She will be responsible for the development and ongoing management of Janney's fee-based platforms.
PHILADELPHIA – Janney Montgomery Scott LLC, a leading full-service wealth management, capital markets, and asset management firm, has announced the addition of Lindsey Tracey as Head of Advisory Solutions.
In this role, Lindsey and her team will be responsible for the development and ongoing management of Janney’s fee-based platforms, including consulting, design, due diligence, pricing, and program administration. She will also lead the development of strategies that allow for enhanced customization around tax efficiency, values investing, direct indexing, among other solutions.
“We’re thrilled to have Lindsey join Janney. She has a thorough understanding of the wealth management business and advisor service model, as well as the importance of delivering a robust platform to advisors and clients. Over the years, she has been able to develop relationships with advisors to implement industry leading technology solutions, providing scale and efficiency to advisory platforms,” said Kevin Reed, Executive Vice President, Head of Wealth Management.
Lindsey has more than 15 years of experience and brings in-depth knowledge in both advisory product and platform development. She most recently served as Director of BNY Mellon’s PershingX advisory platform. Prior to Pershing, she worked at Lincoln Financial Group and also held various senior positions at Morgan Stanley where she was responsible for the evolution of the firm’s unified managed account platform.
Will ORielly Joins Janney as Head of Investment and Wealth SolutionsJoins with 30 years of experience working with financial advisors, private banks, insurance compa...
Janney Improves Client Experience with Enhancements to its Secure Client PortalUpgrades improve client experience within a modern, planning-focused design.
Janney Establishes Central North Carolina Complex to Support Growth in the RegionThe complex will include existing offices in Greensboro, Pinehurst, and Winston-Salem.