About Janney

About Janney

Putting clients first is ingrained in the way we do business. When combined with our shared values, a spirit of continuous improvement and a strong commitment to diversity, we create a team of employees that are passionate about achieving successful results for our clients.

Mission & History

For more than 180 years we've been the highest standard of success in financial relationships. Find out why.

Careers at Janney

Crucial to our success is attracting and retaining the best talent to achieve superior results for our clients.

Recent News & Events

Veteran Financial Advisors Join Janney Montgomery Scott in Fairfield, CT Branch 
Fairfield, CT – August 13, 2014 – Janney Montgomery Scott LLC (“Janney”), a leading full-service wealth management, financial services and investment banking firm headquartered in Philadelphia, PA, today announced that Michael Lynfield, a 30-year industry veteran, has joined Janney’s Fairfield, CT branch office as First Vice President/Investments. Michael Lynfield, who has decades of investment management experience guiding leading European and American institutions specializing in domestic US equity trading, is joined by Mike Kozik, CFP® and Account Executive, to form the Lynfield Kozik Investment Group.

Janney Montgomery Scott Expanding With New Office Opening In Alexandria, Virginia 

PHILADELPHIA, PA – August 11, 2014 – Janney Montgomery Scott LLC (“Janney”), a leading full-service wealth management, financial services and investment banking firm headquartered in Philadelphia, PA, today announced that it further expanded its presence in the Washington, D.C. / Virginia marketplace with the grand opening of a new office in Alexandria, VA on Monday, August 11, 2014.
 

Computerworld Names Janney Montgomery Scott to 2014 List of 100 Best Places to Work In Information Technology
Philadelphia, PA – June 25, 2014 – IDG’s
Computerworld announced Janney Montgomery Scott as an honoree for 2014 Best 100 Places to Work in IT.”   This is an annual ranking of the top 100 work environments for technology professionals selected and published by IDG’s Computerworld.  The list is compiled based on a comprehensive questionnaire regarding company offerings in categories such as benefits, career development, training and retention.  In addition, Computerworld conducts extensive surveys of IT workers.  Responses factor heavily in determining the rankings.  In the list, Janney was ranked #13 of 23 Midsize firms.

 

The Guggenheimer Zaki Team Joins Janney from Barclays
Philadelphia, PA – April 10, 2014 – Janney Montgomery Scott LLC (“Janney”), a leading full-service wealth management, financial services and investment banking firm headquartered in Philadelphia, Pa., today announced the hiring of Steven Guggenheimer as Executive Vice President/ Wealth Management and George Zaki as Vice President/Wealth Management to the firm’s New York, NY branch office located in Midtown. The team brings with them more than 25 years in the financial services industry.  

 

Three Janney Advisors Named to Financial Times “FT 400” List of Top Advisors
Philadelphia, PA – March 25, 2014 – Janney Montgomery Scott LLC (“Janney”) today announced that three of the firm’s Financial Advisors have been named to Financial Times’ 2014 list of “Top 400 Financial Advisors,” published March 25, 2014. The advisors named from Janney are: Edward Blumenthal, Executive Vice President, Philadelphia, Pa., Charles Noble, Executive Vice President New Haven, Conn., and Sheila Shaffer, Executive Vice President, Washington DC.

Former Merrill Lynch Advisor, Martin Lutschaunig, Joins Janney
Philadelphia, PA - March 19, 2014 – Janney Montgomery Scott LLC (“Janney”), a leading full-service wealth management, financial services, and investment banking firm headquartered in Philadelphia, Pa., today announced that 21-year industry veteran Martin Lutschaunig, CFP®, CRPC® has joined Janney’s Yardley, Pennsylvania office as Senior Vice President/Wealth Management. Lutschaunig will be joined by Senior Registered Private Client Assistant, Patricia A. Coluccio.

