Meet the Team
- We are financial advisors held to a fiduciary standard
- We offer full transparency to your clients
- We give unbiased recommendations
- There is no securities licensing needed
- Compensation is tied to client’s account value, not transactions
Wealth Management Team
John Pieroni, CFP® | 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. Please contact John at email@example.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. Please contact Rob at firstname.lastname@example.org.
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. Please contact Ron at email@example.com.
Eugene O’Connor, 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. Please contact Eugene at firstname.lastname@example.org
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. Please contact Evan at email@example.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. Please contact David at firstname.lastname@example.org.
Debra Brown, MBA, CFP® | Associate 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. Please contact Debra at email@example.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. Please contact Matt at firstname.lastname@example.org.
Client Service Team
Kim 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. Please contact Kim at email@example.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. Please contact Alicia at firstname.lastname@example.org.
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. Please contact Jennifer at email@example.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. Please contact Laureen at firstname.lastname@example.org.
Michele Balseca | Client Service Associate, 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. You can contact Michele at email@example.com.
Finance and Administration
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. Please contact Linda at firstname.lastname@example.org.
Christine Kennedy | Membership Administrator
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. Please contact Christine at email@example.com