Janney is pleased to announce that six of the Firm’s Financial Advisors have been recognized by Forbes magazine in its 2018 Best-In-State Wealth Advisors ranking.
PHILADELPHIA, PA – Janney Montgomery Scott LLC (“Janney”), a leading full-service wealth management, financial services, and investment banking firm headquartered in Philadelphia, PA, is pleased to announce that six of the Firm’s Financial Advisors have been recognized by Forbes magazine in its 2018 Best-In-State Wealth Advisors ranking. This prestigious recognition was given to Janney’s Edward Blumenthal, Executive Vice President, Philadelphia, PA; Mark Eskin, Executive Vice President, Philadelphia, PA; Peter Sargent, Executive Vice President, Raleigh, NC & Newtown, PA, Joshua Scheinker, Executive Vice President, Baltimore, MD; Sheila Shaffer, Executive Vice President, Washington, DC; and Allan Strange, Executive Vice President, Richmond, VA.
“This prestigious group of Janney advisors represents the highest standard of success in financial relationships,” said Jerry Lombard, president of the firm’s Private Client Group. “This recognition is well-deserved and a testament
to their ability to develop and sustain a strong financial advisory practice – built on relationships, trust, and above all else, meeting the needs of their clients.”
The Forbes Best-In-State Wealth Advisors ranking, developed by SHOOK Research, was compiled after two years of due diligence, including 5,200 interviews. Those advisors that are considered have a minimum of seven years’ experience, and are evaluated based on factors such as revenue trends, assets under management, compliance records, industry experience, and those that encompass best practices in their approach to working with clients. SHOOK received over 20,000 nominations, which was narrowed down to over 5,000 nominees. Ultimately, only 2,000 top-performing advisors across the country were chosen and assigned a ranking within their respective states.
About the Janney Best-in-State Wealth Advisors:
Edward S. Blumenthal, Philadelphia, PA – Ranked #12 in Pennsylvania
Ed Blumenthal serves as Executive Vice President/Wealth Management and a senior partner of Stedmark Partners at Janney Montgomery
Scott. An Accredited Wealth Management Advisor℠, Blumenthal was previously named a Barron’s “Top Advisor” from 2013
through 2017. He was also named among the “Top 400 Financial Advisors” by Financial Times in 2013, 2014, 2016, and 2017, and, along with his team, was recognized by the Philadelphia Business Journal as a “Top Financial
Advisor in Greater Philadelphia” in 2010.
Blumenthal is a member of the Philadelphia Estate Planning Council and is a frequent speaker at industry conferences events, including the Securities Industry and Financial Markets Association’s (SIFMA),The Wharton School’s KPMG Global Conference, and other national conferences. He is a board member serving as Chair of Development on the Executive Committee of the Eastern Pennsylvania/Delaware Regional Chapter of the Anti-Defamation League (ADL), also having served as Chair of the ADL’s 2017 “WALK Against Hate.” He is an active member of the National Multiple Sclerosis Society, Greater Delaware Valley Chapter’s Planning Team for the MS City to Shore Bike Tour, and as a League Certified Instructor for the League of American Bicyclist, Blumenthal teaches bike safety skills to all ages. Blumenthal received his B.A. in Economics and Certificate of Management from the University of Rochester.
Mark R. Eskin, Philadelphia, PA – Ranked #13 in Pennsylvania
Mark Eskin serves as Executive Vice President/Wealth Management and is a senior partner of Stedmark Partners at Janney Montgomery Scott. An Accredited Wealth
Management Advisorsm, Eskin was named a Barron’s “Top Advisor” in 2010, and from 2012 through 2017. He was also named among the “Top 400 Financial Advisors” by Financial Times in 2013, and, along with
his team, was recognized by the Philadelphia Business Journal as a “Top Financial Advisor in Greater Philadelphia” in 2010.
Eskin is an active member of the Board of Trustees of the Abington Health Foundation and the Madlyn & Leonard Abramson Center for Jewish Life in Horsham, PA, and serves on the Board of Directors of the Federation Endowments Corporation of the Jewish Federation of Greater Philadelphia. He also Chairs the Business Council of Abington Memorial Hospital, and is a past-President of the 800-member Philadelphia Estate Planning Council. He received his B.A. in Political Science from the University of Pennsylvania, and is a magna cum laude graduate of the Temple University School of Law.
