Our Team

With our combined industry experience, we strive to provide excellent service as we guide our clients through the phases of investing: wealth accumulation, wealth preservation and wealth distribution.

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Nadav N. Baum
Executive Vice President / Wealth Management, Financial Advisor
About Nadav

Drawn to Janney’s boutique size and entrepreneurial mindset of the firm, Nadav joined the firm in 2016. He has over 35 years of experience in the financial services industry. At Janney, Nadav focuses on individual client needs by recommending customized investment plans tailored to meet each client’s goals and objectives. Over the years Nadav has grown his practice by taking a holistic approach to wealth management and advises high net worth individuals and their families. He believes that every client deserves outstanding customer service and in-depth planning services.

Throughout his career, Nadav has contributed to CNBC Online, Fox News during Facebook IPO, and various editorial articles in local Pittsburgh magazines and newspapers.

Nadav is involved in the community by serving on IUP School of Business Advisory Council and Janney’s FA Council, volunteering with ALS Association of Western Pennsylvania, coaching Shadyside Academy Middle School Basketball, and serving on various committees at Longue Vue Country Club.

Nadav lives in Shadyside with his wife, Nancy, of 32 years. He enjoys spending time with his family, playing golf and cheering on Pittsburgh sports teams.

Nadav earned a Bachelor’s degree in Finance from Indiana University of Pennsylvania. He was awarded Outstanding Broker Award in May 2000 from Registered Rep Magazine. He holds FINRA Series 7, 63, 65, 31, and 24.

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Seth W. Silverman
Financial Advisor
About Seth

Seth Silverman joined Janney Montgomery Scott with Nadav Baum in 2016. Prior to joining the firm, Seth worked at Snow Capital Management and BPU Investment Management, Inc. Seth's role is to provide a wide range of services to clients. He has significant experience in investment management and currently holds the Series 7, Series 63 and Series 65 licenses. He is also licensed in Pennsylvania to advise on Life, Accident, and Health insurance. 


Seth earned a Bachelors in Finance and Economics from University of Pittsburgh. He is also on the Board of Directors for the St. Margaret's Foundation. Seth lives in Fox Chapel with his wife, Annina, and two children, Cam and Alivia. Outside of the office, he enjoys playing golf, spending time with family and watching basketball and football.

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Kilee A. Bomgardner, CFP®, CAP®, AWMA®
Senior Wealth Planning Associate
About Kilee

Joining Janney in 2018, Kilee serves as a Senior Wealth Planning Associate at Baum Private Wealth Advisors of Janney Montgomery Scott. She was attracted to the welcoming and encouraging culture of the firm. Kilee began her career as an advisor immediately upon graduation. She has previous experience as a Financial Advisor at Merrill Lynch and a Financial Planning Intern at Hershey Wealth Advisors (formerly known as Ail's Financial Services) in Hershey, PA.

Kilee serves on the Board of Directors of numerous nonprofit organizations in the community including: Sharon Community Presbyterian Church in Moon Township and the Pittsburgh Chapter of Society for Financial Service Professionals. Along with her leadership experience, Kilee is a Big Sister mentor for Big Brothers Big Sisters of Greater Pittsburgh, Past President of the Moon Township Rotary Club, and past board member of the Treasure House Fashions non-profit organization. In 2020, Kilee was awarded as the Allegheny County District 1 - 2020 Difference Maker Award and a Western PA Rising Star Award from Get Involved Inc.

She graduated Summa Cum Laude from St. Francis University with a Bachelor’s Degree in Finance. She holds FINRA Series 7 and 66. In addition, she is Life, Accident, and Health insurance licenses. Kilee obtained her CFP® designation in 2022. As CFP® professional, she is equipped with the knowledge to help clients in subject areas such as insurance, tax planning, employee benefits, retirement planning, investment management, estate planning, and personal financial planning.

Currently, Kilee lives in Crafton with her fiancé Brian and two Labrador Retrievers- Sidney and Zola. Kilee enjoys camping, hiking, hunting, fishing and spending time with family and friends.

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Matthew O. Bash
Registered Private Client Associate
About Matthew

Through excellent personal service, Matthew assists with the responsibilities of enhancing our clients overall experience with Janney. His professional attitude and his commitment to success helps our clients to prepare for their financial future.

Matthew began his career with Janney in 2017 after working as a Sales Representative for the Washington Nationals. Matthew became a Registered Private Client Associate in 2023 to better serve our clients. He graduated with a Bachelor’s Degree and an MBA from the Indiana University of Pennsylvania.

Outside of the office, Matthew enjoys watching baseball and football, camping, running, and travelling to Las Vegas.

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Emily Rhodes
Private Client Associate
About Emily

Emily joins us with 4 years of experience serving clients in the financial services industry. In her previous roles with Hefren-Tillotson and Ameriprise Financial, she assisted financial advisors with maintaining and growing client relationships. Emily will use her prior work experience to assist our clients in maximizing the use of the many online resources available to our clients, such as MyJanney and MyNetWorth

As a Pittsburgh native, Emily grew up in Shaler and now resides in Coraopolis with her fiancé, Jeremy. They have a black Labrador named Luna, and two cats- Arthur and Simba. In her free time, Emily enjoys playing tennis and hiking. 

Supported By

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.