Seven Janney Financial Advisors Named Among the Best in the Country
Philadelphia, Pennsylvania – February 24, 2014 – Janney Montgomery Scott LLC (“Janney”) today announced that seven of the firm’s Financial Advisors have been named to Barron’s 2014 list of “Top 1,200 Advisors,” published February 22, 2014. The advisors named from Janney are: Ed Blumenthal of Philadelphia, Pa., Mark Eskin of Philadelphia, Pa., Joseph P. Hassett, Jr. of Providence, R.I., Charles J. Noble, III of New Haven, Ct., Gary Rooth of Raleigh, N.C., Jerry Scheinker of Baltimore, Md., and Allan Strange of Richmond, Va.

Financial Advisors Oremland and Goldfarb Join Janney Montgomery Scott in Washington, DC 
Philadelphia, PA – January 17, 2014 – Janney Montgomery Scott LLC (“Janney”), a leading full-service wealth management, financial services, and investment banking firm headquartered in Philadelphia, PA, today announced that Norman L. Oremland and Steven W. Goldfarb have moved their practice, The Oremland / Goldfarb Group, to Janney’s Washington, DC branch office.

Veteran Financial Advisor Seth Diamond Joins Janney Montgomery Scott in Glastonbury
Philadelphia, Pa. – December 20, 2013 – Janney Montgomery Scott LLC (“Janney”), a leading full-service wealth management, financial services and investment banking firm headquartered in Philadelphia, Pa., today announced that 30-year industry veteran Seth Diamond has joined Janney’s Glastonbury, Ct. branch office as Vice President/Investments.

Janney Montgomery Scott Hires Morgan Stanley Team, Expands Presence in Maryland
Baltimore, Md. – November 11, 2013 – Janney Montgomery Scott LLC (“Janney”), a leading full-service wealth management, financial services and investment banking firm headquartered in Philadelphia, Pa., today announced that 26-year industry veteran Douglas Velnoskey has joined Janney’s Baltimore, Md., branch offices as Senior Vice President/Wealth Management.

Janney Montgomery Scott Hires RBC Team, Expands Presence in Maryland
Bel Air, Md. – November 8, 2013 – Janney Montgomery Scott LLC (“Janney”), a leading full-service wealth management, financial services and investment banking firm headquartered in Philadelphia, Pa., today announced that 23-year industry veteran John Goles has joined Janney’s new Bel Air, Md., branch as Senior Vice President/Branch Manager.

Janney Expands Presence in Connecticut with Recent Hires from Merrill Lynch
West Hartford, Conn. – October 4, 2013 – Janney Montgomery Scott LLC (“Janney”), a leading full-service wealth management, financial services and investment banking firm headquartered in Philadelphia, Pa., today announced the addition of five industry veterans to the firm’s West Hartford, Conn. branch office, who collectively oversee more than $900 million in client assets.

Janney Named Among the Top Wealth Management Firms in the Country
Philadelphia, Pa. – September 19, 2013 – Janney Montgomery Scott LLC (“Janney”), a leading full-service wealth management, financial services and investment banking firm headquartered in Philadelphia, Pa., today announced that the firm has been named to Barron’s 2013 list of “Top 40 Wealth Managers,” published September 14, 2013, ranking #37.

 

Veteran Financial Advisor Vincent Crognale Joins Janney in Greenville
Greenville, Del. – August 5, 2013 – Janney Montgomery Scott LLC (“Janney”), a leading full-service wealth management, financial services and investment banking firm headquartered in Philadelphia, Pa., today announced that 18-year industry veteran Vincent Crognale has joined Janney’s Greenville, Del., branch office as First Vice President/Wealth Management.

Veteran Financial Advisor Marc Chait Joins Janney in Fort Lauderdale
Fort Lauderdale, Fla. – August 1, 2013 – Janney Montgomery Scott LLC (“Janney”), a leading full-service wealth management, financial services and investment banking firm headquartered in Philadelphia, Pa., today announced that 15-year industry veteran Marc Chait has joined Janney’s Fort Lauderdale, Fla., branch office as Senior Vice President/Investments.

