Our Team

Janney’s leadership team and executive committee are composed of respected professionals with extensive industry knowledge, veteran insight, and a shared strategic vision for the future. With many able to draw upon their own backgrounds as advisors, this team and committee understand the demands and rewards of your profession, and they are here to help you succeed.
 
Primary support comes from your Branch, Complex, and Regional Managers. With years of industry experience, they serve as both mentors and managers, allowing you the freedom to run your own practice while working with you to help it grow.
Scott's Photo
Scott Horowitz, CEP®, CRPC®
Complex Director, Executive Vice President - Wealth Management
About Scott

Scott serves as Executive Vice President - Wealth Management and as Complex Director of the Buckeye complex, which includes offices in Columbus and Mansfield, Ohio.


He leads Buckeye Capital Advisors with a focus toward building retirement income distribution plans by way of our five-step financial planning process and investing retirement assets. Scott helps clients and their families toward achieving their goals through custom-designed portfolios.


Scott is a Certified Estate Planner™ (CEP®) and Chartered Retirement Planning Counselor℠ (CRPC®), focusing on retirement, estate and wealth transfer planning, tax-efficient investment solutions, investment strategies, life insurance, and annuity reviews. Scott and his team help clients develop sound investment strategies that are designed to build and maintain wealth through personalized, holistic financial planning. Scott is Series 7, 9, 10, 31, and 66 registered and holds insurance licenses in life, health, and fixed and variable annuities.


Scott earned a Bachelor of Science degree from The Ohio State University. He also attended the Regent’s University in London, England, where his studies included marketing and management.


Scott lives in Upper Arlington, Ohio with his wife Sophia Corna, daughter Eliza, and sons Ethan and Rocky. Scott enjoys traveling, hiking, tennis, hunting, shooting sporting clays, snow skiing and spending time with his family and friends. Scott believes strongly in giving back to the community and as such is a board member on the central Ohio leadership board of the Arthritis Foundation.

Shelly's Photo
Shelly E. DeLucas, AWMA®
Complex Operations Manager/ Business Productivity Specialist
About Shelly

Shelly helps Buckeye Capital Advisors maintain the high level of service the team provides to clients in order to exceed expectations. Over 20 years in the business has granted Shelly with a wealth of knowledge that makes the client's experience informative, relaxed, and fun. She provides timely, accurate and meaningful answers to our clients’ questions and makes sure their needs are always her first priority. In addition, Shelly is also responsible for maintaining a high standard of compliance in all aspects of the business.


Shelly began her financial career in 2002 after earning a bachelor degree in Business from Muskingum College. She holds the Accredited Wealth Management AdvisorSM designation and is Series 7, 9, 10, and 66 registered and holds insurance licenses in life, health, and fixed and variable annuities.


Shelly lives in Clintonville with her partner, Erica, and dog Rizzo. She always seeks out opportunities to have fun and spend quality time with her friends and family. She enjoys golfing, kayaking, and walking Rizzo in the various Columbus metro parks. She attends the games of local teams such as the Clippers, Crew, and Blue Jackets and is an avid Ohio State Buckeye fan.

Matthew's Photo
Matthew Keves
Assistant Complex Manager
About Matthew

Matthew joined Janney after serving as the Director of Recruiting and Business Development in the Ohio Valley region for Ameriprise covering the independent, Branch, and bank channels. In his time, Matt recruited more than 100 experienced financial advisors to Ameriprise and won multiple awards based on his success.

Matthew started his career as a Financial Advisor at Morgan Stanley before joining Nationwide Financial as a wholesaler, working his way up from the internal desk to leading the firm in revenue in his last year.

Matthew’s passion for the business is in helping Financial Advisors understand and navigate the complexities of running successful, growing practices that both leads to better long-term growth potential, as well as partnering to help Financial Advisors reach their organic and inorganic growth goals.


Matthew lives in Upper Arlington, OH with his wife, Laura, and his two children, Connor and Abigail. They also have two dogs, including a new puppy that they’re fruitlessly trying to train.

Away from the office, you can find Matthew spending time with his family, preferably on the golf course trying to get them to fall in love with the game as much as he has. As a former Ohio State golfer, nothing would make him happier than to see his children follow in his footsteps and surpass his modest success.

Buckeye's Photo
Buckeye Capital Advisors
of Janney Montgomery Scott LLC
About Buckeye

Scott Horowitz, CEP®, CRPC®

Executive Vice President - Wealth Management, Complex Director


Mike Brown, CFA

Vice President- Wealth Management, Financial Advisor


Shelly E. DeLucas, AWMA®

Senior Registered Private Client Associate


Coleman Chamarro, AWMA®

Wealth Planning Associate


Visit our website.

The's Photo
The W Group
of Janney Montgomery Scott LLC
About The
Thomas H. Wilson, CFP®
First Vice President/Wealth Management, Financial Advisor

Josh White
Financial Advisor

Stacy Wolford
Senior Registered Private Client Associate

Parkview's Photo
Parkview Capital Advisors
of Janney Montgomery Scott LLC
About Parkview

James A. Bowman, RICP®

Senior Vice President/Wealth Management, Financial Advisor


Bradley R. Kastan

Senior Vice President/Wealth Management, Financial Advisor


Shannon Meisner

Senior Registered Private Client Associate


Lareesa Haynes

Senior Registered Private Client Associate


Visit our website.

May's Photo
May Wealth Management
of Janney Montgomery Scott LLC
About May

Jeramy D. May

Senior Vice President/Wealth Management, Financial Advisor


Kimberly L. Nelson-Velasquez

Private Client Associate


Ryan Bates

Financial Advisor Associate


Visit our website.

Contact
Andrew's Photo
Andrew Elgin
Assistant Vice President/ Investments, Financial Advisor
About Andrew

Richard's Photo
Richard Steury
Senior Vice President/ Satellite Branch Manager
About Richard
 
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.

Guy's Photo
Guy LeBas
Chief Fixed Income Strategist, Janney Montgomery Scott LLC Director, Custom Fixed Income Solutions, Janney Capital Management
About Guy

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's Photo
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

Mike's Photo
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.

Shurdonna's Photo
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.

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