PHILADELPHIA—Janney Montgomery Scott LLC, a leading full-service wealth management and investment banking firm, is pleased to announce the addition of The Moss Bogatch Group. Previously with Morgan Stanley, the team will be based out of Hauppauge and Saratoga Springs, New York and manages nearly $400 million in client assets.
The team is led by Financial Advisors Craig Moss, Executive Vice President/Wealth Management, and Alan Bogatch, Executive Vice President/Wealth Management. They are joined by Financial Advisor Ana Ludemann, Vice President/Wealth Management, and Senior Registered Private Client Associate Cintra Bedassie.
“Janney gives us the best of both worlds—the independence and flexibility to run our practice our way and the support of a firm that’s committed to helping advisors thrive. It’s a culture focused on advisor and client success, making it the perfect fit for our team,” said Craig Moss.
About The Moss Bogatch Group
Craig Moss, Executive Vice President/Wealth Management, Financial Advisor. Craig has over 40 years of experience helping people with their retirement and investment needs. He began his career on Wall Street in November 1982, after working as a CPA for Ernst & Young and Deloitte Haskins & Sells.
In addition to his career in the financial industry, Craig has taught several continuing education courses at local universities including Hofstra and Queensborough College. He holds a Bachelor of Science in Accounting from Babson College, where he graduated with highest honors.
Alan Bogatch, Executive Vice President/Wealth Management, Financial Advisor. Alan has nearly 40 years of industry experience helping clients with financial, retirement, college, investment, and estate planning. He is a Certified Financial Planner professional (CFP®) and has worked closely with clients in all areas of financial planning and tax planning.
Alan began his career at Ernst & Young, where he achieved the position of manager. He then started his own financial planning and tax practice with Financial Planning Associates Inc. in New York City. In 1994, he joined Craig Moss, and they continue to work together to help clients achieve their financial goals.
Alan is a graduate of Syracuse University, where he earned a Bachelor of Science in Accounting and an MBA in Finance.
Ana Ludemann, Vice President/Wealth Management, Financial Advisor. With over seven years of industry experience and background in compliance and risk, Ana brings a deep understanding of regulatory standards, ethical practices, and risk management to every client relationship. Prior to joining Janney, Ana served at Morgan Stanley and Merrill Lynch.
Originally from Serbia, Ana is fluent in four languages and earned a Bachelor of Science in Marketing and Business Management from Megatrend University in Serbia, Bachelor of Science in Finance from Adelphi University, and MBA in Business and Finance from Molloy University.
Outside of the office, she is an active Molloy University and Adelphi University Alumna, engaging with the community through alumni events focused on financial literacy and professional development. She is also an active member of the Massapequa Chamber.
