Our Team

We believe that our clients are best served by leveraging the unique experience, knowledge, and personality of our team members — which provides clients more value than any of us could individually.

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Murray Carter, CFP®, AWMA®, AIF®, C(k)P®
Executive Vice President / Wealth Management, Financial Advisor
About Murray

Murray has over three decades of experience in the financial services industry with 26 of those years at Janney. He’s achieved the advanced designations of CERTIFIED FINANCIAL PLANNERTM professional, Accredited Wealth Management Advisor and Accredited Investment Fiduciary. Murray founded CSG Capital Partners with the deliberate purpose of building a broad team of specialized talent to provide the best service and advice to the individuals, families, corporations, and associations that have placed their trust in the team. In 2024 the Team was selected in Forbes|SHOOK Research rankings as best-in-state Wealth Management Teams. Murray’s relentless work ethic sets the tone for the team and fosters a culture of constant learning and improvement. 


Among other accolades, in 2018, he was honored by the Financial Times in their list of Top 400 Advisors. In 2019, Murray was Janney's Financial Advisor of The Year. In the fall of 2022 and 2023, Murray was named to various Advisor to Watch lists by AdvisorHub. In 2024, he was also selected by Forbes|SHOOK as a best-in-state Financial Advisor.


He is also a recognized leader in the corporate retirement industry. For the third time, in 2020, Murray was selected as a Top 401 Retirement Advisor by the Financial Times. He regularly participates in the DC Fly-In Forum as a member of the National Association of Plan Advisors which recognizes CSG Capital Partners as a top 250 team. In 2024, PLANADVISER recognized him as a Top Retirement Plan Adviser.


Murray contributes back to Janney as a member of the Financial Advisor Advisory Council where after serving as Chairman for 4 years he is currently Chairman Emeritus. 


Growing up in Toronto, Canada explains Murray's lifelong fandom of the Toronto Maple Leafs and why he continued to play hockey until recently. He is a graduate of NC State University and still cheers for the Wolfpack. He enjoys playing golf, a fine Bourbon, and traveling with his wife, Janine. They have two daughters and two sons who have all “left the nest” and now resides in Myrtle Beach with frequent trips to the office in Washington DC. 

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Mitchell Lerner
Vice President/ Wealth Management, Financial Advisor
About Mitchell

Mitchell has dedicated his almost three-decade career to navigating the ups and downs of markets and delivering the customized investment management solutions he feels his clients deserve. Priding himself on the depth of his relationships with clients, Mitchell feels a deep personal responsibility to deliver investment results for the families he serves. He has never been satisfied with a more hands off, outsourced approach to money management so he has devoted his time and energy to the development of a discretionary, ‘in-house’ strategy. 


Upon joining CSG in 2015, Mitchell was able to further refine that strategy with the rest of the team’s portfolio management group to develop what has become CSG’s Compass Portfolio Process. Leveraging the team’s resources across planning and account operations, Mitchell is able to dedicate the time and attention needed for the daily monitoring and management of client portfolios while also devoting the time to meaningfully engage with clients to understand their situations and needs. 


Mitchell's passion for learning led him to pursue a degree in Political Science at the University of North Carolina and then a law degree from the Washington College of Law at American University. He loves to travel and considers his trip to the Annapurna region of Nepal with his wife Arlene to be one of his most rewarding adventures. Running the Marine Corps Marathon with Arlene in October of 2001, one month after the attack on the World Trade Center and the Pentagon ranks as one of his most emotional moments.


Away from the office, Mitchell spends his free time with his wife, Arlene, an attorney, and their two children Max and Rebecca. Most family vacations are spent visiting our National Parks. The entire family has spent many a day kayaking on the Potomac River and both Max and Rebecca excelled at competitive slalom kayaking. When Mitchell has free time, he enjoys playing his guitar and mandolin.


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Tom Hansen, AWMA®
Vice President/ Investments, Financial Advisor
About Tom

Tom Hansen has over 35 years of experience in the financial services industry, over 25 of which have been at Janney. In addition to holding his FINRA series 7, 9, 10, 63 and 65 licenses, Tom has achieved the advanced designation of Accredited Wealth Management Advisor. Tom is experienced at managing the intricacies of investment risk tolerance, time horizon, and client expectations, and does so with a particular focus in municipal and corporate bonds.


Tom is a graduate of Cornell University and is passionately involved in the community. He actively participates in the Knights of Columbus, the St Mary of Sorrows Social Action Committee, and as a travel and AAU Basketball Coach.

 

Outside of the office, Tom and his wife Ruby have been married for over 30 years and love to travel. They have two daughters, Brittany and Tyler, and three grandkids, Wyatt, Weston and Tanner.

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Erik Fromm, CFP®, CLTC®
Vice President/ Wealth Management, Financial Advisor
About Erik

Erik is a CERTIFED FINANCIAL PLANNER™ professional and lead relationship manager with CSG. He has also attained a Certification in Long Term Care and helps navigate advanced life and long term care insurance planning for the team. 

Since becoming an advisor in 2010, Erik has developed a passion for engaging with clients and leading them through financial challenges and transitions in all phases of their lives. Erik leverages the team's Compass Planning Process to create a clear vision with clients about where they are, where they want to go, and the steps required to get there. Coordinating with the rest of the team across cash flow planning, real estate strategies, investment management, estate concerns, charitable planning, education planning, and insurance, Erik prides himself on helping clients understand their financial lives and his agility to adapt the team's guidance to changes.


