The recognition underscores their commitment to clients and the profession.
PHILADELPHIA – Janney Montgomery Scott LLC, a leading full-service wealth management, capital markets, and asset management firm, is pleased to announce that Financial Advisors Christopher Borden and Jeremy Lambert have been named 2021 Top Next-Gen Wealth Advisors by Forbes.
Chris is a First Vice President/Wealth Management at Stedmark Partners in Philadelphia. His areas of concentration include investment management and financial planning. Chris is on Janney’s FA Council and serves as chair of the financial planning committee. He was also named a Top Next-Gen Wealth Advisor by Forbes in 2020. Chris graduated from Temple University with a Bachelor of Arts degree in business administration and continues to support his alma mater as an adjunct professor teaching a personal finance course, treasurer of the University Alumni Association, and member of the Temple University Owl Club. Chris is also involved in a variety of community organizations, including serving on the Board of Directors for Elwyn, a nonprofit human services organization that supports adults and children with Autism, intellectual and developmental disabilities, and related behavioral health challenges.
Jeremy is an Executive Vice President/Wealth Management at Chesapeake Wealth Advisors in Greenville, Delaware. Jeremy’s extensive knowledge in financial planning – retirement, estate, education, and asset allocation planning – ensures his group is able to offer comprehensive services to every client. He has been recognized by Forbes as Best-In-State Wealth Advisor in 2021, and a Top Next-Gen Wealth Advisor in 2017, 2018, and 2019. Jeremy was also named a Top 40 Regional BD Advisor Under 40 in 2020 by OnWallStreet, and a Top 40 Regional BD Advisor Under 40 in 2021 by Financial Planning. He graduated from the University of Delaware with a Bachelor of Science degree in finance.
The Forbes 2021 Top Next-Gen Wealth Advisors list, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of four years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience, and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
View the full list of Forbes' Top Next-Gen Wealth Advisors.
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, New York Stock Exchange, and Securities Investor Protection Corporation. Additional company information is available at www.janney.com.