PHILADELPHIA – Janney Montgomery Scott LLC, a leading full-service wealth management, capital markets, and asset management firm, has opened a new office in Pittsfield, Massachusetts, with the addition of Berkshire Wealth Advisors. The team was previously associated with Raymond James.
The team is led by Financial Advisor Stephen Sykes, Executive Vice President/Investments. He is joined by Financial Advisor Tamara Lee, Vice President/Investments, Michael Abdalla, Account Executive and Christeen Stracuzzi, Private Client Associate.
“We’re pleased to open a new office in the region with the addition of Berkshire Wealth Advisors. The team brings significant wealth management experience and a dedication to providing personalized service to their clients,” said David Varela, Complex Manager. “We’re thrilled they have chosen to join Janney and recognize the benefits of our boutique culture and industry-leading platform in helping them to exceed client expectations.”
About Berkshire Wealth Advisors
Stephen Sykes, Executive Vice President/Investments, Financial Advisor. Stephen joins Janney with 28 years of industry experience in helping his clients with financial planning, investment management and estate planning. Before joining Janney, Stephen was a Financial Advisor at Raymond James. Stephen graduated from Fairfield University with a Bachelor of Science in finance.
Tamara Lee, Vice President/Investments, Financial Advisor. Tamara joins Janney with 10 years of experience in assisting clients with retirement planning, investment management and client communication. She enjoys assisting clients develop comprehensive plans to help them pursue their financial goals while providing a high level of personal service tailored to each clients' individual needs. Tamara has a Master of Business Administration in general business from Western New England University and a Bachelor of Science in finance from Bryant University.
Michael Abdalla, Account Executive. Michael joined Berkshire Wealth Advisors in 2023 following his graduation from Fairfield University with a bachelor’s degree in finance. Michael holds his SIE, Series 7, and Series 66 securities registrations. His passion for business started at a young age while working in several roles within his families’ local businesses.
Christeen Stracuzzi, Private Client Associate. Christeen began her career in finance at TD Bank. Her duties as a teller earned her a promotion to Head Teller. She was introduced to the investment side of the business when she joined Berkshire Wealth Advisors in 2020. She graduated from Berkshire Community College in Theatre and Fine Arts.