Our Team
No needs are more important than your own. We pride ourselves in making your needs and goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor.
Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.
Vic has been helping families, businesses and foundations for over 40 years. He takes the time to truly get to know his clients and their families, ensuring he understands their financial needs for both today and the future. Vic focuses on risk management and cash flow in his relationships.
Vic began his career at Advest after attending the University of Connecticut at night to earn his undergraduate degree. He then continued his education by obtaining an MBA in finance from the University of Hartford. In 2009, he joined Janney Montgomery Scott, where he continued providing individualized advice to clients. As his client base grew, Vic recognized the need to build a team. After finding the perfect complement in Jim, Chris and Evan, they formed a strong collaborative group.
Outside of work, Vic enjoys being a grandpa and spending time along the beautiful Connecticut shoreline. He resides in Mystic with his wife, Marj, and their dog, Cooper.
Evan started working in the financial services industry in 2005 after earning his BA in English at the University of Connecticut. As a Certified Financial Planner™ (CFP®) professional and Chartered Retirement Planning CounselorSM (CRPC®), Evan’s primary role on the team is to meet with clients to ensure that their investments are aligned with their goals, time frames, liquidity needs and risk tolerance. He is a frequent speaker at retirement and transition workshops tailored for employees of large corporations. Evan is continually recognized for his commitment to client service. He was named to Forbes magazine list of America’s Top Next Generation Wealth Advisors in 2017, Best in State Next-Gen Advisors in 2019, Best in State Wealth Advisors in 2021, and Best in State Wealth Advisors in 2024. He was also recognized by Financial Planning as a Top 40 Regional Advisors Under 40 in 2021.
Evan has volunteered as a security guard at the finish line of the Boston Marathon every year since 2007, missing only one year to run it in 2014. He has volunteered as a basketball coach at the Mandell JCC in West Hartford and has been a West Hartford Little League coach since 2015. In his free time, he enjoys spending time with his two children and is an avid runner, skier and golfer.
Chris has been offering wealth management advice and guidance to clients since 1998.
In addition to providing traditional advice, Chris helps clients pursue their financial objectives by building, recommending, and managing personalized strategies. These strategies may include individual stocks and bonds, as well as third-party investment solutions. He also supports clients in areas such as financial planning and overall wealth management.
Chris earned his Bachelor of Science in Business Administration and Finance from the University of Connecticut and holds the Chartered Retirement Planning CounselorSM (CRPC®) designation.
Chris lives in Farmington, Connecticut, with his wife, Jeanne, and their son, Colin. Outside of work, he enjoys going to concerts and golfing.
Jim began his career as a Financial Advisor in 1996 with Advest in Middletown, CT. He specializes in advising families, institutions, and businesses by recommending customized investment and planning strategies.
Jim earned his bachelor’s degree from Connecticut College and holds the Accredited Asset Management Specialist™ (AAMS™) designation from the College for Financial Planning. Jim is a proud supporter of Connecticut Special Olympics and Connecticut Children’s Medical Center. He is also highly engaged in Middlesex County philanthropic organizations.
For fun, Jim enjoys going to concerts, playing pinball, and spending quality time with his family. He resides in Glastonbury with his wife and three children.
Michael joined the team in 2015. He previously worked servicing employer-sponsored retirement plans at Voya Financial.
Michael works with clients to help them simplify their financial lives. He also works with Chris MacPherson and Jim Poliner in maintaining the group’s investment portfolio, assists clients with bond selection, asset allocation and performs periodic reviews for advisory accounts.
Michael is a Certified Financial Planner™ (CFP®) professional and also holds the Chartered Retirement Planning CounselorSM (CRPC®) designation. Michael earned a bachelor’s degree in financial management from Salve Regina University. In his free time, Michael enjoys spending time with his family, cooking and tackling a variety of home improvement projects. Michael lives in Simsbury, Connecticut with his wife, Alissa and their growing family.
Rebecca has been an integral part of the team, working closely with Chris MacPherson and Evan Gilchrest since 2007. With a strong background in sales and operations within the insurance industry, she brings a wealth of experience to her role. Rebecca serves as a key service and administrative liaison for clients, handling a variety of responsibilities, including client meetings, new account openings, online services, distributions, scheduling, and addressing general client inquiries and concerns. Her attention to detail and commitment to client satisfaction make her an invaluable resource for the team.
Outside of her professional life, Rebecca lives in East Hampton, Connecticut, with her husband, two children, and their two dogs. In her free time, she is passionate about weight training, golf, gardening, baking (especially her amazing sourdough), coaching soccer and cheerleading, and performing with her band, showcasing her love for music.
Lex began an internship for Janney Montgomery Scott in the Columbia, South Carolina office while attending the University of South Carolina where she earned a degree in finance. Shortly after graduation, she joined Glastonbury Wealth Management as a Private Client Associate.
Lex’s role consists of client operations, marketing and assisting Rebecca in administrative duties, such as distributions, meeting preparation and account opening. She lives in West Hartford, Connecticut and enjoys plants, reading and spending time with her family.
As a Private Client Associate for Glastonbury Wealth Management, Amanda handles a variety of administrative responsibilities, from day-to-day operations to project work, ensuring that the needs of our clients are met efficiently. With impeccable attention to detail, she is dedicated to providing exceptional service. Prior to joining Janney, Amanda gained experience at smaller wealth management firms and earned her Bachelor of Science degree in Finance from Central Connecticut State University.
Amanda resides in Tolland with her husband, Chris, and their Australian Shepherd, Scout. Outside of work, she enjoys listening to her favorite podcasts, watching the Food Network, and spending time working on home improvement projects, gardening, and cooking.
Jessica began her career at Janney as an intern with Glastonbury Wealth Management in 2022 while earning her Bachelor of Science in Financial Management from the University of Connecticut. After graduating, she transitioned into her current role as a Private Client Associate.
In her role as a Private Client Associate, Jessica manages the daily business operations of Glastonbury Wealth Management. She ensures efficiency and quality across critical processes, including account openings, account aggregation, transfer requests, distributions, marketing, assisting clients with online services, and maintaining compliance with firm guidelines.
Jessica lives in South Windsor with her cat, Dash. Outside of work, she enjoys attending concerts, tackling home renovation projects, and has a keen interest in cars. She’s also known for her fun sock collection!
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