For the past twenty years Scott has assisted the affluent as their personal Chief Financial Officer. By providing not only Investment Consulting strategies but also Advanced Planning techniques such as Wealth Enhancement through tax mitigation and cash-flow planning, Wealth Transfer by effectively transferring wealth not necessarily within a family, Wealth Protection via risk mitigation, legal structures and transferring risk to insurance company(s), and Charitable Giving strategies to help maximize charitable impact, Scott's collaborative approach lends itself to a true Wealth Management experience in order to help maximize the probability of families achieving all that is important to them.
As the Philadelphia Region Ambassador to the Certified Financial Planner Board of Standards, Scott helps to promote financial literacy and well-being through educational seminars in an array of public forums. In addition to holding the CERTIFIED FINANCIAL PLANNER™ professional designation, Scott holds the Series 7, 63, 65, 31 FINRA registrations and Insurance licenses.
When Scott is outside of work he enjoys biking, swimming, golfing, squash, racquetball and attending college and professional sporting events. Summertime is enjoyed at the Jersey Shore which is where Scott was born and raised. What Scott enjoys most of all is vacationing and spending time with his wife of 20 years, Lisa, daughter Alexa, and son Brandon. "Watching my children grow into young adults is one of my greatest thrills in life."
For over 20 years, Chris has helped his clients address their financial concerns of living the one life they have the best way they can, without undue financial sacrifice or overexposure to risk. The life-long investment planning strategies he utilizes are formed from a goals-based approach focusing on each individual's specific needs, values and risk aversion. With extensive experience throughout major shifts in the markets, Chris has dedicated his career to delivering the personalized one-on-one investment planning services that his clients and their heirs deserve.
Chris’s Financial Advisor career began with Smith Barney in Media, PA in 1995, where he developed his fundamental investment knowledge. He then joined Wachovia Securities, a predecessor firm of Wells Fargo Advisors, in 2003 to take a team approach in providing personalized Wealth Management advice for individuals and families. At Wells Fargo, Chris also served as a Senior PIM Portfolio Manager. In 2012, he earned the prestigious Certified Investment Management Analyst® (CIMA®) certification by completing the Investment Management Consultants Association (IMCA) curriculum including the Wharton Education component, passing three rigorous examinations, and meeting stringent experience, regulatory and compliance requirements.
Angela started her career in the financial industry at Vanguard where she worked for five years. After spending nearly thirteen years at home raising her children, Angela joined financial services once again. She joined Wells Fargo Advisors where she also began her relationship with the Kaminsky Clavin Wealth Management Group. She has supported Chris Clavin and Scott Kaminsky for four years where she focuses on providing the highest quality of support and service for their clients.
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.
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.
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