Janney announced that Steven N. Perlman, First Vice President/Wealth Management, has joined Janney in the firm’s Boston, MA 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, announced that Steven N. Perlman, First Vice President/Wealth Management, has joined Janney in the firm’s Boston, MA branch office. Mr. Perlman, a 23-year industry veteran, was previously affiliated with Raymond James.
“Steve is a great addition to the depth of talent in Janney’s Boston branch office and we are thrilled to welcome him to the firm” said David Varela, Complex Manager. “He is well-respected in the area and has built a strong practice by focusing on the individual needs of his clients. I am grateful that Steve sees Janney as the best firm to enable him to continue to build on that solid foundation moving forward.”
“I decided to make the move to Janney because of the firm’s respect for the client-advisor relationship and focus on best-in-breed technology,” said Mr. Perlman. “Janney proved to be the firm that was best suited for positioning both me and my clients for success.”
Mr. Perlman currently serves as Vice President of Medway Youth Basketball. He previously served as a board member for the Bay State Hospital Charitable Foundation and volunteered his time coaching Medway youth basketball and soccer. He earned a bachelor’s degree in Business Administration/Finance from Bryant University.
Janney’s Boston, MA branch office is located at 60 State Street, 35th Floor, Boston, MA 02109.
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.