Robert Brian Werner

Winthrop Partners - WNY LLC (Winthrop) is an independent, SEC-registered investment advisor headquartered in Buffalo, New York. Winthrop provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities.

First Niagara Bank NA provides financial and banking services to individuals, families and businesses throughout New York, Pennsylvania, Connecticut, and Massachusetts. It offers residential and commercial real estate loans, commercial business loans, consumer loans, wealth management products, as well as retail and commercial deposit products. The company was founded in 1870 and is headquartered in Buffalo, NY.

PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals.