A Lehigh Valley native and CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, Julie focuses on family wealth planning
that has multi-generational impact. She believes informed financial and life decisions improve a person’s odds of successful outcomes. She helps define a client’s goals and values and applies a disciplined financial planning process that helps to shape behavior to achieve both short and long-term goals. The result can help families act and move through life with confidence and simplify decision-making in a complex world.
Professional Experience
Julie has over 20 years of client-facing experience in the finance and logistics industries. She joined Janney in 2019 after 9
years at Morgan Stanley. In 2021, she obtained the designation of an Accredited Investment Fiduciary (AIF®). In 2018, she received her Certification for Long-Term Care (CLTC®). She earned the Certified Divorce Financial Analyst® (CDFA®) designation in 2016 and is trained to provide financial advice and to educate clients on the financial implications of different divorce settlement proposals. Her investment and advisory registrations include Series 7 and 66 as well as the PA Life, Accident and Health Insurance license. Her MBA in strategy and economics is from the Melbourne Business School in Australia and her BBA is from the University of North Florida.
Personal Background
Julie is Board Member of the Estate Planning Council of the Lehigh Valley and a member of Lehigh Valley Aging in Place. Since 2007, she has been active with the Greater Lehigh Valley Chamber of Commerce and held positions such as the Chair of the Ambassadors Council and a member of the Board of Governors. She is a passionate fundraiser for the YWCA Allentown and will emcee for the Annual Perfect Fit Luncheon a fourth time in 2021.
Julie was honored as a 2019 Woman of Influence from Lehigh Valley Business. Julie received the Young Professional Athena Award, which is given by the Greater Lehigh Valley Chamber of Commerce’s Women’s Business Council. She campaigned for the Leukemia & Lymphoma Society to capture the title of Lehigh Valley’s Woman of the Year. She was honored by Lehigh Valley Business as a winner in the Forty Under 40 awards program in 2013.
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