CoverProfile

Michael Workley

Associate Wealth Manager

WNY Asset Management

United States, New York, Buffalo

About Me

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

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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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