Peter H. Sargent, Raleigh, NC & Newtown, PA – Ranked #19 in Pennsylvania
Peter Sargent is an Executive Vice President/Wealth Management and the founder of Sargent Wealth Management of Janney Montgomery Scott, with
offices in Newtown, PA and Raleigh, NC. Sargent has over 25 years of industry experience and holds both the CFA designation and CFP® certificate, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He was selected
as a Barron’s “Top Advisor” in 2009, 2010, 2012, and 2017, named among the “Top 400 Financial Advisors” by Financial Times in 2017, and was featured in On Wall Street magazine’s “Top
40 Advisors Under 40” in 2006.
He is a member of the New York Society of Security Analysts, a member of the University of Delaware Financial Planning and Wealth Management Advisory Board and was a former Board Member of the Alumni Association at the University of Delaware’s Business School.
Joshua A. Scheinker, Baltimore, MD – Ranked #58 in Maryland
Joshua Scheinker serves as Executive Vice President/Wealth Management and a member
of Scheinker Wealth Advisors. Scheinker serves as President of the Alumni Board of St. Paul's School for Boys and has led their 800-attendee Brooklandwood Bash the past two years. He is also the Alumni representative on the St. Paul’s School
Board of Trustees. Scheinker is a former Board Member of the Crohn's & Colitis Foundation of America – Maryland Chapter and has chaired their Spotlight Gala. He was also the Revenue Chair of the 2015 Green Valley North Turkey Trot. Scheinker
formerly served on the Investment Committee of Jemicy School and Miles That Matter | Ulman Cancer Center. He is a graduate of Emory University’s Roberto C. Goizueta Business School.
Sheila S. Shaffer, Washington, DC – Ranked #23 in District of Columbia
Sheila Shaffer is the leader of Shaffer Wealth Advisory Group, a multi-generational team, at Janney Montgomery Scott in Washington, D.C. As a Certified Financial Planner CFP®, Shaffer and her team provide personalized comprehensive wealth management
and customized portfolio solutions for affluent clients. The team is responsible for managing over $500 million in client assets for individuals, small businesses, and multi-generational families. In 2017, Shaffer was named to Forbes’ list
of “America’s Top Women Advisors,” and recognized as Janney’s Financial Advisor of the Year in 2016. She has also been named among the “Top 400 Financial Advisors” by Financial Times in 2014, 2015, and
2017, and in 2014, as one of their “Top 100 Women Advisors.”
Shaffer has served, and continues to serve, on a variety of boards including the National Museum of Women in the Arts (NMWA), Janney’s Financial Advisory Council, and the Janney Board of Managers. She is a member of the DC Chapter of the International Women’s Forum. A dedicated member of the Washington, D.C. and Shepherdstown, W.V., she supports the Race for the Cure, DC Special Olympics, and the Contemporary American Theater Festival in Shepherdstown WV.
Allan H. Strange, Richmond, VA – Ranked #14 in Virginia
Allan Strange, Executive Vice President/Wealth Management, leads the Strange Group at Janney
Montgomery Scott, and has been advising clients on their investments for nearly 40 years. The Strange Group was founded with a simple mission: to help clients achieve their financial goals through trusted advice and unparalleled service. Strange and
his team focus on holistic financial planning for individuals and families as well as advising company retirement plans. He is consistently ranked by Barron’s as a “Top Advisor,” an honor he received in 2009, and from 2011
through 2017. He was recognized by the Financial Times as a “Top 401 Retirement Plan Advisor” and named among the “Top 400 Financial Advisors” in 2015 through 2017. Strange was named as Janney’s Financial Advisor
of the year in 2015, has been a member of Janney’s premier CEO Roundtable since joining the firm in 2009, and has earned the Accredited Investment Fiduciary® designation from Fiduciary 360.
Strange is the founder and first president of the Metropolitan Richmond Sports Backers and past board member of Richmond Forum and the Virginia State Golf Association. An avid golfer, he played professionally for 3 years after graduating from East Tennessee State University.
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.