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Matthew Newman Joins the WNY Asset Management Team

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...

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Patrick Kinsley Jr. Joins the WNY Asset Management Team

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 performance of client portfolios and to assist with research as well as analysis. Patrick has...

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Debra Ishman Joins the WNY Asset Management Team

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 financial professional who holds Series 6 and 63 licenses as well as a Life, Accident...

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O’Connor Earns CFP® Designation

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 CFP® Comprehensive Examination administered by the Certified Financial Planning...

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