Janney is pleased to announce that six of the firm’s Financial Advisors have been named to Forbes’ 2018 list of America’s Top 1,000 Next-Generation Wealth Advisors.
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 named to Forbes’ 2018 list of America’s Top 1,000 Next-Generation Wealth Advisors. This prestigious recognition, which honors young, talented advisors who represent the future of the wealth management industry, was given to Janney’s Noah Doyle, Ryan Hamilton, Jeremy Lambert, Daniel ‘Mac’ Lynch, Charles Princiotto, and Logan Reed.
“Janney is a destination for elite Financial Advisors, and that includes many young, successful advisors who will be leading Janney and our clients’ into the future,” said Jerry Lombard, President of the firm’s Private Client Group. “I am pleased to congratulate these advisors on this well-deserved recognition and commend them for putting their clients’ needs at the center of all they do. They represent a bright future for Janney and we look forward to supporting them for many years to come.”
The Forbes state-by-state ranking of America’s Top Next Generation Wealth Advisors, now in its second year, is developed by SHOOK Research and recognizes advisors born in 1980 or later with a minimum of four years relevant experience. More than 23,000 nominations were received for the 2018 ranking and only 1,000 were selected. Advisors on the list have built and lead their own teams, have joined teams and are viewed as future leadership, or a combination of both. Rankings are based on factors including industry experience, credentials, compliance records, assets under management, and revenue generated for their firms.
About Janney’s Top Next-Gen Advisors:
Noah Doyle, New York, NY
Noah Doyle, Senior Vice President/Wealth Management, leads Battery Park Financial Partners at Janney Montgomery Scott.
Mr. Doyle, who joined Janney in 2017, has more than 10 years of experience in the financial services industry. In addition to leading Battery Park Financial Advisors, he is a Board Member at Bronx Community Charter School and the Founder of the North
Fork TV Festival. A Graduate of Cornell University’s School of Industrial and Labor Relations and Brooklyn Law School, Mr. Doyle is also admitted to practice law in the bar of the State of New York.
Ryan Hamilton, Yardley, PA
Ryan Hamilton, is a Financial Advisor with Sargent Wealth Management at Janney Montgomery Scott. This is the second consecutive year that he has been named a Top Next Gen Wealth Advisor by Forbes. He is a Retirement Income Specialist and is also in the process of obtaining his Certified Financial Planner™ (CFP®) designation. Mr. Hamilton began working in the financial services industry after pursuing a career in professional football as a player with the Philadelphia Eagles. He graduated with honors from Vanderbilt University with degrees in both Economics and Corporate Strategy, while also serving as a four-year starter and captain of the University’s football team. He stays active with the school by serving as the networking chair for the local alumni chapter.
Jeremy Lambert, Greenville, DE
Jeremy Lambert is First Vice President/Wealth Management with Chesapeake Wealth Advisors of Janney Montgomery Scott, which he formed in 2016 along with his partner Michael Porter. He was previously recognized as a Forbes Top Next Gen Wealth Advisor
in 2017. Mr. Lambert, who has more than 10 years of financial services industry experience, graduated from the University of Delaware with a B.S. in Finance.
Daniel ‘Mac’ Lynch, Pittsburgh, PA
Vice, President/Wealth Management, leads The Lynch Team of Janney Montgomery Scott. He is a Certified Financial Planner™ (CFP®) and holds the Certification in
Long-Term Care (CLTC®) designation. Engaged in his community, Mr. Lynch currently serves on the Neighborhood Academy Board of Directors, the Highland Park Community Council (HPCC), The Executive Committee of the Carnegie Museum of Art Advisory
Council (Skibo Society) and in 2015, was selected for and graduated a yearlong program through Leadership Pittsburgh as a member of the XXII class of Leadership Development Initiative. Prior to becoming a Financial Advisor, he was a high school teacher
and coach and graduated with honors from Colby College.
Charles Princiotto, New York, NY
Charles Princiotto, Vice President/Wealth Management, joined Janney in 2017 to form Battery Park Financial Partners at Janney Montgomery Scott.
Mr. Princiotto is a Certified Financial Planner™ (CFP®), Accredited Investment Fiduciary (AIF®), and a Co-Founder and Director to the Kids Dream Big Foundation. He graduated from DeSales University with a B.A. in Business Management
and competed on the University’s basketball team.
Logan Reed, New Haven, CT
Logan Reed, Financial Advisor, has more than a decade of experience in the financial services industry. Mr. Reed has achieved the
advanced designations of Certified Financial Planner™ (CFP®), Chartered Life Underwriter (CLU®), and Certified Investment Management Analyst (CIMA®) through the executive education program at the Wharton School of Business at the
University of Pennsylvania. Mr. Reed is on the investment committee of St. John Bosco Parish, the Treasure of the Branford Community Foundation, and is a past Director of the Branford Rotary Club. He received his bachelor’s degree from Providence
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.