Our Team
Dan has been serving private clients, businesses, and institutions since 1992 and is the co-founder and Executive Vice President of 1776 Capital Management Group at Janney Montgomery Scott LLC. He is a member of Janney’s CEO Roundtable and has been recognized by Forbes as a Best-In-State Wealth Advisor five times, most recently in 2026.
Dan earned the Certified Investment Management Analyst® (CIMA®) designation after completing the educational requirements at the University of Pennsylvania’s Wharton School of Business, as well as the Certified Private Wealth Advisor® (CPWA®) designation through the University of Chicago Booth School of Business. In addition to holding all applicable securities registrations, insurance, and commodities licenses, Dan earned a bachelor’s degree from the University of Richmond in Virginia. He is also certified by the Commonwealth of Pennsylvania to provide continuing education credits to CPAs.
Giving back to the community where he lives and works is extremely important to Dan. He remains actively involved with Fox Chase Cancer Center and is a member of both the Fox Chase Cancer Center Board of Associates and its Bucks County Chapter. He is a past president of both organizations and continues to support their mission of advancing cancer research and patient care.
Dan and the 1776 Capital Management Group team are committed to supporting worthy causes throughout the community, including cancer research and educational opportunities. Dan is an Ambassador for the J. Wood Platt Caddie Scholarship Trust and serves on the Board of Governors of the Philadelphia Cricket Club.
Dan is also passionate about mentoring the next generation of financial professionals. Since he began his career, he and his team have regularly hosted college interns each summer through the team’s internship program, providing students interested in wealth management with meaningful exposure to the profession and guidance as they consider their career paths.
Dan grew up in Bucks County and has lived in Blue Bell with his family for 30 years. He and his wife, Laura, a registered nurse, have three young adult children: Clare, Danny, and Alex. In his free time, Dan enjoys swimming, golf, reading, and travel.
Caroline commenced her professional journey at Murphy Quigley Company, where she immersed herself in Project Management, working on projects spanning both union and non-union domains within the construction sector. After two years, her vocational compass steered towards the realm of finance. Embracing her non-traditional path into the industry, she embraces the opportunity to contribute her knowledge and experience to the 1776 Capital Management Group.
Caroline was attracted to Janney by its industry thought-leaders and its client-focused philosophy. She enjoys acquiring industry-specific knowledge and collaborating with seasoned professionals in the field. Central to her approach is a commitment to deriving enjoyment from every task and creating meaningful connections with clients. In her free time, Caroline gravitates towards the gym and hiking. She is an avid reader, enjoying the works of Leo Tolstoy and Emily Bronte. Outside of the office, Caroline’s favorite place to be is Brigantine with her close friends.
We collaborate with other Janney specialists, as needed, who have in-depth experience in specific disciplines. Together, we can assess your unique situation, analyze difference strategies, and develop a plan fit for your unique needs and goals.
Guy LeBas is Janney’s Chief Fixed Income Strategist, as well as Head of Fixed Income for Janney Capital Management. As Strategist, he is responsible for providing direction to the Firm’s clients on the macroeconomic, interest rate, and bond market investing climate.
Guy authors bond market periodicals, which provide relative value recommendations across the fixed income spectrum. With Janney Capital Management, Guy is responsible for overseeing the Firm’s discretionarily managed bond portfolios, which take a client-tailored approach to generating consistent income across interest rate environments.
Guy joined Janney in 2006. Prior to joining Janney, Guy served as Interest Rate Risk Manager for U.S. Trust’s bank asset and liability portfolios, a role in which he oversaw risk and return on $20 billion of bank assets and derivatives.
Guy is also a frequent guest on CNBC, Bloomberg TV and Fox Business News, as well as a regular speaker at financial industry conferences. He received his education from Swarthmore College, holds an M.S. in Applied Economics from Johns Hopkins University, and is a CFA Charterholder.
Mark Luschini is the Chief Investment Strategist for Janney Montgomery Scott LLC, leading the Investment Strategy Group. In that capacity Mark is responsible for establishing the Firm’s broad outlook relating to conditions in the capital markets and the economy and to develop investment strategies that align with the best interest, goals, and objectives of individual and institutional clients. He also establishes the Firm’s asset allocation models used for portfolio construction and financial planning.
As Chief Investment Strategist, Mark serves as the Janney's investment spokesperson, offering national market commentary and developing asset allocation models and investment strategies. He chairs the investment committee and actively interfaces with both current and prospective clients.
Additionally, Mark directs Janney Capital Management, the Firm’s discretionary investment management division. Under his leadership, Janney Capital Management has delivered competitive investment results across multiple strategies. The total assets under management has grown to more than $4 billion, with nearly $3 billion in traditional equity and fixed income assets, and over $1 billion in various strategic and tactical asset allocation strategies utilizing exchange-traded solutions and mutual funds. Mark served on the Board of Managers for Janney, and currently serves as a Trustee for the Firm’s Pension & Profit Sharing Plan. He is a member of the Janney Wealth Management Department’s Mutual Fund and Alternative Investment Committees.
In Janney Capital Management, Mark chairs the Investment Committee which sets asset class and sector policy and directly participates in managing the equity, fixed income, and asset allocation strategies under its advisory. Mark has spent more than 30 years in the investment industry. He utilizes that experience to speak on topics related to macroeconomics and investment management at seminars and conferences.
His comments and written articles have been circulated in numerous publications ranging from the Wall Street Journal and Barron’s to the New York Times, USA Today, Financial Times, and Money magazine. He has appeared in various media outlets including CNBC, Bloomberg Television, Fox Business News, and CNN.
He has a BA and MBA from Gannon University and holds the Chartered Market Technician (CMT) designation from the Market Technicians Association