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Ed Smith
Senior Tax and Estate Planner
About Ed

Ed advises Janney clients and their families through their unique investment journeys by providing advanced estate planning, wealth transfer, and income tax planning strategies. In addition, Ed develops tailored financial planning for high-net-worth clients by reviewing their complex needs and goals to help ensure their legacy benefits the heirs and charities they care about the most.


Ed has a diverse financial background with over three decades of varied experience including serving as a principal for a national public accounting firm, trust counsel for major financial institutions, and as a practicing trusts and estates lawyer. He has extensive experience in estate, fiduciary, and individual income tax planning for ultra-high net worth clients. He also has significant experience with asset protection planning, closely held business owners, and entity structuring.


Ed was previously a practicing tax and estate planning lawyer in Connecticut and Florida and has been a frequent speaker at seminars on various tax, financial, and estate planning topics. He previously served on the editorial advisory board for a national estate planning publication, and has been a speaker for the FICPA, regional and national ABA conferences, and the Florida Attorney/Trust Officer Liaison Conference, among others.


Ed received his J.D. from Quinnipiac University and his B.B.A. in Accounting from St. Bonaventure University. His professional affiliations include East Coast Estate Planning Council; The Florida Bar, Member RPPTL Section; New York State Bar Association; Connecticut State Bar Association; Boca Raton Estate Planning Council, Board Member; South Palm Beach County Bar Association; and United States Tax Court. He has served, or is serving, on the board of directors or committees for various community organizations including America Red Cross; Boca Raton Historical Society; Boca Raton Museum of Art; Greater Boca Raton Chamber of Commerce; Humane Society of Broward County; Leaders in Furthering Education; Leukemia and Lymphoma Society; and State of Israel Bonds Corporation.

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Greg Drahuschak
Market Strategist
About Greg

Greg Drahuschak joined Janney in 1991. He has over 45 years of economic experience and provides daily, weekly, and monthly market commentary, with a particular focus on the equity market, to Janney and our clients.


Prior to joining Janney, he worked as a retail broker with—and eventually transitioned into the research departments of—Butcher & Singer and Wheat First Securities. He was also an instructor at Robert Morris College and the University of Pittsburgh.


Greg has written articles for several newspapers and websites, and has been the featured financial professional on many live radio broadcasts. 


He earned his B.A. in fine arts from the Indiana University of Pennsylvania, as well as certificates from the Wharton School of the University of Pennsylvania and from the New York Institute of Finance.

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Kathleen Stewart
Vice President, Senior Financial Planner
About Kathleen

Kathleen is a Vice President and Senior Financial Planner in Janney’s Wealth Planning Department. She supports Janney’s Western regional offices and is based out of Pittsburgh, Pennsylvania.

Kathleen provides comprehensive solutions designed to effectively address complex issues to help high net worth clients, business owners, corporate executives, and others meet their goals and objectives. She assists Janney’s Financial Advisors by providing subject matter expertise to analyze a wide variety of issues including estate, trust, and wealth transfer planning, asset protection, retirement, income tax, and charitable planning strategies.


Professional Experience

Kathleen has extensive experience in estate, fiduciary, and individual income tax planning for high net worth clients. Prior to joining Janney, she spent over 20 years serving as a senior wealth planning strategist at large national wealth management institutions including The Bank of New York Mellon and PNC Private Bank. Kathleen began her financial counselling career with The Ayco Company LP (now part of Goldman Sachs). She received her Accredited Investment Fiduciary (AIF®) designation and served as fiduciary research specialist for Fi360 where she developed fiduciary educational programs for AIF® designees, CFPs, and other financial advisors.


Personal Background

Kathleen received her Juris Doctor from Duquesne University’s School of Law and Bachelor of Science in Business Administration also from Duquesne University. She is certified as an Accredited Investment Fiduciary (AIF®). Kathleen has been a frequent speaker at seminars on various financial and estate planning topics. She published several articles for Kiplinger’s Wealth Creation column and has been quoted in Barron’s, Think Advisor, and other industry publications. Kathleen is a member of the Estate Planning Council of Pittsburgh and the Allegheny County Bar Association.

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Mark D. Luschini
Chief Investment Strategist, Janney Montgomery Scott LLC President and Chief Investment Officer, Janney Capital Management
About Mark

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

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Mike Halloran, CFA
Equity Strategist
About Mike

Mike Halloran serves as an Equity Strategist in Janney’s Investment Strategy Group. Bringing over 20 years of financial service experience to Janney’s established team of professionals, Mike analyzes all asset classes with particular emphasis on equity research.


Prior to Janney, Mike was Vice President of Market Strategy for BPU Investment Management Group, and was responsible for the development of the firm’s global outlook and implementation of numerous investment strategies. His previous experience includes performing equity research for large cap core and growth mutual funds, and working in PNC’s investment banking organization supporting M&A, high yield, private placement, loan syndication, and derivative security transactions. He is also an adjunct finance professor and former aerospace research engineer.


Mike received his B.S. in Mechanical Engineering from the University of Pittsburgh, M.B.A. from Carnegie Mellon University and his M.S. in Mechanical Engineering from the University of Florida. He also holds the Chartered Financial Analyst (CFA) designation.

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Shurdonna S. Joseph, CFP®
Vice President, Director of High Net Worth Consulting
About Shurdonna

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.

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Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.