News

COVID-19 Status Updates

Back to Work Plan

In response to the COVID-19 outbreak and in preparation for returning to the office WNY Asset Management will be implementing the below changes. The Firm is introducing a new Health and Safety Policy, the purpose of which is to protect our clients, staff and their...

read more

COVID-19 Update April 22

As we continue to monitor the progression of COVID-19 and the impact on global markets and economies, we thought it was important to provide you with some timely updates. Since mid-February, stock, and bond markets have experienced a significant amount of volatility,...

read more

CARES Act Provides Relief to Individuals and Businesses

On Friday, March 27, 2020, the Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law. This $2 trillion emergency relief package is intended to assist individuals and businesses during the ongoing coronavirus pandemic and accompanying economic...

read more

SMARSH Emails Are Legitmate

SMARSH EMAILS ARE LEGITIMATE WNY Asset Management, uses the company, SMARSH, to encrypt our emails for security reasons. Depending on your email provider, you may be prompted to set up an account with SMARSH in order to read the email that we sent you. Typically, once...

read more

Investment Strategy Update

Over the past six weeks we have been proactively adjusting our investment models, held at TD Ameritrade, to manage volatility and to seek out new investment opportunities that we have identified. The most recent adjustments were made primarily for two reasons: First,...

read more

COVID-19 Update March 25

To our clients, families & friends: We all know that the ongoing COVID-19 response effort continues to impact our communities. During these unique times, WNY Asset Management employees are all working from home and using the technology that we have invested in to...

read more

COVID-19 Update March 16

To Our Valued Clients, As the novel coronavirus (COVID-19) continues to impact our communities, we wanted to take a moment to update you about how WNY Asset Management is navigating this challenging environment. WNY Asset Management’s top priority is the continued...

read more

Tina Harman Joins WNY Asset Management

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 Corporate Controller. Tina also has extensive experience in both corporate and public accounting, she spent 6...

read more

Matthew Bomgaars joins WNY Asset Management

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 Relationship Specialist.

read more

Nicholas Scibilia Joins WNY Asset Management

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 graduate of the State University of New York at Buffalo and a 15 year veteran of the...

read more

Matthew Newman Earns CFP® Certification

Matthew Newman 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. He joined WNY Asset Management...

read more

David Jarosz Joins the WNY Asset Management Team

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...

read more

Peter Kazmierczak Joins the WNY Asset Management Team

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 college hockey team, he has demonstrated his group leadership and project management...

read more

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...

read more

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...

read more