PHILADELPHIA - Janney Montgomery Scott LLC, a leading full-service wealth management firm and investment banking firm, has announced the addition of David Lojpersberger as Senior Vice President and Complex Director. David will oversee the newly formed Greater Philadelphia Complex, which includes the firm’s Blue Bell, Bryn Mawr, Philadelphia, and Wyncote offices.
With nearly 30 years of industry experience, David will lead both organic and inorganic growth initiatives within the complex, focusing on supporting Financial Advisors and recruiting experienced professionals to the firm. He reports directly to Bob Steinke, Mid-Atlantic Regional Director.
“We’re thrilled to have an experienced leader like David join Janney,” said Bob Steinke. “He is a respected professional with a strong track record of advisor enablement, fostering collaboration, and delivering exceptional support to advisors as they serve their clients. We look forward to his leadership as Janney continues to expand its presence in the Philadelphia region.”
“I’m excited to join Janney and lead the Greater Philadelphia Complex during such an important time of growth,” said David Lojpersberger. “Janney’s reputation for a client-first culture made this the right fit. I look forward to partnering with our advisors to build on that momentum and continue recruiting top advisors to Janney and delivering outstanding service for clients across the region.”
David is a highly accomplished professional with an impressive 30-year career characterized by a consistent record of success. He possesses an in-depth understanding of the intricate nuances of Wealth Management. He believes in empowering advisors to deliver comprehensive financial planning and investment strategies that address the unique needs of each client.
Prior to joining Janney, David served at UBS, overseeing their Philadelphia Complex. He also served as Market Leader for Wells Fargo for over 25 years in the Philadelphia area, leading a team of eight managers and 250 Financial Advisors.
