Not only is my team available at your convenience, but Janney has also structured itself to be immediately responsive to clients’ needs—all levels of Janney’s staff are easily accessible, and possess a willingness and enthusiasm to help.
My 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. I’m proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.
FINANCIAL ADVISOR
For over two decades, Nathan has helped clients through education and the development of investment strategies that focus on the individual’s specific needs and risk tolerance. With extensive experience throughout major shifts in the markets, Nathan has dedicated his career to delivering the personalized financial planning services that his clients deserve.
As life circumstances change, Nathan works one on one with his clients to design and implement investment strategies targeted to meet their specific needs and goals. He implements a service model to offer clients a consistent personal client-advisor interaction.
FINANCIAL PLANNING PROCESS
Nathan works closely with families to walk them through a three-step planning process. The purpose is to help give them peace of mind knowing their financial future is in good hands.
Step 1: The planning process begins by discovering all goals and priorities by exploring what’s on their minds as well as what’s in their hearts.
Step 2: Next, the development of a detailed plan intended to deliver on those goals and priorities.
Step 3: Finally, implementation of an action plan based on prioritized goals to meet the needs and risk tolerances.
A key to a successful plan is ongoing management and review to help validate continued progress as well as make adjustments based on changing life or business circumstances, market fluctuations and outside influences.
PERSONAL BACKGROUND
Nathan began his career in 2002 as a Financial Advisor with UBS in Buffalo, where he developed his fundamental investment knowledge. He later joined Claymore Securities in 2004, as an investment wholesaler, and provided investment consultation to investment advisors for their clients and families. Nate’s passion for learning didn’t end there. Nate joined Christian Brothers Investment Services in New York City, where he assisted Catholic organizations with investing according to Catholic guidelines and socially responsible investment strategies. He served as a Financial Advisor at HSBC in New York City. Prior to joining Janney, Nathan served at Wells Fargo Advisors.
Nathan is dedicated to helping individuals and businesses develop financial and investment strategies that line up with their needs, goals and risk tolerances. His mission is to provide every client with comprehensive financial advice delivered with the highest level of personal service and professional integrity. Nathan holds the Series 7, 66 securities registrations as well as life, health and long-term care insurance licenses. He earned his bachelor’s degree in business and finance from Canisius College in Buffalo.
Nathan spends his free time with his wife, Katherine, a Licensed Clinical Therapist, and their two daughters, Isabella and Celeste. They like to stay active both physically and mentally, whether it’s playing basketball together at the park or taking regular trips to New York City, Montreal, St. Louis or Atlanta, where they visit family.
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.
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.
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
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.