Frank joined Janney Montgomery Scott in 2016 after more than fourteen years with Merrill Lynch and Morgan Stanley. Frank has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, awarded by the Certified Financial Planner Board of Standards Inc., the Chartered Retirement Planning Counselor (CRPC®) designation from the College for Financial Planning, and the Certification in Long Term Care (CLTC®) designation.
In his early career, Frank spent a dozen years working in the telecommunications and technology industries in marketing management roles. After graduating from Rutgers University with a BA, Frank earned an MBA from the Haas School of Business at the University of California, Berkeley—followed by a certificate in financial planning from the NYU School of Continuing and Professional Studies.
Frank is also a graduate fellow of the 2011 Class of Leadership New Jersey (LNJ), anon-profit organization of successful professional women and men which strives to achieve a greater good in their professions and communities. LNJ also works with state leaders to help make New Jersey a better place to live and work.
Frank has been active in Rutgers leadership for two decades having served on both of the university’s governing boards as well as the Rutgers Camden Board of Directors and the Rowan University-Rutgers Camden Board of Governors. He served on the search committees for the university president, the Camden campus chancellor, the New Brunswick campus chancellor, and the Vice Chancellor for Diversity, Inclusion and Community Engagement, having chaired the latter two.
Frank is also active with the Berkeley Haas Alumni Network and is a life member of Omega Psi Phi Fraternity, Inc., the National Black MBA Association Inc., the California Alumni Association, and the Rutgers University African-American Alumni Alliance.
Frank resides in Flemington, New Jersey with his wife, Cindi, and their son James.
Craig joined Janney Montgomery Scott as a Financial Advisor in 2016 and has a decade in financial services, including seven years with Merrill Lynch and stints in the private equity and insurance industries. In addition to working directly with clients, Craig is responsible for the team’s equity and securities research—carefully screening investments to help provide clients with allocations that align with their personal goals, tolerance for risk, and need for liquidity. Asset Allocation does not ensure a profit or protect against loss in declining markets. He has earned the financial planning certificate from NYU’s School of Professional Studies, as well as the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, awarded by the Certified Financial Planner Board of Standards Inc.
Craig provides traditional portfolio advice and guidance and helps clients pursue their investment objectives by recommending third-party investment managers’ strategies, funds, or portfolios.
While earning a bachelor degree in Economics from Rutgers University, Craig was a varsity football letter-winner. Prior to that, Craig attended Michigan State University where he also lettered as a member of the varsity football team.
Craig is a proud recipient of the President’s Volunteer Service Award for his ongoing volunteer work in the community. He is a member of the Football Letterwinners Associations at both Rutgers and Michigan State. Craig also belongs to the Omicron Delta Epsilon economics society and serves as a volunteer coach for local youth basketball, baseball and soccer teams.
Craig resides in Sergeantsville, New Jersey with his wife, Kelly, and their (twins) son and daughter.
Zoe joined Janney Montgomery Scott LLC as a Private Client Associate in 2017.
In her team role, Zoe helps clients with their insurance, wealth management, and retirement planning projections, as well as administrative & service related client issues. Zoe is a graduate of Rutgers University with a degree in American Studies.
Zoe holds her Series 7 and Series 66 securities licenses and is licensed to conduct client insurance business. In addition, Zoe earned the Accredited Wealth Management Advisor (AWMA®) professional designation from the College for Financial Planning and is a Notary Public in the states of New Jersey and Pennsylvania.
An active volunteer for the Rutgers Alumni Association, Zoe currently serves on the Young Alumni Committee. Her interests include horticulture, camping, music, and exercise. She previously served as a volunteer at the Bonnaroo Music Festival in Tennessee.
Zoe resides in Trenton, New Jersey with her husband, Zac, and their dog and two cats.
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
Shurdonna serves as the Director of Janney’s High Net Worth Consulting group. In this role, she collaborates with Financial Advisors to fully assess clients’ needs, identify a range of potential strategies, and coordinate product solutions for those with significant wealth.
Shurdonna has more than 15 years of progressive experience in the investment-management industry. She joined Janney in 2017 as a Senior Financial Planner. Previously, Shurdonna was a Financial Advisor in Vanguard Personal Advisor Services®, where she provided investment guidance and financial-planning services to high-net-worth clients and their families. Shurdonna also served in Vanguard’s Education Savings Group, where she focused on 529 Plans and college-savings strategies. While at Vanguard, Shurdonna had the opportunity to rotate through several of the firm's departments, including Retirement Plan Services, International, and Retail Investor Group, as part of their Accelerated Leadership Development Program.
Shurdonna has earned the Certified Financial PlannerTM designation and holds FINRA Series 7 and 63 licenses. She received her Juris Doctor (J.D.) from Temple University Beasley School of Law and has a Bachelor of Science in Finance from Morgan State University Earl G. Graves School of Business and Management.
Shurdonna is an active leader in her region's nonprofit community and currently serves as a board member and a member of the finance committee of Philadelphia's Magic Gardens. She’s also a member of the Financial Ministry at her church, as well as a member of Alpha Kappa Alpha Sorority, Inc.