Jeff Schnee has built his career in the financial services industry based upon the same principles by which he has led his life-altruism, compassion and an unwavering commitment to service.
Over the course of Jeff’s 39 years in the industry, he has worked to provide each investor with a tailored financial plan to address their financial needs through all stages of life. In creating a financial plan with clients, whether addressing a specific topic or more comprehensive in nature, Jeff helps clients determine goals such as planning for retirement, educating children or grandchildren, passing on wealth to the people and causes most important, or simply updating the investment approach to help ensure it is aligned with the client’s best interest. While a particular goal may have been the client’s primary focus at the beginning, circumstances and priorities may have shifted. Jeff works with clients to reassess the plan to continue progress toward providing for the best possible outcomes for the client and their family members. His disciplined investment style relies on customized portfolio reviews, as well as a straightforward, hands-on approach when determining with his clients the proper course of future action with his clients.
Jeff attended the University of Florida, where he was a Business Major specializing in accounting. He is certified in Long-Term Care, holds the AWMA® designation, and attended The Wharton School of Business at The University of Pennsylvania.
Jeff and his family have dedicated themselves to serving some of Florida’s most disadvantaged residents; donating their time and money every Thanksgiving to actively feed the area’s homeless and those in need. A certified member of the American Red Cross, Jeff is also involved in the SOS Children’s Village in Coconut Creek. For over a decade, he has provided one-on-one mentoring and received the organization’s 2015 Volunteer of the Year Award.
Jeff and his wife are proud Patrons of the Adrienne Arsht Center for the Performing Arts. They enjoy time shared with family, including two young grandchildren.
Choosing someone to manage your money is both a business and personal decision.
Mitch makes it his mission to learn about you, your life, and your unique story. By building relationships based on trust, integrity and honest communication, he can work alongside you to help you and your family navigate and simplify the complex world of investing.
Mitch’s goal is to establish a one to one relationship and to offer you the personal approach you deserve, and the depth and experience you expect. It is an honor and privilege to help individuals, business owners and families formulate and live out their unique stories through smart, relevant, financial planning, advice and strategies.
Mitch is originally from Canada and a graduate of Concordia University in Montreal. He holds a Bachelor of Commerce, majoring in Marketing, with a Minor in International Business. He also holds Series 7, 66, 55 and 24 securities licenses and Health, Life and Annuity licenses. Mitch is also fluent in English and French.
Prior to working in the securities industry, Mitch lived in Hong Kong while working as a Director of Worldwide Sales for Hong Kong Toy Center. His global experience gives him a unique perspective on the investment landscape, both domestic and international.
Mitch currently resides in Boca Raton with his wife Jessica and their two children. In their spare time, they enjoy golf, skiing, ice hockey, being very active, and giving back to their community in any way they can.
Milton focuses on bonds and other income producing investments. Milton holds FINRA Series 7, 63, and 65 licenses; and is Florida Insurance licensed in Life, Health, Long Term Care and Annuities. Before joining Janney, Milton spent time at other industry-related firms including Morgan Stanley Dean Witter, Prudential Securities and J. Milton Newton, Inc. He holds a Bachelor of Science Degree in Communications from the University of Miami.
Milton was a 30-year member and past President of the Kiwanis Club of N. Miami Beach/Sunny Isles Beach. He is currently an assistant scout master. In his free time, he enjoys reading, racquetball, outdoor activities, snorkeling and hiking. He and his wife, Judith, have two children and three grandchildren.
Sandy holds over 30 years industry experience and holds FINRA Series 7, 63, and 65 Licenses. A graduate of New England Institute of Technology, she was a Medical Assistant prior to entering the financial arena. Sandy originally joined Janney when they opened their first office in Boca Raton in 1999 and held the position of Registered Sales Assistant as well as the Branch Manager Assistant. She joined the Legacy Team in 2016 and is dedicated to providing first-class service for our clientele. She is an avid supporter of the Juvenile Diabetes Foundation and Animal Aid.
Katherine joined Janney from Ameriprise Financial where she was responsible for managing the operational aspects of client accounts, providing administrative support and preparing preliminary financial plans as well as other client deliverables. She holds the Accredited Wealth Management Advisor SM designation. In addition, she holds Series 7 license and Securities Industry Essentials certification. Katherine continues to apply her skills on the Legacy Wealth Advisors team, serving as one of the first point of contacts for clients and performing operational duties as the team continues to enhance the client experience. Katherine enjoys being outdoors and spending time with her wife and two dogs.
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.
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.
Ed advises Janney clients and their families through their unique investment journeys by providing advanced estate planning, wealth transfer, and income tax planning strategies. In addition, Ed develops tailored financial planning for high-net-worth clients by reviewing their complex needs and goals to help ensure their legacy benefits the heirs and charities they care about the most.
Ed has a diverse financial background with over three decades of varied experience including serving as a principal for a national public accounting firm, trust counsel for major financial institutions, and as a practicing trusts and estates lawyer. He has extensive experience in estate, fiduciary, and individual income tax planning for ultra-high net worth clients. He also has significant experience with asset protection planning, closely held business owners, and entity structuring.
Ed was previously a practicing tax and estate planning lawyer in Connecticut and Florida and has been a frequent speaker at seminars on various tax, financial, and estate planning topics. He previously served on the editorial advisory board for a national estate planning publication, and has been a speaker for the FICPA, regional and national ABA conferences, and the Florida Attorney/Trust Officer Liaison Conference, among others.
Ed received his J.D. from Quinnipiac University and his B.B.A. in Accounting from St. Bonaventure University. His professional affiliations include East Coast Estate Planning Council; The Florida Bar, Member RPPTL Section; New York State Bar Association; Connecticut State Bar Association; Boca Raton Estate Planning Council, Board Member; South Palm Beach County Bar Association; and United States Tax Court. He has served, or is serving, on the board of directors or committees for various community organizations including America Red Cross; Boca Raton Historical Society; Boca Raton Museum of Art; Greater Boca Raton Chamber of Commerce; Humane Society of Broward County; Leaders in Furthering Education; Leukemia and Lymphoma Society; and State of Israel Bonds Corporation.
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.
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.
Jack Cintorino, based out of the Alexandria, VA branch, provides assistance and support in many aspects of financial planning to Janney’s Financial Advisors and their clients. Prior to joining Janney, Jack was employed at AXA since October 2012 as Director / Lead Manager and Senior Case Design Consultant focusing on Estate and Charitable Planning. He holds a BA degree from State University of New York at Stony Brook, and Juris Doctor (JD) degree from Touro College School of Law.
Jack has been a featured guest on a cable television investment program, has had several articles published within the industry, and has been a guest speaker at numerous industry and public seminars.
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
Mike Halloran serves as an Equity Strategist in Janney’s Investment Strategy Group. Bringing over 20 years of financial service experience to Janney’s established team of professionals, Mike analyzes all asset classes with particular emphasis on equity research.
Prior to Janney, Mike was Vice President of Market Strategy for BPU Investment Management Group, and was responsible for the development of the firm’s global outlook and implementation of numerous investment strategies. His previous experience includes performing equity research for large cap core and growth mutual funds, and working in PNC’s investment banking organization supporting M&A, high yield, private placement, loan syndication, and derivative security transactions. He is also an adjunct finance professor and former aerospace research engineer.
Mike received his B.S. in Mechanical Engineering from the University of Pittsburgh, M.B.A. from Carnegie Mellon University and his M.S. in Mechanical Engineering from the University of Florida. He also holds the Chartered Financial Analyst (CFA) designation.