With over 35 years in the financial services industry, we strive to work closely with my clients, customizing recommendations to organize and understand their financial life and insurance & extended care protection needs for the future.
We offer individuals and institutional clients a full range of investment opportunities for their personal and professional needs.
Brian’s experience includes over 39 years in the financial services industry. In that time, he has developed a “client comes first” philosophy and he is committed to staying in front of his clients and their changing financial needs. Each of his clients is extremely valued and great personal attention is paid to their financial needs
Brian’s career began with First Albany Corporation in 1982, in the Operations Department. Four years later, Brian joined the Capital Markets Group as a Trader / Salesman, where he worked his way to Senior Vice President. In August of 2002, Brian joined Janney Montgomery Scott LLC to launch a Taxable Fixed Income Group as a Senior Vice President of Fixed Income and Capital Markets. He was attracted to the firm because it is a well known name within the industry.
In the spring of 2005, Brian made the transition to Financial Advisor within the Private Client Group of Janney. As a Financial Advisor, Brian has earned the membership of the Pacesetter’s Club, Master’s Club, President’s Club and CEO Club in the subsequent years. He has been quoted in On Wall Street discussing “auction rate reset notes after the municipal bond market meltdown” and interviewed on a local television station. His focus is on financial, retirement, insurance and education planning; equities, mutual funds, tax-free & taxable bonds, and annuities. Brian’s expertise is in the fixed income arena with a focus on out-of-favor or not widely covered credits. Brian is one of the first users of Bloomberg in the Capital Region, and to this day, this is his most important investment tool.
Brian earned his bachelor’s degree at Syracuse University and currently holds FINRA administered Series 7, 8, and 63 Licenses. Brian also holds NYS Life, Accident and Health, and Variable Life / Variable Annuities licenses.
Active within his community, Brian has served as an allocation committee member of the local United Way, a VP and Treasurer with the Boys & Girls Club of Albany, and as a Board Member and Membership Chairman of Schuyler Meadows Club. Brian is also a Trustee at The Fort Orange Club. Brian has been married over 31 years and is the father of four adult children. He and his family enjoy boating on Lake George, skiing and vacationing on Cape Cod.
Brian joined Janney in 2018 because of the firm’s client focused atmosphere and the opportunity to work in unison with his father and his team. Prior to joining Janney, Brian worked at Merrill Lynch as a Financial Advisor. He started his financial services career at Ayco, A Goldman Sachs Company, as an Investment Analyst. Brian believes in taking a holistic approach in recommending unique financial plans for each of his clients in order to help them reach their goals. As a young professional, all of Brian’s attention is put towards his clients and business, guaranteeing that you will always receive his utmost attention at all times.
Brian currently holds FINRA Series 7 (General Securities Representative) and Series 66 (Uniform Combined State Law Exam) licenses. Brian also holds NYS Life, Accident and Health, and Variable Life / Variable Annuities licenses.
Brian graduated from St. Joseph’s University in 2015 with a Bachelor’s in Business Administration, with a focus in Finance. Brian is very active within his community. He serves on the Membership Committee at Schuyler Meadows Club and enjoys time at the Watervliet and Dunham’s Bay Fish & Game Clubs. Brian is an active tennis player and frequents the courts at Tri City Tennis where he is involved with the different clinics and tournaments. Brian lives in the Capital Region and enjoys boating on Lake George, visiting Cape Cod, and spending time with his fiancé, Charlotte, and family and friends.
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