On a personal level, Erik is a graduate of Gettysburg College where he excelled as a scholar-athlete. A passionate student of leadership and behavioral economics, he enjoys the opportunity to apply these disciplines to the team's client experience. He and his wife Ashley were married in Bali, Indonesia and love to travel, having explored world locations such as Belize and Thailand. Their time these days is mostly spent with their son, Ashton, and daughter, Alise.


Making their home in Pawleys Island, SC, a perfect weekend day for the Fromms is spent outside at the beach, on the golf course, at the park, and around the grill.


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Chris Rockwell, CFP®, CFA
Vice President/ Wealth Management, Financial Advisor
About Chris

Chris serves as the team’s lead financial analyst and portfolio manager. Having helped develop the team’s Compass Portfolio Process, he directs the team’s asset allocation decisions, investment research, fund selection, and individual security selection. Analytical in nature, Chris is a CFA® charter holder (Chartered Financial Analyst). He enjoys discussing the specifics of the team’s portfolio management strategy with clients, helping break down the wide array of fundamental research and technical analysis that informs investment decisions in a way that clients can understand. 


Chris is also a CERTIFIED FINANCIAL PLANNER™ professional. He is well versed in the intricacies of complex planning topics such as social security optimization, advanced trust and estate planning, business exit planning, and tax issues. Chris takes pride in the team’s focus on bringing high impact planning conversations to clients proactively.  


A native of Baltimore, Chris attended Vanderbilt University where he majored in Economics and played on the golf team. Following graduation, he lived in central China for a year teaching English at Xiangfan University and learning Mandarin before joining Janney in 2012. In his spare time, he enjoys playing golf, hiking, and traveling. He and his wife, Christina, married in May of 2018 and honeymooned in South Africa. Some of Chris' personal highlights include running a half-marathon on top of the Great Wall of China in 2011 and climbing Mt. Kilimanjaro in 2013. Chris and Christina moved to Franklin, TN in 2021 and welcomed their son Chance Rockwell in January 2022.


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Katherine Luu
Senior Registered Private Client Associate
About Katherine

Katherine is responsible for overseeing all aspects of client account administration and CSG’s operations. She has over 28 years of experience in the financial services industry, having received her Series 7, 66 and 31 registrations and her insurance license during that time. As a Senior Registered Private Client Associate and Business Productivity Specialist, Katherine is well versed in assisting clients in opening accounts, understanding their statement, resolving any account or cash needs, and coordinating the preparation and follow through for meetings with the team’s financial advisors. 


Katherine’s technical knowledge is critical to the team, but it is her decades of experience speaking with clients and her passion for developing deep relationships with clients that sets her apart. Whether it is making a new client feel welcome and comfortable through a transition to our team or helping a long-time client navigate a difficult or complex issue, Kat gets things done quickly, accurately and with empathy. As the team has evolved to meet the needs of larger family relationships, Katherine’s leadership of a growing operations team has ensured that our client experience continues to elevate.  


Katherine graduated from Seton Hill University in Greensburg, PA. Originally from the Philippines, Katherine is fluent in Tagalog. She’s an avid hiker, an animal lover, and an ardent Dave Mathews fan, having been to almost 50 of his concerts. She also enjoys traveling with her husband and aspire to explore a new country every year.


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Alice Quick
Private Client Associate
About Alice

Alice has worked in the financial services industry since 1982. In that time, she has developed not only invaluable technical experience and institutional knowledge, but also extensive experience working and speaking directly with clients through all manner of administrative needs and life events. Alice helps coordinate communications between clients and the team’s advisors while ensuring that everything is working ‘behind the scenes’ with administrative, operations, and account management support. 


Alice attended Radford College with a focus on Business Administration. Born and raised in Northern Virginia, Alice and her husband, Michael, love outdoor activities. During the Spring, Summer and Fall months you will find the two of them in the

Northern Neck of Virginia/Coles Point, VA where their 5th wheel is located at Coles Point Marina and Campground. They spend most of the time swimming, water skiing, and fishing on the Potomac River and Chesapeake Bay. In the evenings at Coles Point you will find them having cocktails around the firepit with family and friends.


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Paul Doupe
Private Client Associate
About Paul

Paul has spent more than 15 years in the financial industry. Having previously spent time with asset management companies and financial technology providers, Paul has firsthand experience of many of the tools which power the wealth management industry. Throughout Paul’s career he has specialized in taking large amounts of client data and information to provide simplified and streamlined client solutions. Paul also holds the Chartered Alternative Investment Analyst (CAIA) designation. 

 

Born and raised in Northern Virginia, Paul spent the last decade living between Boston and Chicago before recently returning to the DC area. Paul is a graduate of George Mason University where he majored in Finance and minored in Economics. A retired marathoner, Paul met his wife Lisa while training for their 7th and 9th marathons, respectively. Despite retiring from running marathons, Paul and Lisa and keep active and are constantly on the go nowadays chasing after their two Australian Shepherds, Ruby and Zoey.


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Heather Ludwig
Private Client Associate
About Heather

Heather handles meeting prep and follow through of client reviews ensuring that expectations are met and the vital line of communication between clients and advisors is running as efficiently as possible. She also works closely with Janney’s marketing department to keep the team’s clients up to date on the latest news, insights, and events from the team.


Heather graduated from James Madison University and having spent almost a decade in hospitality and then more recently as a real estate advisor, Heather’s focus has always been in curating the client experience while ensuring the highest quality of service. Living in Arlington, VA for the last 10 years with her husband, Michael, and their two young kids has made Virginia feel like home. As a former college volleyball player, Heather still plays competitively and enjoys watching her kids in their various activities and sports, visiting friends in her hometown of Pittsburgh, PA, and an occasional run by herself.

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