Our Team
Anthony’s experience includes over 40 years in the financial services industry. Anthony joined Janney in 2014 because of the firm’s client focused atmosphere. Anthony believes in a “client comes first” philosophy and he is committed to staying in front of his clients and their changing financial needs. As Branch Manager, he has provided the necessary leadership for successfully developing the skills of his employees in strengthening client relationships.
Prior to joining Janney in 2014, Anthony worked at Morgan Stanley as a Complex Manager/Financial Advisor. His career began with Merrill Lynch in 1980 as a Financial Advisor. Previous to that, he worked at Kidder Peabody, as a Financial Advisor. Anthony currently holds FINRA Series 3 (National Commodities Futures), Series 7 (General Securities Representative), and Series 8 (now called Series 9/10 General Securities Sales Supervisor) licenses. Anthony also holds his Insurance License for Life and Health as well as a CFA® (Chartered Financial Analyst) certification.
Anthony graduated from SUNY at Stony Brook. He currently lives in Centerport, NY and in his free time enjoys playing golf, kayaking, fishing, and spending time with friends and family. Anthony and his wife, Brenda, have two children, Kevin and Julie.
When your career, wealth, and family’s future are closely connected, financial decisions can become increasingly complex. I help families, corporate executives, and business leaders gain clarity, make informed decisions, and develop thoughtful strategies to preserve wealth, manage risk, and pursue their long-term goals.
For more than 30 years, I have helped families navigate the financial decisions that accompany significant wealth. This includes retirement planning, investment management, concentrated assets, risk management, estate planning, and the transfer of wealth across generations.
I also advise executives of large Fortune 500 corporations as they prepare for retirement. Together, we consider how their financial decisions may affect the people and causes they care about most.
My approach begins with understanding each family’s complete financial picture, values, priorities, and vision for the future. I help connect the decisions that shape their financial lives—from creating sustainable retirement income and managing concentrated wealth to coordinating estate plans, preparing heirs, and developing thoughtful strategies for preserving wealth across generations.
I work closely with clients’ attorneys, CPAs, and other professional advisors. This collaboration helps align financial, tax, and estate planning strategies with both immediate priorities and long-term family objectives.
The goal is not simply to manage assets. It is to help families make informed decisions, communicate more effectively, and create a lasting financial foundation for future generations.
This coordinated approach is designed to help families better understand their financial choices as they plan for the future they want to create. I also lead a client-focused team that provides the responsiveness, accountability, and disciplined process clients need when the stakes are significant and the path forward is not always clear.
After finishing college in 1995, Colleen began her career with boutique firm Kirlin Securities. She joined Morgan Stanley in 1998 before moving to Janney Montgomery Scott in 2017. As Senior Vice President/Wealth Management and Financial Advisor, Colleen's primary focus is helping High Net Worth families as well as Corporate Executives through providing recommendations customized to their specific needs as she knows no two situations are ever alike.
For more information about Janney, please see Janney’s Relationship Summary (Form CRS) at www.janney.com/crs, which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.
Kiana is a graduate of the University at Buffalo where she obtained her M.S. in Finance as well as a B.S. with dual concentrations in Finance and Marketing. During her time at UB, she was a member of the Financial Management Association, served as VP of Finance for Alpha Sigma Tau, and was an iExperiential Intern for the UB School of Management. Kiana currently holds her SIE, Series 7 and Series 66. Prior to joining the Melville Branch, she held an internship with Janney where she was eager to jumpstart her career with us upon graduation. Kiana resides in Brooklyn with her parents and two sisters where she enjoys baking, cooking and enjoying the outdoors on her free time.
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 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 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