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®

PARTNER

John is the managing partner of WNY Asset Management, heads up our Financial Planning Department and is a senior member of the Compliance Committee. 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
(716) 626-0060 ext 3004

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
(716) 626-0060 ext 3009

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
(716) 626-0060 ext 3009

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
(716) 626-0060 ext 3007

John M. Lunghino, CPA, MBA, RFC

Senior Director – wealth management services

John is the founder of Spectrum Wealth Management and Senior Director of Wealth Management Services.  He 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, a published author of articles and books and is also an active volunteer for St. Luke’s Mission of Mercy and Kids of the Kingdom.

JOHN@SPECTRUMWM.COM  /  JLUNGHINO@WNYASSET.COM

(716) 221-2144  /  (716) 626-0060 ext 3040

 

John M. Lunghino, CPA, MBA, RFC

Senior Director – wealth management services

John is the founder of Spectrum Wealth Management and Senior Director of Wealth Management Services.  He 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, a published author of articles and books and is also an active volunteer for St. Luke’s Mission of Mercy and Kids of the Kingdom.

JOHN@SPECTRUMWM.COM  /  JLUNGHINO@WNYASSET.COM

(716) 221-2144  /  (716) 626-0060 ext 3040

 

Paige T. Lunghino

PRESIDENT – SPECTRUM WEALTH MANAGEMENT

Paige serves as head of compliance and management at Spectrum’s Main Street location.  She is also responsible for client portfolio structure, investment selection and over-all integration of tax and estate planning concepts within our clients’ portfolios.  Her ability to take complex issues and simplify and streamline them is very helpful to our busy clients.  Paige graduated from Boston University in 2016 with a bachelor’s degree in Business Administration with concentration in Finance and Law.  Additionally, she 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 an active member of the American Morgan Horse Association and an active volunteer with St. Luke’s Mission of Mercy.

PAIGE@SPECTRUMWM.COM

(716) 221-2144

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
(716) 626-0060 ext 3022

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
(716) 626-0060 ext 3003

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
(716) 626-0060 ext 3020

Debra Brown, MBA, CFP®

SENIOR WEALTH MANAGER
Debra serves as a Senior 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

(716) 626-0060 ext 3011

Laureen Syta, CFP®, CLU®

ASSOCIATE WEALTH MANAGER
Laureen serves as an Associate Wealth Manager for the firm. She brings a wealth of formal professional education and career experience to our 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 is a Certified Financial Planner™ professional who holds her Series 7 and 66 licenses as well as Life, Accident and Health License and is a Chartered Life Underwriter. She holds a Bachelor’s Degree in Business from State University of New York Empire State College.

LSYTA@WNYASSET.COM

(716) 626-0060 ext 3028

Michael Workley

ASSOCIATE WEALTH MANAGER
Michael serves as an Associate Wealth Manager for WNY Asset Management. In this role, he works closely with clients to conduct financial planning analysis and in-depth portfolio reviews. As a member of firm’s Investment Management Committee, he also assists fellow committee members in maintaining and implementing the firm’s various investment strategies. In his former position with WNYAM, Michael served as a Business Analyst responsible for the daily trading and investment operations of the firm. Michael is experienced as a financial services specialist; having held previous roles at Citigroup— within the Institutional Clients Group, as well as at a local Investment Manager. Michael is a Registered Representative and holds his Series 7 and 66 licenses.He attended The State University of New York College at Buffalo where he received his Bachelor of Science degree in Business Economics.

MWORKLEY@WNYASSET.COM

(716) 626-0060 ext 3030

Daniel Gartland

 ASSOCIATE WEALTH MANAGER
Dan serves as an Associate Wealth Manger for the firm. He is a part of the Financial Planning Team where he helps prepare detailed financial plans for our clients. He brings over a decade’s worth of experience in the financial services industry. Prior to joining WNY Asset Management, Dan was a Vice President at Citigroup, serving as a Senior Manager of Operations and Business Unit Manager covering Securitized Products. Dan holds his Series 7, 66 and 99 licenses as well as Life, Accident and Health License.  He holds a Bachelor’s Degree in Interdisciplinary Engineering and Management from Clarkson University.

DGARTLAND@WNYASSET.COM

(716) 626-0060 ext 3031

William Mistretta, CPA

ASSOCIATE WEALTH MANAGER
Will serves as an Associate Wealth Manger and is a member of the Investment Management Committee at the firm. He is a CPA with a background of over 6 years in public accounting, specializing in personal and corporate income tax. He holds his Series 7 and 66 securities licenses and is responsible for tax planning and client investment strategies and service. Will holds a Master’s Degree in Accounting from the State University of New York at Buffalo and is an active volunteer at the local Greek Orthodox Church.

