumental in servicing and managing a large portfolio of clients at KPMG-Peat Marwick, as well as working in management positions at other corporations. He earned an MBA (magna cum laude) and a bachelor’s degree in accounting (summa cum laude) from Canisius College. John is a CPA, a Registered Financial Consultant (RFC), a member of numerous professional organizations and an active volunteer for St. Luke’s Mission of Mercy and Kids of the Kingdom.

JOHN@SPECTRUMWM.COM

John M. Lunghino CPA, MBA, RFC

PRESIDENT—SPECTRUM

As president, John is responsible for investment, tax, estate planning, and insurance strategies for client accounts, as well as the strategic integration of the WNY Asset Management and Spectrum firms. Prior to forming Spectrum Wealth Management, John was instrumental in servicing and managing a large portfolio of clients at KPMG-Peat Marwick, as well as working in management positions at other corporations. He earned an MBA (magna cum laude) and a bachelor’s degree in accounting (summa cum laude) from Canisius College. John is a CPA, a Registered Financial Consultant (RFC), a member of numerous professional organizations and an active volunteer for St. Luke’s Mission of Mercy and Kids of the Kingdom.

JOHN@SPECTRUMWM.COM

Wealth Management Team

Eugene O’Connnor, Jr. CFP®

SENIOR WEALTH MANAGER
Eugene is a Senior Wealth Manager at WNY Asset Management and is a member of the firm’s Investment Management Committee. His experience includes more than two decades of wealth management, financial planning, private banking and portfolio management. He is a CERTIFIED FINANCIAL PLANNER™ professional. His experience includes successful engagements with Merrill Lynch Wealth Management, Key Private Bank, and Harold C. Brown & Co. He is a graduate of the University of Notre Dame and is active in the community, having served as the former president and endowment committee chair for Ronald McDonald House and as a member of the corporate gifts committee for Catholic Charities. As Senior Wealth Manager, Eugene works with a wide range of clients to develop personally tailored investment and wealth management strategies.

EOCONNOR@WNYASSET.COM

Evan Wardner MBA, CFP®

SENIOR WEALTH MANAGER
Evan is a Senior Wealth Manager for WNY Asset Management with three decades in the investment, banking, and insurance industry at firms including LPL Financial and Kidder Peabody & Co. Evan has also worked in higher education mentoring financial professionals as the Director of CERTIFIED FINANCIAL PLANNER Board-Registered Programs at local colleges. He is currently an Adjunct Professor teaching in the CFP Board Registered Program at Niagara University. Evan is a graduate of the State University of New York at Buffalo where he earned his undergraduate and MBA degrees. He is a member of the Financial Planning Association, Society of Financial Services Professionals, and volunteers as a Director on the Advisory Board of the Orchard Park High School Academy of Finance. Evan develops and manages customized wealth management strategies for our clients.

EWARDNER@WNYASSET.COM

David D. Jarosz

SENIOR WEALTH MANAGER
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 skill set to WNY Asset Management. For over 15 years, he has worked with families to assist them with all aspects of college admissions and financial aid planning. He has been a frequent guest speaker on the topic of college financial aid at several local high schools, including Nardin Academy, Buffalo Academy of the Sacred Heart and Canisius High School. David holds Series 6 and 63 securities licenses as well as a NYS Life and Health Insurance license. He is also a Certified Agent with NY Partnership for Long Term Care.

DJAROSZ@WNYASSET.COM

Debra Brown MBA, CFP®

WEALTH MANAGER
Debra serves as a 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 CERTIFIED FINANCIAL PLANNER™ professional who holds Series 6 and 63 licenses as well as a Life, Accident & Health License. She is a Magna Cum Laude graduate of Niagara University’s undergraduate program in Management. She also earned her MBA at Niagara and served on the Niagara University Finance Board of Directors, Graduate & Alumni Relations Committee.

DBROWN@WNYASSET.COM

Matthew Newman CFP®

WEALTH MANAGER
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 Client Analytics Group. Matt is a graduate of the Bittner School of Business at St. John Fisher College. His focus, teamwork and leadership skills are rooted in his experience as a collegiate athlete. Matt is a CERTIFIED FINANCIAL PLANNER™ professional who holds Series 7 and 63 licenses as well as his NYS Life, Accident and Health Insurance license.

MNEWMAN@WNYASSET.COM

Ryan Feuerstein

CLIENT SERVICE ASSOCIATE
Ryan is a Wealth Manager of WNY Asset Management. 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 nearly two years at UBS Financial Services Inc. as a Registered Client Service Associate and over three years working in Corporate Finance at Citi working as a Balance Sheet Control Analyst. Ryan, who graduated from the State University of New York, University at Albany with a degree in Economics and a minor in Business Administration, is both FINRA Series 7 Certified and NASAA Series 66 Certified.

RFEUERSTEIN@WNYASSET.COM

Paige T. Lunghino

PLANNING ASSOCIATE
Paige holds her Series 7, 63, and 65 securities licenses, is a Notary Public and is licensed as a Life, Accident and Health agent and broker. She is responsible for client portfolio reviews and the integration of financial planning activities for the Spectrum Wealth Management team. Her ability to take complex issues and simplify and streamline them is very helpful to our busy clients. Paige holds a Bachelor’s Degree in Business Administration with a concentration in Finance and Law from Boston University, and she is an active volunteer with St. Luke’s Mission of Mercy.

PAIGE@SPECTRUMWM.COM

Thomas Druelinger CFP®

PLANNING ASSOCIATE
Tom is a CERTIFIED FINANCIAL PLANNER® professional who holds his Series 7 and 66 securities licenses. Tom has a strong background as a financial analyst, planner and senior bank administrator. He is primarily responsible for client portfolio reviews and corporate performance analysis. He holds a Bachelor’s Degree in Communications from the University at Buffalo, and earned his certification in financial planning from the American College of Financial Services.

