Michael serves as an Associate Wealth Manager for WNY Asset Management. In this role, he works closely with clients to conduct financial planning analysis and in-depth portfolio reviews. As a member of firm’s Investment Management Committee, he also assists fellow committee members in maintaining and implementing the firm’s various investment strategies. In his former position with WNYAM, Michael served as a Business Analyst responsible for the daily trading and investment operations of the firm. Michael is experienced as a financial services specialist; having held previous roles at Citigroup— within the Institutional Clients Group, as well as at a local Investment Manager. Michael is a

Michael Workley
Associate Wealth Manager
WNY Asset Management
United States, New York, Buffalo
About Me
Profile Information
Associate Wealth Manager
WNY Asset Management
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Buffalo
New York
United States
Oct 9, 2024
Work Experience
WNY Asset Management
Associate Wealth Manager May 2022 - Present
Email: mworkley@wnyasset.com
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