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Janney Welcomes 35 New Hires to the Firm’s Private Client Group

PHILADELPHIA--(BUSINESS WIRE)-- Janney Montgomery Scott LLC (“Janney”), a leading full-service wealth management, capital markets, and asset management firm headquartered in Philadelphia, PA, welcomed 35 professionals to its Private Client Group in the third quarter of 2017. This includes 23 experienced Financial Advisors, entrusted to manage over $2.2 billion in client assets, three Account Executives, and nine Private Client Assistants. Janney also opened two new branches in the third quarter in Franklin, TN and Miami, FL.

  • Frank Amigo, Senior Vice President/ Branch Office Manager, Miami, FL
  • Carlton Anderson, Vice President/ Investments, Darien, CT
  • Susan Beard, Senior Registered Private Client Assistant, Providence, RI
  • Meagan Bourgeois, Account Executive, Goldsboro, NC
  • Sandra Cummings, Financial Advisor, Providence, RI
  • James deFau, Private Client Assistant, Glastonbury, CT
  • Rosa Diaz, Senior Registered Private Client Assistant, New York City, NY
  • Rebecca Dotson, Registered Private Client Assistant, Glastonbury, CT
  • Athena Doty, Senior Registered Private Client Assistant, Goldsboro, NC
  • Stephen Elder, Senior Vice President/ Investments, Franklin, TN
  • Henry Faragalli, Senior Vice President/ Investments, Radnor, PA
  • Victor Fernandez, Assistant Vice President/ Wealth Management, Miami, FL
  • Brendan Flaherty, Senior Vice President/ Wealth Management, Providence, RI
  • Evan Gilchrest, Executive Vice President/ Wealth Management, Glastonbury, CT
  • John Hardiman, Vice President/ Wealth Management, Melville, NY
  • Jeffrey Jackson, Vice President/ Wealth Management, Goldsboro, NC
  • Marguerite Kircher, Senior Vice President/ Investments, Garden City, NY
  • LJ Knoll, Financial Advisor, Naples, FL
  • Janice Kycia, Senior Registered Private Client Assistant, West Hartford, CT
  • William Lepping, Vice President/ Wealth Management, Melville, NY
  • Christopher MacPherson, Executive Vice President/ Wealth Management, Glastonbury, CT
  • Fady Maghak, Executive Vice President/ Wealth Management, Miami, FL
  • Lauren Matus, Private Client Assistant, Garden City, NY
  • Sheala Nichols, Branch Operations Manager, Franklin, TN
  • Christopher Peters, Vice President/ Wealth Management, West Hartford, CT
  • James Poliner, Vice President/ Wealth Management, Glastonbury, CT
  • Kim Richardson, Vice President/ Wealth Management, Franklin, TN
  • Jackie Romero, Private Client Assistant, Miami, FL
  • Michael Rossley, Account Executive, Glastonbury, CT
  • Tracey Schusterman, Executive Vice President/ Wealth Management, Midtown, NY
  • Jamie Smith, Vice President/ Investments, Franklin, TN
  • Paul Sullivan, First Vice President/ Wealth Management, West Hartford, CT
  • Timothy Sullivan, Senior Vice President/ Wealth Management, West Hartford, CT
  • Chris Walker, Senior Vice President/ Wealth Management, Franklin, TN
  • Christopher Walkley, Senior Vice President/ Wealth Management, Garden City, NY

“Janney had a successful quarter recruiting top notch individuals throughout our footprint,” said Jerome F. Lombard, Jr., President, Janney Private Client Group. “We’re happy to welcome them, and are proud that they recognized the value of Janney’s entrepreneurial and client-focused culture. Together, we will work to do what is right for our clients.”

Janney has over $73.5 billion in assets under management as of September 30, 2017. Year to date, Janney has welcomed 68 new Private Client Group members, of which 45 are financial advisors, and opened three new office locations, including Goldsboro, NC.

About Janney Montgomery Scott LLC

Janney provides advice to individual, corporate, and institutional clients. Our expertise includes guidance about asset management, corporate and public finance, equity and fixed income investing, equity research, institutional equity and fixed income sales and trading, investment strategy, financial planning, mergers and acquisitions, public and private capital raising, portfolio management, retirement and income planning, and wealth management. Janney is an independently-operated subsidiary of The Penn Mutual Life Insurance Company and is a member of the Financial Industry Regulatory Authority (FINRA), and Securities Investor Protection Corporation (SIPC). Additional company information is available at www.janney.com.

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Janney Montgomery Scott LLC
Allison McDaniel, 215-665-6595
amcdaniel@janney.com

Source: Janney Montgomery Scott LLC