Featured

She will be responsible for the development and ongoing management of Janney's fee-based platforms.

PHILADELPHIA – Janney Montgomery Scott LLC, a leading full-service wealth management, capital markets, and asset management firm, has announced the addition of Lindsey Tracey as Head of Advisory Solutions.

In this role, Lindsey and her team will be responsible for the development and ongoing management of Janney’s fee-based platforms, including consulting, design, due diligence, pricing, and program administration. She will also lead the development of strategies that allow for enhanced customization around tax efficiency, values investing, direct indexing, among other solutions. 

“We’re thrilled to have Lindsey join Janney. She has a thorough understanding of the wealth management business and advisor service model, as well as the importance of delivering a robust platform to advisors and clients. Over the years, she has been able to develop relationships with advisors to implement industry leading technology solutions, providing scale and efficiency to advisory platforms,” said Kevin Reed, Executive Vice President, Head of Wealth Management.

Lindsey has more than 15 years of experience and brings in-depth knowledge in both advisory product and platform development. She most recently served as Director of BNY Mellon’s PershingX advisory platform. Prior to Pershing, she worked at Lincoln Financial Group and also held various senior positions at Morgan Stanley where she was responsible for the evolution of the firm’s unified managed account platform.

Contact us for more information

Bradd DelMuto

Director, Corporate Communications

Contact Bradd DelMuto

She will be responsible for the development and ongoing management of Janney's fee-based platforms.

PHILADELPHIA – Janney Montgomery Scott LLC, a leading full-service wealth management, capital markets, and asset management firm, has announced the addition of Lindsey Tracey as Head of Advisory Solutions.

In this role, Lindsey and her team will be responsible for the development and ongoing management of Janney’s fee-based platforms, including consulting, design, due diligence, pricing, and program administration. She will also lead the development of strategies that allow for enhanced customization around tax efficiency, values investing, direct indexing, among other solutions. 

“We’re thrilled to have Lindsey join Janney. She has a thorough understanding of the wealth management business and advisor service model, as well as the importance of delivering a robust platform to advisors and clients. Over the years, she has been able to develop relationships with advisors to implement industry leading technology solutions, providing scale and efficiency to advisory platforms,” said Kevin Reed, Executive Vice President, Head of Wealth Management.

Lindsey has more than 15 years of experience and brings in-depth knowledge in both advisory product and platform development. She most recently served as Director of BNY Mellon’s PershingX advisory platform. Prior to Pershing, she worked at Lincoln Financial Group and also held various senior positions at Morgan Stanley where she was responsible for the evolution of the firm’s unified managed account platform.

Contact us for more information

Bradd DelMuto

Director, Corporate Communications

Contact Bradd DelMuto

Filter by Topic

Media Contact

Bradd DelMuto
Corporate Communications Director
[email protected] 
215-665-6595

 

For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

To learn about the professional background, business practices, and conduct of FINRA member firms or their financial professionals, visit FINRA’s BrokerCheck website: http://brokercheck.finra.org/

;