Rob Castiglione

Rob Castiglione is a partner at WNY Asset Management, LLC, where he leads the CPA Financial Network™ and specializes in providing holistic financial planning and customized investment strategies for clients in the Buffalo, NY region. His role encompasses investment portfolio management, client relationship development, and coordinating multidisciplinary teams to serve the firm’s diverse client base.

Rob’s expertise spans multiple asset classes, with a focus on equities, portfolio construction, and economic analysis. He is recognized for his background in equities trading, in-depth knowledge of financial markets, and tailored advice that addresses both general and CPA-affiliated clients’ needs.

Prior to joining WNY Asset Management, Rob was an equity trader for a diversified financial group in New York City and worked at M&T Bank. He holds a BS in Finance from Canisius College and an MBA with Beta Gamma Sigma honors from Boston College. Rob is a CERTIFIED FINANCIAL PLANNER® professional and a member of industry organizations such as the Financial Planning Association and the Independent Association of Accountants.