WMISTRETTA@WNYASSET.COM

716-626-0060 ext 3043

Christopher Panza

SENIOR WEALTH MANAGER
Chris is a Senior Wealth Manager with Spectrum Wealth Management. As a member of Spectrum, he assists with the wealth management, financial planning, and tax preparation for clients. His experience includes his time with Citizens Bank, KeyBank, New York Life and MetLife. Chris is also a graduate of the University at Buffalo where he received his Bachelor of Science in Business Administration with a concentration in Finance.

CHRIS@SPECTRUMWM.COM

(716) 221-2144

 

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

(716) 626-0060 ext 3024

Laura Franklin

CLIENT SERVICE ASSOCIATE
Assisting Rob Castiglione, Laura brings a broad range of administrative experience providing our clients with a high level of professionalism and attention to detail. With a combined eight years of administrative experience, she brings a strong work ethic and organizational skills to WNY Asset Management. Before joining our team, she was the Marketing and Administrative Coordinator for Silipos in Niagara Falls, NY, where she worked closely with clients on various projects. Laura earned her Master of Business Administration degree from D’Youville College.

LFRANKLIN@WNYASSET.COM

(716) 626-0060 ext 3013

Michele Balseca

CLIENT SERVICE ASSOCIATE
Assisting Ron Lojacono, Michele brings a broad range of administrative experience to WNY Asset Management, 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

(716) 626-0060 ext 3008

Jessica Heins

CLIENT SERVICE ASSOCIATE
Assisting Evan Wardner, Jessica provides our clients with personalized service and dedication. With eleven years’ experience working in the hospitality industry, Jessica understands the importance of each client. Before joining our team, she managed special events for the University at Buffalo, delivering unique experiences for each client. Jessica earned a master’s degree in Marketing and Public Relations from Michigan State University, and she is an active volunteer with Sleep in Heavenly Peace.

JHEINS@WNYASSET.COM

(716) 626-0060 ext 3014

Ann T. Sommers

CLIENT SERVICE ASSOCIATE
As an experienced member of the Spectrum/WNY Asset Management team for nearly 20 years, Ann is responsible for preparing documents, scheduling appointments, coordinating client events and handling client service needs.  Prior to working at Spectrum and WNY Asset Management, Ann worked as a legal secretary at a local 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.

ASOMMERS@WNYASSET.COM

(716) 626-0060 ext 3041

Julie Geartz

CLIENT SERVICE ASSOCIATE
Known for her outstanding service to clients, Julie provides extensive support to the planning team – from research and meeting preparation to scheduling, event planning, preparing documents, and handling client service needs. 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 WNY Asset Management. Julie earned a Bachelor’s degree in Business Management and marketing from Niagara University.

JGEARTZ@WNYASSET.COM

(716) 626-0060 ext 3042

Administration and Finance

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 7 and 99 Licensed Professional.

NSCIBILIA@WNYASSET.COM

(716) 626-0060 ext 3029

Christine Kennedy

BUSINESS ADMINISTRATOR
Christine provides critical administrative and operational support for WNY Asset Management and 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 25 years of administrative experience and is a Notary Public.

CKENNEDY@WNYASSET.COM

(716) 626-0060 ext 3005

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 and is a Notary Public. JoAnn is a graduate of Fredonia State College.

JOCCHINO@WNYASSET.COM

Colden Repka

BUSINESS ANALYST

Colden is a Business Analyst at WNY Asset Management. He is a member of the firm’s Investment Management Committee, collaborates with our Wealth Management team in providing client portfolio analysis and is responsible for daily trading operations. He is an experienced Operations professional beginning as a Business Analyst at Citigroup and then a Portfolio Manager at Arbor Realty Trust. Colden graduated from Buffalo State College with a Bachelor of Arts in History.

CREPKA@WNYASSET.COM

716-626-0060 ext. 3032

Zachary Shroyer, CPA, CCO

 DIRECTOR OF FINANCE AND CHIEF COMPLIANCE OFFICER
Zachary is the Director of Finance at WNY Asset Management and Chief Compliance Officer. Before arriving, he was a Manager of Audit & Attestation at Brock, Schechter & Polakoff CPAs, where he worked closely with clients in various industries. Zach, who graduated from Canisius College with a Masters of Business Administration in Accounting, is also a licensed Certified Public Accountant and holds his Series 7 securities license.

ZSHROYER@WNYASSET.COM

(716) 626-0060 ext 3006

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

(716) 626-0060 ext 3010

Kathy Gardner

EXECUTIVE ADMINISTRATOR
Kathy joined Spectrum Wealth Management in 2021 as an Operations Associate providing support in document preparation and meting planning and scheduling. She previously worked at Rich Products Corporation where she retired after a 35-year career in Marketing and Project Management honing her leadership and management skillset. Kathy earned her BA from the State University of New York at Buffalo and her MBA from Canisius College.

KATHY@SPECTRUMWM.COM

(716) 221-2144

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