About Me
Quinn Karpiak first came to Janney in 2015 to work part-time while he was studying Philosophy at Temple University. He holds the Series 7 and 66 security licenses and is familiar with all aspects of the wealth management process, but is especially involved in our client services and technology maintenance. He lives in South Philadelphia with his partner and their 2 cats, and enjoys playing basketball, biking around the city, cooking, and watching movies in his free time.
Colleen Murphy has been with Janney since 1998, currently serving as a Private Client Assistant. With over 25 years of experience in the financial industry, she mainly focuses on account operations and client service. Outside the office, she enjoys going to the beach, traveling, and volunteering with youth cheerleaders. She and her husband, Joe, have two adult children: their daughter, Madelynn, who teaches special education; and their son, Joseph, who is in the Air Force and stationed at McGuire Air Force Base.
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.
Kim Beil serves as Director of the Managed and Insured Solutions Group in Janney Montgomery Scott’s Wealth Management department. In this role, Ms. Beil oversees the daily activities of the Managed and Insured Solutions Group and is responsible for promoting both advisory and insured solutions for the firm.
Ms. Beil is an active member of the Firm, the industry, and is involved in several community organizations. At Janney, she is a member of the Firm’s Women’s Interactive Network (WIN). She is also a founding member for Girls on the Run Philadelphia, a non-profit program that encourages preteen girls to develop self-respect and healthy lifestyles through running. Currently, she volunteers with the Neucrue Cancer Foundation.
A graduate of Drexel University, Mrs. Beil holds a B.S. in business administration, and has over 15 years of financial services industry experience at Janney. She is an Accredited Wealth Management Advisor℠ (AWMA®), holds an insurance license, and is a LEADERSHIP Philadelphia Fellow.
In her spare time, Ms. Beil enjoys running and challenging herself in half marathons.
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 Vice President and the Director of Janney's High Net Worth Consulting Group. She provides comprehensive solutions designed to effectively address complex issues to help high net worth individuals and families, business owners, corporate executives, professional athletes, and others meet their goals and objectives.
Most recently, Shurdonna served as Assistant Vice President & Senior Financial Planner, supporting the advanced financial planning efforts for the Firm's Mid-Atlantic region. She also supported Janney’s clients in achieving their financial goals, provided subject matter expertise, and coached Janney's Financial Advisors and their clients through all aspects of financial planning. Together, they formulate comprehensive financial plans outlining estate, trust, and wealth transfer planning, asset protection, retirement, income tax, and charitable planning strategies.
Shurdonna has more than 15 years of progressive experience in the investment management industry. Previously, Shurdonna was a Financial Advisor in Vanguard Personal Advisor Services®, where she provided investment guidance and financial planning services to clients with significant wealth. Shurdonna also served in Vanguard’s Education Savings Group, focusing 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 its Accelerated Leadership Development Program.
Shurdonna 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. She is a board member and a member of the finance, DEI, and strategic planning committees of Philadelphia's Magic Gardens mosaic art environment. She’s also a member of Alpha Kappa Alpha Sorority, Incorporated, an international service organization.