Veteran Financial Advisor Steven Sapirstein Joins Janney in Boca Raton
Boca Raton, Fla. – July 23, 2013 – Janney Montgomery Scott LLC (“Janney”), a leading full-service wealth management, financial services and investment banking firm headquartered in Philadelphia, Pa., today announced the hiring of Steven Sapirstein as Vice President/ Assistant Branch Manager of the firm’s Boca Raton Fla., branch office.

Veteran Financial Advisor David Seigerman Joins Janney in Bedminster
Bedminster, N.J. – July 23, 2013 – Janney Montgomery Scott LLC (“Janney”), a leading full-service wealth management, financial services and investment banking firm headquartered in Philadelphia, Pa., today announced that 14-year industry veteran David Seigerman has joined Janney’s Bedminster, N.J., branch office as First Vice President/Investments.

Janney Continues Expansion of Equities Business with Addition of Three Senior Equity Research Professionals
Philadelphia, Pennsylvania – June 26, 2013 – Janney Capital Markets announced  the hiring of Paul
Knight as Managing Director and Senior Analyst covering Life Sciences Technology. Additionally, the firm hired
Michael Gorman as Director and Senior Analyst covering the REIT sector and Michael Guyre as Director and
Senior Analyst, Forensic Accounting.

 

Veteran Branch Manager Greg Torretta Joins Janney in Fort Lauderdale

Fort Lauderdale, Fla. – June 18, 2013 – Janney Montgomery Scott LLC (“Janney”), a leading full-service wealth management, financial services and investment banking firm headquartered in Philadelphia, Pa., today announced the hiring of Greg Torretta as Vice President/Branch Manager of the firm’s Fort Lauderdale, Fla. branch office.

Janney Expands Presence in Maryland with Recent Hires from MSSB
Wesminster, Md. – June 18, 2013 – Janney Montgomery Scott LLC (“Janney”), a leading full-service wealth management, financial services, and investment banking firm headquartered in Philadelphia, Pa., today announced that 32-year and 26-year industry veterans Alfred DeRenzis and Scott Ford have joined Janney’s new Westminster, Md. branch office, a satellite of the Baltimore, Md., branch office, as Senior Vice President/Wealth Management and First Vice President/Wealth Management, respectively.

Veteran Financial Advisors W.G. Simms Oliphant Jr. and Christopher Smith Join Janney in Columbia
Columbia, S.C. – June 11, 2013 – Janney Montgomery Scott LLC (“Janney”), a leading full-service wealth management, financial services, and investment banking firm headquartered in Philadelphia, Pa., today announced that 34-year industry veteran W.G. Simms Oliphant Jr. and 17-year industry veteran Christopher Smith have joined Janney’s Columbia, S.C. branch office both as Senior Vice President/Wealth Management.

Veteran Financial Advisors Robert Benson and Michael Slaymaker Join Janney in Washington D.C.
Washington, D.C. – June 5, 2013 – Janney Montgomery Scott LLC (“Janney”), a leading full-service wealth management, financial services and investment banking firm headquartered in Philadelphia, Pa., today announced that industry veteran Robert Benson and his partner Michael Slaymaker have joined Janney’s Washington, D.C. branch office as First Vice President/Wealth Management and Vice President/Wealth Management, respectively.

 

Janney Montgomery Scott Hires Industry Veteran Randall Renneisen
May 20, 2013 – Janney Montgomery Scott LLC (“Janney”), a leading full-service wealth management, financial services and investment banking firm headquartered in Philadelphia, Pa., today announced that 30-year industry veteran Randall Renneisen has joined Janney’s Greenville, Del., branch office as Executive Vice President/Wealth Management.

 

Janney Capital Markets Analysts Named to Wall Street Journal’s “Best on the Street” List
May 14, 2013–Janney Capital Markets, a division of Janney Montgomery Scott—a leading regional full-service financial services firm—announced today that two Janney equity research analysts were named to The Wall Street Journal’s “Best on the Street” 2013 list.

