WNY Asset Management
Eugene O'Connor is a seasoned finance professional with extensive experience in wealth management and financial advisory roles. Since July 2012, Eugene has served as a Senior Wealth Manager at WNY Asset Management, a firm that provides advisory services through an SEC Registered Investment Advisory Firm. Prior to this, Eugene worked as a Financial Advisor at Merrill Lynch from April 2004 to June 2012 and held the position of Portfolio Manager at both Key Private Bank (1998 - 2004) and Harold C. Brown & Co. LLC (1988 - 1998). Eugene's educational background includes a degree from the University of Notre Dame, obtained between 1983 and 1987.
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WNY Asset Management
Anyone can make promises. At WNY Asset Management, we have been helping make our clients’ dreams come true since 1994, by providing relevant, high-quality financial advice that can help you build – and preserve – your wealth. We take a holistic approach, drawing on our decades of hands-on experience as well as our strong relationships with CPAs, attorneys and other advisors who you already trust. Our financial planners take the time to discover your aspirations and expectations, and then work with you to make the decisions that are right for you and your loved ones. With more than 75 years of combined experience, we provide you with a customized investment strategy to meet your financial objectives based on your individual goals, needs and tolerance for risk. Our solutions for your investment strategies are non-proprietary and unique. We understand that no two clients are alike, and we have built our firm on developing financial plans designed to meet – and exceed – our clients’ goals. Disclosures: http://www.wnyasset.com/disclosures/ Third-party posts do not reflect the views of Cadaret, Grant and have not been reviewed by Cadaret, Grant for completeness or accuracy. Securities and advisory services offered through Cadaret, Grant & Co., Inc., Member FINRA/SIPC. Advisory Services are 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 Asset Management LLC, CPA Financial Network & Cadaret, Grant are separate entities.