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.
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Patrick J. Maas
Senior Vice President / Complex Branch Manager
About Patrick
I have over 30 years of financial services experience, and manage Janney Montgomery Scott’s Long Island complex, with branches located in Garden City, Hauppauge and Riverhead.

I started my career in 1980 at Dean Witter as a futures trader and then moved on to Merrill Lynch where I traded potato and oil futures. Soon after, Paine Webber recruited me to start a new branch where I served as sales manager from 1984 through 1989.  From there I moved to Prudential where I opened and managed a Southampton branch.  At Prudential, I was named to the Branch Managers Advisory Council and was recognized as one of the Top 40 Advisors in the firm.

I brought my leadership and experience to Janney in 2002, when I opened the Garden City office. Since that time, ten years ago, I have served on the Janney Board of Directors, as Chair of the Branch Mangers Council and was selected by On Wall Street as one of the Top 10 Managers of the year. I hold my Series 7 and 8 licenses and have obtained my Accredited Wealth Management Advisor designation in order to keep up with the ever changing financial landscape.

In addition to my industry experience, I am also very visible in my community. I served as a board member for Cancer Care of Long Island, Hospice of Long Island, Kiwanis, Knights of Columbus, and Elks. I am a founding member of the business alliance of the town of Southampton and I am active with the March of Dimes and Birdies for Babies Golf Committee. I feel strongly about giving back to the community in which I live and work to encourage the financial advisors within my branch to do the same.

I believe that Janney Montgomery Scott truly offers both my advisors and their clients an opportunity to reach their life goals and I am confident that the available resources, knowledge and experience provided by the firm are unparalleled by any other financial services company in the industry.
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The Garden City Office
of Janney Montgomery Scott LLC
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John F.X. Schafer, AWMA®, CRPC® | First Vice President – Wealth Management

Strochlic/Lucien Group- https://advisor.janney.com/josephlucien

Colony Wealth Advisors- https://advisor.janney.com/colonywealthadvisors

BM Wealth Advisory Group- https://advisor.janney.com/bmwealthadvisorygroup

William Witt, AWMA℠ | First Vice President/ Wealth Management, Financial Advisor –

https://advisor.janney.com/williamwitt

Ted Papadopoulos | Senior Vice President/Wealth Management, Financial Advisor- https://advisor.janney.com/tedpapadopoulos

David A. Silva, AWMA | Senior Vice President/Investments, Financial Advisor - https://advisor.janney.com/davidsilva

John G. Sassone, CFP® | Vice President/ Investments, Financial Advisor- https://advisor.janney.com/johnandchrissassone

The Simmons Point Group- https://advisor.janney.com/simmonspointgroup

Brett Reiss, CFA®, CFP® | Senior Vice President/ Investments, Financial Advisor- https://advisor.janney.com/brettreiss

Melvin Finkelstein | Vice President, Financial Advisor

KC Wealth Management

Thomas Cohen | Financial Advisor- https://advisor.janney.com/thomascohen

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The Hauppauge Office
of Janney Montgomery Scott LLC
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Colony Wealth Advisors- https://advisor.janney.com/colonywealthadvisors

Pat J. Ingrassia, CFP | First Vice President-Investment Advisor- https://advisor.janney.com/pat-ingrassia

David V. Berretta | Senior Vice President/Wealth Management, Financial Advisor- https://advisor.janney.com/davidberretta

DeGraff & Rivera Wealth Advisors- https://advisor.janney.com/degraffandrivera

Powers Financial Team- https://advisor.janney.com/PowersFinancialTeam


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The Riverhead Office
of Janney Montgomery Scott LLC
About The
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The East Hampton Office
of Janney Montgomery Scott LLC
About The

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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.

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Dan Wantrobski, CMT®
Managing Director, Director of Research
About Dan

Dan Wantrobski is Director of Research at Janney Montgomery Scott and has over 20 years of industry experience as a technical analyst and strategist.

 

Mr. Wantrobski spent the first 10 years of his career at Paine Webber and UBS, where he developed his knowledge as a technician and macro strategist following the equity, fixed income, commodity, and currency markets. He has also spent time at Fox Pitt Kelton, Bedford Quantitative, and New Albion Partners. From 2008 to 2016, Mr. Wantrobski served as Janney’s technical strategist.

 

Mr. Wantrobski regularly comments in the media on key issues arising in the industry, with appearances in outlets such as The Wall Street Journal, Reuters, The Philadelphia Inquirer, CNBC, Fox Business, and Bloomberg TV. He is also a frequent speaker at financial industry conferences, including the Ernst & Young Annual Firm Conference where he has served as a guest speaker for the last five years.

 

Mr. Wantrobski is a Chartered Market Technician ® (CMT) and attended Villanova University, graduating cum laude with a B.S. in Finance.

 

He currently resides in Moorestown, NJ where he volunteers as a firefighter with Relief Engine Co. 312.

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Debra Roey
Vice President, Retirement Plan Services Director
About Debra

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.

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Greg Drahuschak
Market Strategist
About Greg

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.

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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.

 

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Kim (Termine) Beil, CFP®
Vice President, Director of Managed and Insured Solutions Group
About Kim

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.

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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

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Martin Schamis, CFP®, MBA
Vice President, Head of Wealth Planning
About Martin

Martin Schamis is responsible for the strategic direction of the Wealth Planning Team, supporting more than 850 Financial Advisors who advise Janney’s private retail client base.

 

Martin joined Janney from the Vanguard Group where he spent the majority of his 11-year tenure as Senior Manager of Financial Planning and Advice Services. Prior to Vanguard, Martin worked as a Financial Advisor for Morgan Stanley. Martin graduated with a Bachelor’s degree in Physics and Art from the University of Delaware and received an MBA in Finance from St. Joseph’s University.

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