Forbes Names Stedmark Partners a Top Wealth Management Team

PHILADELPHIA – Janney Montgomery Scott LLC, a leading full-service wealth management and investment banking firm, is pleased to announce Stedmark Partners has been named to the list of America’s Top Wealth Management Teams by Forbes for the third consecutive year.

Stedmark Partners is led by Financial Advisors Mark Eskin, Executive Vice President/Wealth Management; Edward Blumenthal, Executive Vice President/Wealth Management; and Christopher Borden, Executive Vice President/Wealth Management.

They are joined by Account Executives Julie Maxwell, Vice President/Wealth Management and Noam Zilberstein; and supported by Elizabeth Hines, Senior Registered Private Client Associate; Marianne McGovern, Senior Registered Private Client Associate; Donna Hamilton, Senior Registered Client Service Associate; Devin Lancit, Registered Client Service Associate; Patricia Lombardo, Senior Client Service Associate; and Michael McCarron, Registered Client Service Associate.

"Congratulations to Stedmark Partners on this prestigious honor. The team consistently leads by example at Janney, upholding the highest standards of integrity and professionalism through their dedication to clients, collaborative spirit, and commitment to the community,” said Kevin Reed, President of Janney’s Private Client Group. “We’re grateful for their continued contributions to the firm and their clients’ success and proud to support them.”

Stedmark Partners collectively manages over $2 billion in assets for successful individuals, business enterprises, medical practices, and non-profit organizations, with a singular focus on delivering personalized investment and financial planning advice. They provide guidance on a wide range of financial matters, including sophisticated financial planning, investment management, retirement income planning, education funding, and inter-generational wealth transfer.

View the full list of Forbes’ America’s Top Wealth Management Teams.

Forbes America’s Top Wealth Management Teams (Top 100 HNW and Top 100 PW)

Data provided by SHOOK® Research, LLC. Data as of 3/31/24

Source: Forbes.com (November, 2024).  Forbes America’s Top Wealth Management Teams ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results.  Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.