Judd Walter serves as the junior partner to Charlie Walter, in the Bethlehem, Pennsylvania office of Janney Montgomery Scott LLC, one of the nation's oldest and respected investment firms. Together, with Registered Private Client Associate, Phyllis Burian, they make up Walter Investment Partners. Walter Investment Partners focuses on advising multi-generational clients, guiding them through the financial needs particular to each generation.
Judd's philosophy for business is to put the client first in every aspect of the transaction - making sure the right thing is done the first time and every time. He spearheads Walter Investment Partner's retirement book of business through partnering with clients to design and recommend a plan designed to help achieve their retirement goals. Along with retirement, Judd assists individuals and institutions with investment strategy.
Before joining Janney, Judd worked at ADP as a Senior Retirement Plan Specialist. In that role, he was responsible for helping establish retirement plans for small businesses across the country. A graduate of McDaniel College, he holds a Bachelor of Arts in Sociology. He holds Series 6, 7, 63 and 65 securities licenses.
Judd's support system, outside of work, is his wife, Rachel, and his two sons, Greyson and Simon. They recently purchased a home in Bethlehem where they reside. In the community, he is a member of the Yasso - Rothrock Committee, which runs a high school basketball tournament in honor of two great men. He also is an avid sports fan and enjoys running.
Lisa has been serving clients since 1986 with a focus on individuals, families, and small businesses. She takes a holistic approach to working with clients. Lisa joined Janney in 2019 after serving as First Vice President / Investments at Stifel.
Lisa earned her Bachelor of Science in Business Administration from Bloomsburg University of Pennsylvania. Active in her community, Lisa has been involved in several charities and currently serves on the Via Foundation Board, a local agency that provides services for people with developmental disabilities.
When she’s not in the office, Lisa enjoys traveling, playing golf, and spending time with family and friends. She currently resides in Bethlehem, PA with her husband, Jerry.
Brenda joined Janney in 2019 after serving at Stifel for 11 years, most recently as Financial Advisor Associate. She works closely with Lisa to build, and maintain long-term relationships with their clients by providing a high level of service and communication. She assists Lisa with providing clients wealth management services and investment recommendations. Brenda holds Series 7 and 66 securities licenses along with life, and health insurance licenses.
Outside of the office, Brenda enjoys watching her daughters play sports, relaxing at the beach, and spending time with family and friends. Brenda currently resides in Bethlehem with her husband and two daughters.
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.
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.
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.
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