Five Janney Advisors Named to “FT 400” List 
April 17, 2013 – Janney Montgomery Scott LLC (“Janney”) today announced that five of the firm’s Financial Advisors have been named to Financial Times’ 2013 list of “Top 400 Financial Advisors,” published April 11, 2013. The advisors named from Janney are: Robert Bishop of Pittsburgh, Pa., Ed Blumenthal and Mark Eskin of Philadelphia, Pa., Charles Noble of New Haven, Conn., and Gerald Scheinker of Baltimore, Md.  

 

Janney Names Andrew Maddaloni Director of Equity Research

April 11, 2013 - Janney Capital Markets announced Andrew Maddaloni has been named Director of Equity Research within their Equity Capital Markets business. Maddaloni joined Janney Capital Markets in the fall of 2012 as Managing Director and Head of Product Management; he assumed the role of Director of Research on April 1, 2013.

 

Janney Montgomery Scott Hires Industry Veteran Jonathan Fairbanks
April 5, 2013 – Janney Montgomery Scott LLC (“Janney”), a leading full-service wealth management, financial services and investment banking firm headquartered in Philadelphia, Pa., today announced that 30-year veteran Jonathan Fairbanks has joined Janney’s West Hartford, Conn. branch office as First Vice President/Wealth Management. Fairbanks oversees more than $100 million in client assets.

Janney Capital Markets Adds 12 Equity Trading and Sales Professionals
March 14, 2013 - Janney Capital Markets, a division of Janney Montgomery Scott—a leading regional full‐service financial services firm—announced the expansion of its Equity Capital Markets business, with the addition of 12 experienced professionals in the areas of sector trading, sales trading and research sales.

Janney Deepens Presence in North Carolina with Addition of Veteran Advisor Team
February 27, 2013 – Janney Montgomery Scott LLC announced that it has hired David E. Grice, Executive Vice President/Wealth Management and Branch Manager, and expanded its presence in western North Carolina with the opening of a new branch office in Hendersonville and a satellite office in Asheville.

Four Janney Financial Advisors Named Among the Best in the Country
February 20, 2013 - Janney Montgomery Scott announced that four of the firm’s Financial Advisors have been named to Barron’s 2013 list of “Top 1,000 Advisors,” published February 16, 2013.

Janney Montgomery Scott Hires Industry Veteran John Kline
February 15, 2013 - Janney Montgomery Scott announced that 20-year industry veteran John Kline has joined Janney’s Raleigh, N.C. office as Executive Vice President/Wealth Management.

Janney Montgomery Scott Appoints Veteran Branch Manager to Lead Consolidated Office in southern New Jersey
February 12, 2013 - Janney Montgomery Scott announces the appointment of Stephen Marchel as branch manager of the Firm’s expanded Linwood, NJ branch office. Marchel previously served in the same role at Janney’s former Margate, NJ office, which was recently merged into the Linwood location.

Janney Capital Markets Appoints Gregory Voetsch as Head of Equities
January 8, 2013 - Janney Capital Markets today announced Gregory C. Voetsch has joined the firm as Head of Equities. Bringing more than 25 years of experience and leadership to the firm, Voetsch will lead Janney’s equity sales, sales trading, trading, and research groups.

 

Veteran Software Analyst Yun Kim Joins Janney Capital Markets; Expansion of Technology Research Team Adds to Firm’s Research Offering
December 18, 2012 – Janney Capital Markets today announced that Yun Kim has joined the firm’s Technology Research team covering software. The addition of Mr. Kim reaffirms Janney’s commitment to providing customers high quality research in Janney’s core verticals.

 

Janney Montgomery Scott Hires Gregory McShea as General Counsel; Promotes Anthony Miller to Chief Administrative Officer
December 10, 2012 – Janney Montgomery Scott LLC (“Janney”) today announced Gregory B. (Greg) McShea, Esq. has joined the firm as Senior Vice President and General Counsel. The firm also announced the promotion of Anthony (Tony) Miller to Executive Vice President, Chief Administrative Officer and Financial Operations Principal.

