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About
Ron Lojacono is a Partner at WNY Asset Management in Buffalo, NY, where he serves as a key member of the firm's Investment Committee and leads recruiting efforts. In his capacity as partner, he focuses on portfolio design and management, financial planning, pensions, and long-term care strategies, leveraging broad expertise to help clients achieve their financial objectives.
Ron brings over two decades of financial industry experience, including eight years as a Financial Advisor at UBS before joining WNY Asset Management in 2005. He is a CERTIFIED FINANCIAL PLANNER® professional, with a Bachelor of Science in Business from Medaille College, and has served as both member and past President of the Financial Planning Association of Western New York.
At WNY Asset Management, Ron specializes in tailored investment solutions, covering traditional asset classes, risk management strategies, retirement planning, and insurance products including long-term care. His approach centers on comprehensive wealth management for individuals, and he plays a central role in serving the firm's broad base of clients, particularly those seeking personalized financial and investment strategies.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| WNY Asset Management | Partner | Aug 2005 to Present | Advisory Services offered through WNY Asset Management, LLC, a SEC Registered Investment Advisory Firm. Broker Dealer services are offered through Cadaret, Grant & Co. Inc. Member FINRA/SIPC. WNY Asse... |
| CPA FINANCIAL NETWORK | Partner | Aug 2005 to Present | The CPA Financial Network (tm) helps over four dozen accounting firms offer financial planning services to their clients in a consultative manner. |
| UBS | Financial Advisor | Jan 1998 to Jan 2005 | — |
Skills & Expertise
Others at WNY Asset Management, LLC (2)
| Name | Role | Location |
|---|---|---|
| Managing Partner | Buffalo, NY , United States | |
| Partner | Buffalo, NY , United States |
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