Our Team
Since joining Janney in 2015, I have developed a practice that offers comprehensive, objective financial advice to help provide clients with the financial peace of mind that their most important financial goals will be attained. By staying on the leading edge of wealth management investments, services, and strategies, I am able to recommend the best solution to my clients.
The first step of my process is to provide a customized financial plan that helps clients set their financial objectives and establishes key action steps designed to help them move toward their financial goals. The financial plan also serves as a roadmap that I revisit and update throughout our relationship. The next step involves designing a customized investment plan recommendation that reflects the client’s goals and risk tolerance.
A graduate of Penn State University, I hold an Associate of Science in Business Administration and a Bachelor of Science in Business with a focus on marketing and management. I also hold and maintain both FINRA Series 7 and Series 66 securities licenses, as well as a Pennsylvania Accident, Health, Life, Fixed and Variable licenses.
Dedicated to continuing education, I have earned a Certification in Long-Term Care (CLTC) that provides the critical tools necessary to discuss the subject of longevity and its acute consequences on a client’s family; financially, physically, emotionally, and the best practices to protect families from potential devastation of long-term care by offering advice that leads to a plan to mitigate those consequences.
Active in my community, I serve on the board of directors for the Marian Sutherland Kirby Library which has been serving the Mountain Top community since 1985.
As a Mountain Top resident, I enjoy family time with my wife and two kids.
Sandy has been an integral part of our team. She has been with Janney since December 2003. Registered Private Client Associate, she assists clients with all aspects of client service.
Susan has been an integral part of our team. She has been with Janney since June, 1994, and spent seven of those years as Operations Manager. As a Registered Private Client Associate, she assists clients with all aspects of client service.
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