Janney Municipal Credit Analyst Named 2012 Municipal All Star

December 10, 2012 – Thomas Kozlik, Director and Municipal Credit Analyst with Janney Capital Markets, has been named to SMITH’s Research and Gradings 2012 Municipal All Star Team. Selected to the Third Team for Housing Bonds, the rating is based on Kozlik’s reputation and the value of his commentary, as determined by SMITH’s Blue Ribbon Ballot Committee and over 1,000 institutional investors.

 

Janney Capital Markets Expands Research and Banking Capabilities
December 7, 2012 – Janney Capital Markets today announced that it has deepened its Equity Research and Investment Banking capabilities with the addition of a health care vertical and hiring of five talented and experienced professionals from ThinkEquity.

 

Janney Announces New Product; Continues Fixed Income Growth with Addition of CD Underwriting Team
October 18, 2012 – Janney Capital Markets announces the hire of Kevin Roche, Managing Director, and Jeff Miller, Managing Director, to lead the firm’s expansion into the certificates of deposit (CD) and structured product underwriting and origination businesses. Roche and Miller will be joined by their ten-person team from MPS Fixed Income, with whom they’ve worked since 2010.

Industry Veteran George Keith Hired as Janney Montgomery Scott’s Darien Complex Manager
October 17, 2012 – Janney Montgomery Scott LLC (“Janney”), is pleased to announce the hiring of George Keith as Senior Vice President/Complex Manager of the firm’s Darien, Conn. Complex, which includes offices in Fairfield, Glastonbury and West Hartford.

Janney Montgomery Scott Announces Leadership Appointment; New Team in Southeast Region
October 3, 2012 – Janney Montgomery Scott LLC (“Janney”), is pleased to announce the appointment of Andrew M. Kistler, III as Senior Vice President and Regional Manager of Janney's Southeast region. The firm also announced the addition of The Palmetto Advisory Group, working from Janney's Columbia and Hilton Head branches in South Carolina.

Veteran Advisor Peter R. Hecht Joins Janney from UBS
August 28, 2012 – Janney Montgomery Scott LLC (“Janney”), is pleased to announce that 22-year industry veteran Peter R. Hecht has joined the firm as First Vice President/Wealth Management in Janney’s Mount Laurel, NJ branch office.

 

Industry Veteran Jeff Smith Hired to Lead Janney Montgomery Scott’s D.C. Office
August 21, 2012 – Janney Montgomery Scott LLC (“Janney”), is pleased to announce the hiring of Jeff Smith as Senior Vice President and Branch Manager of the Firm’s Washington, D.C. office.

Veteran Advisor Christopher G. Willett Joins Janney from Morgan Keegan
July 24, 2012 – Janney Montgomery Scott LLC (“Janney”), today announced that 30-year industry veteran Christopher G. Willett has joined the firm as Executive Vice President/Investments in Janney’s Atlanta branch office, managed by Jeff Paulsen.

A Granddaughters Journey 
July 22, 2012 – Eileen McDonnell, chief executive of Penn Mutual Life Insurance, was featured in a column on leadership in the New York Times on Sunday, July 22.  

 

Janney Investment Banking Continues Expansion Gregory Roth Joins Janney’s Technology and Media Group
July 18, 2012 – Janney Montgomery Scott ("Janney"), a leading full-service investment banking and financial services firm, is pleased to announce the hiring of Greg Roth as Managing Director in the Technology and Media Group within the Firm’s Investment Banking group. Mr. Roth will focus on the software sector.

Thomas Graham Joins Janney from Morgan Stanley
May 29, 2012 – Janney Montgomery Scott LLC (“Janney”), one of the nation’s largest full-service regional financial services firms, today announced that Thomas Graham has joined the firm as Senior Vice President/Wealth Management, in its Washington, D.C. branch.