Our Team
A native Virginian, Ed has focused his practice on a select group of high net worth individuals and their families, and institutional clients helping them meet their wealth management needs. Through this defined practice, Ed and his team have been able to deliver a high level of customer service which has allowed him to create long-standing relationships. They take great pride in working with multiple generations of their client families.
Ed and his team spend most of their time connecting client’s goals with their personal balance sheet. Through a consultative approach, the group helps clients define their preferred outcomes, and establish an individualized plan designed to reach those outcomes. Over time this approach allows clients to be well positioned to ultimately satisfy their desired legacy.
On the institutional side of the business, Ed has worked with insurance companies, local foundations, and corporate asset management. His work with institutional clients has focused on identifying appropriate risk posture, adoption of investment policy statements, and implementing efficient asset allocation.
Ed graduated with a degree in Political Science from Miami University in Oxford, OH and began his career with Wheat First Butcher Singer in Williamsburg, VA in 1994. Prior to joining Janney in 2016, Ed worked with Wells Fargo Advisors in Roanoke, VA.
Ed has lived in Roanoke since 2002. He remains active in the community with his four boys in numerous organizations. He previously served on the Board of the Roanoke Star Soccer Club, and presided as President of CCA Marlins USA Swimming club at North Cross School. He has coached soccer and baseball in Roanoke County's recreational leagues over a number of years.
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