As Head of Wealth Management, John Yackel is responsible for the strategic direction and oversight of Janney's comprehensive advice and solutions platform that supports the firm’s Financial Advisors in providing clients a personalized, goals-based wealth management experience.
John has 30 years of experience in financial services, wealth management and technology as an accomplished executive and team leader. He brings to Janney a deep understanding of advisory, investment, insurance, trust, lending, retirement, and planning solutions.
He has worked with financial advisors, insurance companies, private banks, family offices, trust companies, institutional money management firms, and CPA firms. He has held leadership roles at various platform and solution providers, including SEI, Envestnet, Fortigent, and Prudential.
John is a previous board member of the ABA National Wealth and Trust Conference, a Board Member and co-founder of LibertyFi, a previous contributor to Stonier School of Banking, and an Advisory Board Member for the Wealth Advisory Growth Network (WAGN). He holds a Bachelor of Arts in Economics from Bucknell University.