Receives prestigious recognition for second consecutive year.
PHILADELPHIA – Janney Montgomery Scott LLC, a leading full-service wealth management, capital markets, and asset management firm, is pleased to announce Stedmark Partners has been named one of the Top Wealth Management Teams by Forbes for the second consecutive year.
Stedmark Partners is led by Financial Advisors Mark Eskin, Executive Vice President/Wealth Management; Edward Blumenthal, Executive Vice President/Wealth Management; and Christopher Borden, Executive Vice President/Wealth Management.
They are joined by Account Executive Julie Maxwell, Vice President/Wealth Management; Elizabeth Hines, Senior Registered Private Client Associate; Marianne McGovern, Senior Registered Private Client Associate; Donna Hamilton, Senior Registered Client Service Associate; Devin Lancit, Registered Client Service Associate; Patricia Lombardo, Senior Client Service Associate; and Michael McCarron, Registered Client Service Associate.
“Congratulations to Stedmark Partners on this exceptional recognition. They consistently serve as leaders at the firm, exemplifying Janney’s values, with not only their comprehensive wealth management and planning approach, but their willingness to give back to the firm and help lead it forward, while also having a deep commitment to the community,” said Kevin Reed, President of the firm’s Private Client Group. “Over the years, the team has evolved into 10 members, all while maintaining integrity and absolute professionalism in everything they do. We thank them for their continued commitment to their clients and the firm.”
Stedmark Partners collectively manages over $2 billion in assets for successful individuals, business enterprises, medical practices, and non-profit organizations, with a singular focus on delivering personalized investment and financial planning advice. They provide guidance on a wide range of financial matters, including sophisticated financial planning, investment management, retirement income planning, education funding, and inter-generational wealth transfer.
View the full list of Forbes’ America’s Top Wealth Management Teams.
Forbes America’s Top Wealth Management Teams (Top 100 HNW and Top 100 PW)
Data provided by SHOOK® Research, LLC. Data as of 3/31/23.
Source: Forbes.com (November, 2023). Forbes America’s Top Wealth Management Teams ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
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