Janney today announced that Kirk S. Kolligian, Senior Vice President/Wealth Management, has joined Janney’s New Haven, CT branch office.
PHILADELPHIA, PA – Janney Montgomery Scott LLC (“Janney”), a leading full-service wealth management, financial services and investment banking firm headquartered in Philadelphia, PA, today announced that Kirk S. Kolligian, Senior Vice President/Wealth Management, has joined Janney’s New Haven, CT branch office. Kolligian is joined at Janney by Lynne Rosenfeld, Private Client Assistant. Kolligian and Rosenfeld were previously affiliated with Merrill Lynch Wealth Management.
“I’m thrilled that Kirk chose Janney as the home for his business moving forward,” said George Keith, Complex Manager. “Throughout his long and accomplished career, Kirk has built a strong practice by keeping an unwavering focus on meeting his clients’ needs, and I’m pleased that he sees Janney as the ideal firm to enable him to continue delivering top quality service to his clients in the future.”
Kolligian, a 27-year industry veteran, is entrusted with over $144 million in client assets. While with Merrill, he served as the Chair of their Investment Advisory Council and also sat on the Technology Council. He graduated from Tufts University with concentrations in Psychology, English, and Economics, and is an avid tennis player, having competed in numerous USTA tournaments.
Janney’s New Haven, CT branch office is located at 555 Long Wharf Drive, 11th Floor, New Haven, CT 06511.
About Janney Montgomery Scott LLC
Janney provides advice to individual, corporate and institutional clients. Our expertise includes guidance about asset management, corporate and public finance, equity and fixed income investing, equity research, institutional equity and fixed income sales and trading, investment strategy, financial planning, mergers and acquisitions, public and private capital raising, portfolio management, retirement and income planning, and wealth management. Janney is an independently-operated subsidiary of The Penn Mutual Life Insurance Company and is a member of the Financial Industry Regulatory Authority (FINRA) and Securities Investor Protection Corporation (SIPC). Additional company information is available at www.janney.com.