Our Team
Dan has been serving private clients, businesses, and institutions since 1992, and is the co-founder & Executive Vice President of 1776 Capital Management Group at Janney Montgomery Scott LLC. Dan is a member of Janney’s CEO Roundtable and serves on the firm’s FA Advisory Council and was recognized by Forbes as a Best-In-State Wealth Advisor in 2021, 2022, and 2024.
Dan earned the professional designation of Certified Investment Management Analyst® (CIMA®) 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 at the University of Chicago Booth School of Business. In addition to holding all applicable securities registration, insurance, and commodity licenses, Dan also earned a bachelor’s degree from the University of Richmond in Virginia.
Giving back to the community where he lives and works is extremely important to Dan. He has been affiliated with the Fox Chase Cancer Center Board of Associates for more than a decade and led the group as President from January 2017 through July 2020. Founded in 1965, the Board of Associates is a group of dedicated volunteers who raise funds year-round through projects and special events supporting research and patient care at Fox Chase Cancer Center. The Board comprises 7 member organizations and two affiliates, harnessing the passion, creativity, and generosity of more than 500 volunteers who have raised more than $26 million in support of cancer research. In addition, Dan has served as a Philadelphia Futures volunteer, mentoring inner-city high school students. Dan enjoys swimming, golfing, and reading in his free time. A Bucks County native, he now lives in Blue Bell with his wife Laura, a registered nurse, and their three children, Clare, Danny, and Alex.
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.
Debra S. Roey joined Janney Montgomery Scott LLC in November 2006, as Janney Retirement Plan Services (JRPS) Manager. JRPS was founded in 1982 to provide Janney’s Corporate Retirement Plan Clients with support in plan design analysis, proposal procurement and review, investment fiduciary services, technical expertise, and problem resolution.
Debra has over 30 years of experience in the Retirement Plan arena. Prior to joining Janney, she served as Regional Director with Union Central Life Retirement and Investment Services. During her tenure, she received numerous sales awards including qualification for the company’s highest society membership. She also served on several corporate committees involved with Strategic Planning and Product Development.
Debra earned a B.A. in Business Administration from Rutgers University.
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
