The annual award is presented to a manager who exhibits unsurpassed dedication to superior client service and outstanding leadership.
PHILADELPHIA – Janney Montgomery Scott LLC, a leading full-service wealth management, capital markets, and asset management firm, has named Bruce Milstein its 2023 Branch Office Manager of the Year. The annual award is presented to a manager who exhibits unsurpassed dedication to superior client service, outstanding leadership, and resourceful integration of resources, both in the office and community.
Bruce serves as Senior Vice President and Complex Director of Janney’s New York City Complex, including the Manhattan and Purchase, New York, Branch Offices. Since joining Janney in 2022, Bruce has made an immediate impact in his region, advancing the growth of his branch offices and recruiting new Financial Advisors to the firm, all while demonstrating exceptional leadership and character.
“Congratulations to Bruce on this recognition. He is a highly respected leader and a true professional. He exemplifies our values and showcases an unwavering commitment to supporting our Financial Advisors and clients. We’re proud to have him as part of our team,” said Kevin Reed, President of the firm’s Private Client Group.
“It’s an honor to be named Janney’s Branch Office Manager of the Year, which wouldn’t be possible without the support, effort, and dedication of our entire team,” said Bruce. “Janney’s advisor-centric culture has enabled me to make a positive impact, as we work to deliver the best to our clients. I look forward to building on this momentum to continue to grow in our region and attract talented Financial Advisors to the firm.”
Bruce has over 25 years of industry experience, starting as a Financial Advisor in 1998 before transitioning into leadership roles focused on helping and supporting advisors 12 years later.