Our Team

Gregory J. Dupée, and Scott J. Karpiak of the Karpiak-Dupée Investment Group have spent their careers helping high net worth clients, institutions, endowments, and trusts establish and implement financial solutions to even the most complex situations. We have the knowledge and experience, plus all the necessary resources, to help with your unique situation.

At Karpiak-Dupée Investment Group, we strive to be the highest standard of success in financial relationships. The measure of our success—and how we differentiate ourselves from other firms—lies in the strength of our relationships with you, supported by a foundation of trust and performance. Putting your financial needs first is at the center of who we are, and what we do.
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Gregory J. Dupée, AIF
Senior Vice President / Wealth Management, Financial Advisor
About Gregory
Greg began his career in 1986 working with an actuarial consulting firm specializing in Taft-Hartley pension administration. This led to a position on a team from Drexel-Burnham Lambert analyzing distressed securities, high-yield bonds, and corporate bankruptcy restructures. In 1989, Greg joined Prudential Bache & Co. to directly advise holders of distressed securities whom he had met through the Drexel connections.

In 1995, Greg joined Wheat First Butcher Singer to build his own wealth management practice — remaining there through several mergers and successor firms, moved his practice to RBC Wealth Management in 2003, and joined Janney Montgomery Scott in 2015, along with Scott Karpiak.

Greg attended Lehigh University, and earned his degree in finance from Temple University, where he also minored in business law. He holds the Series 7, Series 31, Series 63, and Series 65 licenses, as well as his Life Insurance Producers license. Greg is a current holder of the Accredited Investment Fiduciary, (AIF) designation from the Joseph M. Katz Graduate School of Business at the University of Pittsburgh, as well as a holder of the Accredited Wealth Manager (AWM) Designation, a program conducted by the Estates & Wealth Strategies Institute at Michigan State University. He also recently attended the Leadership Boot Camp for Investment Stewards, an intensive training program based on the LeaderMetrics® framework, sponsored by 3ethos and conducted in affiliation with The Thayer Leader Development Group at West Point.
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Scott Karpiak
Vice President / Wealth Management, Financial Advisor
About Scott
Scott joined Janney Montgomery Scott in 2015, along with Greg Dupée. Prior to that, he worked with RBC Wealth Management, Morgan Stanley, Prudential Securities, and Charles Schwab, where he helped develop their Private Client Program.

He graduated from Webster University in Leiden, Netherlands with honors and was class Valedictorian. While there, he earned a degree in psychology. He holds the Series 7, Series 9, Series 10, Series 63 and Series 65 brokerage licenses, and is licensed in accident, life and health insurance.
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Quinn Karpiak
Registered Private Client Assistant
About Quinn

Quinn started working part-time with the Karpiak-Dupée team while finishing his final semester at Temple University. Since graduating with a degree in Philosophy in December 2015, he's been a full-time member of the group; executing most of the operational tasks, overseeing the social media presence, assisting clients with using the tools available to them online, and managing the retirement planning software. Quinn holds the Series 7 and 66 licenses.

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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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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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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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.