Janney is pleased to announce that five of the firm’s Complex and Branch Office Managers have been recognized by On Wall Street in its 2018 list of the nation’s Top 75 Branch Managers. This annual recognition honors leaders from branch offices across the United States for their efforts on behalf of advisors and clients.
PHILADELPHIA, PA – September 5, 2018 – 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 five of the firm’s Complex and Branch Office Managers have been recognized by On Wall Street in its 2018 list of the nation’s Top 75 Branch Managers. This annual
recognition honors leaders from branch offices across the United States for their efforts on behalf of advisors and clients.
The Janney Branch Managers named to the 2018 list include:
• Carroll Allen, Branch Manager of the Raleigh, NC office
• Kevin Bradley, Complex Manager of the Lancaster and York, PA offices
• Vincent Crognale, Complex Manager of the Greenville and Lewes, DE offices
• George Keith, Complex Manager of the Darien, Fairfield, Glastonbury, Mystic, New Haven and West Hartford, CT offices
• Doran Young, Complex Manager of the Cincinnati, Columbus Grandview and Mansfield, OH offices
“We are thrilled to congratulate these leaders for receiving this honor and are grateful for their unwavering dedication to our advisors, their clients and their communities,” said Jerry Lombard, President of the firm’s Private Client Group. “These managers continuously demonstrate success in recruiting top talent to the firm, as well as in helping their Financial Advisors excel. They have not only added significant value to their respective offices and regions, but have been instrumental in the growth and success of Janney as a whole.”
On Wall Street’s Top 75 honorees were nominated by their firms and then narrowed down by a panel of independent experts. The managers were evaluated based on a number of factors, including their knowledge of regulatory and compliance issues, performance in recruiting and retaining talented advisors, and serving as a mentor to younger advisors. Winners were also evaluated based on their ability to generate new business for their office(s) and their knowledge of digital tools and new technologies.
About Janney’s Top Branch Manager Honorees:
Carroll Allen – Senior Vice President/Wealth Management, Branch Office Manager – Raleigh, NC
Carroll Allen opened Janney’s Raleigh, NC office in 2003 and has served as its Branch Manager since its inception. In 2017, he was responsible for further expanding Janney’s presence in the region when he opened the firm’s Goldsboro,
NC satellite branch. A former teacher and middle school principal, he is a natural mentor to advisors in the office and uses his education background to help clients understand the investment process. Mr. Allen has been a member of Janney’s
Branch Manager Leadership Council for the past three years and is consistently ranked among the firm’s top-performing Branch Office Managers based on branch revenue, assets under advisement and demonstration of extraordinary leadership skills.
Kevin Bradley, AWMA®, Senior Vice President/Wealth Management, Complex Manager – Lancaster and York, PA
As Susquehanna Complex Manager of Janney’s Lancaster and York, PA offices, Mr. Bradley leads over 40 experienced professionals entrusted with over $3 billion in client assets. He was promoted to the role of Complex Manager in 2017 after exceeding
expectations as Branch Office Manager of the Lancaster office, a role he held since 1993. For his efforts as the Lancaster Branch Manager, he was recognized as Janney’s Branch Office Manager of the Year in 2014 and was previously named to On
Wall Street’s Top 100 Branch Managers in 2009. His numerous leadership positions both within Janney and the community include serving as the Chair of Janney’s Branch Manager Leadership Council (2012-2014), a member of Janney’s Board
of Managers (2012), and his current role as President of the Board of Compass Mark, an addiction prevention organization. He is also a past board member of the Donegal Athletic Club and was the Secretary of the Board, and Loan Review Committee member,
and an Investment Advisory Committee member of the Brethren in Christ Foundation.
Vincent Crognale, CLTC®, Senior Vice President/Wealth Management, Complex Manager – Greenville and Lewes, DE
Mr. Crognale has over 20 years of experience in the financial services industry and more than five with Janney. As Branch Manager, he has successfully led the expansion of Janney’s Greenville office, opened the firm’s Lewes office, and has
consistently ranked as one of the firm’s top Branch Office Managers for revenue and recruiting performance. For his efforts, he was selected as the Chair of Janney’s Branch Manager Leadership Council, was recognized by On Wall Street in
2017 as one of the nation’s Top 10 Branch Managers, and honored in 2018 as Janney’s Branch Office Manager of the Year. Outside of Janney, Mr. Crognale serves on the Board of the Delaware Institute for the Arts in Education, spends time
volunteering for the Boy’s and Girl’s Club of Delaware and is a Past President of the Delaware Region of the Porsche Club of America.
George Keith, CPA, Senior Vice President/Private Client Group, Complex Manager – Darien, Fairfield, Glastonbury, Mystic, New Haven and West Hartford, CT offices
George Keith has consistently ranked as one of Janney’s most successful managers in recruiting, welcoming more than 30 Financial Advisors and over 25 additional support staff to his six offices during his nearly five-year tenure as Complex Manager.
In total, he currently supervises over 90 professionals, including nearly 60 Financial Advisors, in the firm’s Darien, Fairfield, Glastonbury, Mystic, New Haven, and West Hartford, CT offices. This is the third consecutive year that Mr. Keith
has been recognized as a Top Branch Manager by On Wall Street. In 2017, he was honored as Janney’s Branch Manager of the Year and he currently sits on Janney’s Branch Manager Leadership Council. Outside of Janney, Mr. Keith serves as the
Vice Chairman of the Board for the Habitat for Humanity of Coastal Fairfield County.
Doran Young, AAMSⓇ, CRPCⓇ, Complex Manager of Cincinnati, Columbus Grandview and Mansfield, OH offices
Doran Young has over 30 years of experience in the financial services industry, including several in branch and complex leadership roles. Since joining Janney in 2015, he has focused on expanding Janney’s presence in Ohio and has opened two new
offices in the state, including the firm’s Columbus Grandview, OH office in 2018 and the Cincinnati, OH office in 2016. He was previously recognized as a Top Branch Manager by On Wall Street in 1998. Mr. Young holds the Accredited Asset Management
Specialist℠ and Chartered Retirement Planning Counselor℠ certifications. He also attended the Leadership Institute for Branch Managers from The Wharton School.
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.