TOM@SPECTRUMWM.COM

Client Services Team

Jennifer Topp

CLIENT SERVICE ASSOCIATE
Assisting John Pieroni, 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 gained valuable knowledge previously as a business owner. Jennifer holds the Series 6 securities license, as well as the NYS Life Insurance and Property & Casualty licenses. She earned an Associate’s Degree in Business Administration from Erie Community College.

JTOPP@WNYASSET.COM

Laureen Syta CFP®, CLU®

CLIENT SERVICE ASSOCIATE
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 management industries. Laureen’s technical expertise and management skills provide a multi-faceted perspective in her service to our clients. She holds a Bachelor’s Degree in Business Administration from State University of New York Empire State College. Laureen is also a Certified Financial Planner™professional and Chartered Life Underwriter.

LSYTA@WNYASSET.COM

Kimberlee Rooth

SENIOR CLIENT SERVICE ASSOCIATE
Assisting Ron Lojacono, Kim has in excess of 20 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 securities and NYS Life Insurance licensed and holds a Bachelor’s Degree in Business Administration from State University of New York Empire State College.

KROOTH@WNYASSET.COM

Michele Balseca

CLIENT SERVICE ASSOCIATE AND OPERATIONS ADMINISTRATOR
Assisting Evan Wardner and our Operations Department, Michele brings a broad range of administrative experience, including over twenty years in the legal services industry. Michele’s work ethic, organizational skills and strong commitment to customer service are assets to our team. She earned her Bachelor of Science Degree in Business Administration from State University of New York at Fredonia.

MBALSECA@WNYASSET.COM

Alicia Boice

CLIENT SERVICE ASSOCIATE
Assisting Eugene O’Connor and David Jarosz, Alicia provides our clients with a wide range of support. Having spent more than eight years in highly detailed positions, including similar work with another financial planning firm, she brings pertinent experience and exceptional organizational skills to our team. She earned her Associate’s Degree in Business Administration from Erie Community College.

ABOICE@WNYASSET.COM

JoAnn Occhino

FRONT OFFICE ADMINISTRATOR

JoAnn is the Front Office Administrator at WNY Asset Management. She joins the firm after spending almost 2 years at Spectrum Wealth Management, where she assisted with transitional paperwork and various office tasks. JoAnn worked for Royal Alliance for over 10 years where she was a registered representative, she holds a Series 6 and 63 as well as a Life, Accident and Health License. JoAnn is a graduate of Fredonia State College.

JOCCHINO@WNYASSET.COM

Julie Geartz

OPERATIONS ADMINISTRATOR
Known for her outstanding service to clients, Julie provides extensive support to the Spectrum team—from research and meeting preparation to scheduling, event planning, preparing documents, and billing. In her previous work in the service industry, she consistently achieved sales goals and was frequently recognized for her excellent customer service, and she has carried that dedication and positivity into her current role at Spectrum. Julie earned a Bachelor’s Degree in Business Management and marketing from Niagara University.

JULIE@SPECTRUMWM.COM

Mary Beth Lunghino

FRONT OFFICE ADMINISTRATOR
Mary Beth has been a dedicated member of the Spectrum Wealth Management team since 2009, balancing a full range of administrative duties with an uncanny ability to help each of our clients feel welcome. She handles front office services, including receptionist duties, scheduling appointments, processing client documents, and most importantly—greeting clients. Mary Beth was previously a teaching assistant, and she holds an Associate Degree in Management from Bryant & Stratton College.

MARYBETH@SPECTRUMWM.COM

Finance and Administration

Nicholas Scibilia

DIRECTOR OF OPERATIONS
Nicholas is the Director of Operations at WNY Asset Management. Before arriving, he was Vice President and Sr. Manager of Operations at Citigroup, where he lead a team of Operation Analysts, worked closely with Institutional clients and managed various projects. Nick, who graduated from the University at Buffalo with a Bachelor of Science in Business Management and Finance, is also a Series 99 Licensed Professional.

NSCIBILIA@WNYASSET.COM

Ann T. Sommers

DIRECTOR OF OPERATIONS
As an experienced member of the Spectrum team for nearly 15 years, Ann is a consummate multitasker responsible for meeting with clients, preparing documents, scheduling appointments, maintaining and ensuring compliance of records, coordinating client events, interviewing and hiring employees, working with vendors, and negotiating contracts. Prior to working at Spectrum, she worked as a legal secretary at a law firm. Ann is a Registered Representative, and is Series 6 and 63 licensed. She received her Associate Degree from Bryant & Stratton College and is a Notary Public.

ANN@SPECTRUMWM.COM

Linda Willard

ACCOUNTANT
Linda has more than 30 years of accounting and office administration experience, primarily within the financial services industry. She draws on this wealth of experience to accurately and thoroughly perform the firm’s key accounting responsibilities, including payroll, accounts payable, preparation of financial and regulatory reports, as well as many other administrative duties.

LWILLARD@WNYASSET.COM

Christine Kennedy

MEMBERSHIP ADMINISTRATION
Christine provides critical administrative and operational support for the CPA Financial Network. Her project management and leadership skills are key assets in her role as the operational liaison between Network members and the financial professionals at WNY Asset Management. Christine joined our team from the State University of New York at Buffalo, where she served in Grant Administration for the School of Pharmacy and Pharmaceutical Sciences. Christine attended Bryant & Stratton College and has more than 17 years of administrative experience.

CKENNEDY@CPAFINANCIALNETWORK.COM

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