News

Tina Harman Joins WNY Asset Management

March 1, 2019

Tina Harmon, CPA, MBA joined our team on February 19, 2019 as our Chief Financial Officer (CFO). Tina comes to us from Immco Diagnostics where she was the ...READ MORE

Matthew Bomgaars joins WNY Asset Management

November 26, 2018

Matthew Bomgaars joined our team on November 4, 2018.  Matthew is a Wealth Manager working on Ronald Lojacono's team.   Matt comes to us from Citigroup which he was a Client ...READ MORE

Nicholas Scibilia Joins WNY Asset Management

October 1, 2018

We are happy to announce that we have a new member of our team at WNY Asset Management.  Nicholas Scibilia has taken on the position of Director of Operations for the group.  He is a ...READ MORE

Spectrum Wealth Management becomes a branch of WNY Asset Management

February 2, 2018

Recently, Spectrum Wealth Management has become a branch office of  WNY Asset Management, LLC, creating one of the largest locally owned and independent financial planning firms in ...READ MORE

Matthew Newman Earns CFP® Certification

December 28, 2017

Matthew Newman CFP®, Wealth Manager at WNY Asset Management, has earned the Certified Financial Planner certification by successfully completing the CFP® Comprehensive Examination ...READ MORE

David Jarosz Joins the WNY Asset Management Team

October 9, 2017

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 ...READ MORE

Peter Kazmierczak Joins the WNY Asset Management Team

September 5, 2017

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 ...READ MORE

WNY Asset Management Volunteers at the Food Bank of WNY

August 15, 2017

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!

Laureen Syta Joins the WNY Asset Management Team

August 7, 2017

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 ...READ MORE

Debra Brown Earns CFP® Certification

October 14, 2016

WILLIAMSVILLE, NY - Debra A. Brown CFP®, Wealth Manager at WNY Asset Management has earned the Certified Financial Planner certification by successfully completing the CFP® ...READ MORE

WNY Asset Management is Ranked as one of WNY’s Fast Track Companies

August 19, 2016

WNY Asset Management is honored to be presented with the 2016 Fast Track Award. This award is presented to privately held Western New York companies for being one of the fastest-growing ...READ MORE

WNY Asset Management takes part in the 2016 United Way Day of Caring

August 17, 2016

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 ...READ MORE

Half Way to Tax Day Celebration

May 24, 2016

Our CPA Financial Network will be hosting a Half Way to Tax Day Celebration on Wednesday, October 26, 2016 at Giancarlo's Restaurant.

WNY Asset Management takes part in the 2015 United Way Day Of Caring

August 19, 2015

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. ...READ MORE

Matthew Newman Joins the WNY Asset Management Team

August 3, 2015

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 ...READ MORE

Patrick Kinsley Jr. Joins the WNY Asset Management Team

July 27, 2015

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 ...READ MORE

Debra Ishman Joins the WNY Asset Management Team

October 14, 2014

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 ...READ MORE

O’Connor Earns CFP® Designation

September 25, 2014

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 ...READ MORE

Promotion of Yvonne Dryfhout to Client Service Associate

September 2, 2014

WNY Asset Management, LLC announces the promotion of Yvonne Dryfhout to the position of Client Service Associate where she will be assisting Rob Castiglione and Tom Duerr. Yvonne ...READ MORE

WNY Asset Management takes part in the 2014 United Way Day Of Caring

August 20, 2014

WNY Asset Management, LLC participates in the United Way Day of Caring and is assigned to the Buffalo City Mission, along with other area businesses. ...READ MORE

Alicia Boice joins the WNY Asset Management Team

August 4, 2014

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 ...READ MORE

WNY Asset Management is ranked in Financial Advisor RIA Survey & Ranking 2014

July 29, 2014

WNY Asset Management, LLC is honored to be Nationally ranked in Financial Advisor RIA Survey & Ranking 2014. ...READ MORE

WNY Asset Management is ranked in Business First as Who’s Who in Business and Finance 2014

July 7, 2014

WNY Asset Management, LLC is honored to be ranked in Buffalo Business First as Who’s Who in Business and Finance 2014. ...READ MORE

Jennifer Topp joins the WNY Asset Management Team

July 1, 2014

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 ...READ MORE

Annual Spring Meeting

June 18, 2014

WNY Asset Management, LLC – The Client Experience – We’re excited to share the results of our efforts to enhance the client experience with WNY Asset Management and ...READ MORE

Client Appreciation Event

September 20, 2013

Date: November 2, 2013; Place: The Aurora Theatre; Time: 2:00 pm WNY Asset Management, LLC is hosting a Client Appreciation Event at The Aurora Theatre on Saturday, ...READ MORE

WNY Asset Management is ranked in Business First as Who’s Who in Business and Finance 2013

July 18, 2013

WNY Asset Management is honored to be ranked in Buffalo Business First as Who’s Who in Business and Finance 2013. ...READ MORE

Christine Kennedy joins the WNY Asset Management team

January 21, 2013

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 ...READ MORE

WNY Asset Management names O’Connor Senior Wealth Manager

October 25, 2012

WILLIAMSVILLE, NY – WNY Asset Management has ...READ MORE

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 ...READ MORE

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

January 5, 2012

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 ...READ MORE

Willard joins WNY Asset Management

November 30, 2011

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 ...READ MORE

Promotion of Ronald Lojacono to Partner

June 6, 2011

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 ...READ MORE

Roseann Gannon joins WNY Asset Management

March 24, 2011

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 ...READ MORE

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 ...READ MORE

Promotion of Susan Volpe to Manager, Client Administration

March 17, 2010

WNY Asset Management, LLC announces the promotion of Susan Volpe to Manager, Client Administration. Sue joined the firm in 2006 after 15 years insurance, retirement plan and ...READ MORE

Kimberlee Rooth joins WNY Asset Management

July 17, 2008

WNY Asset Management, LLC welcomes Kimberlee Rooth as a Relationship Manager. Kim brings fourteen years of experience in the financial services industry. ...READ MORE

Lisa Williams joins WNY Asset Management, LLC

April 14, 2008

WNY Asset Management, LLC welcomes Lisa Williams as a Relationship Manager. Lisa brings ...READ MORE