Our Team

Janney’s leadership team and executive committee are composed of respected professionals with extensive industry knowledge, veteran insight, and a shared strategic vision for the future. With many able to draw upon their own backgrounds as advisors, this team and committee understand the demands and rewards of your profession, and they are here to help you succeed.

Primary support comes from your Branch, Complex, and Regional Managers. With years of industry experience, they serve as both mentors and managers, allowing you the freedom to run your own practice while working with you to help it grow.
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Patti Smith
Registered Private Client Associate
About Patti
Patti Smith has been taking care of the details since she began her investment career nearly 20 years ago, and she’s proud to do so as the Registered Private Client Associate on the Janney Montgomery Scott team in New Castle.
 
Her investment experience began at National City Bank in their licensed banker program, where she obtained certifications in Life and Health and Series 6 and 63.
 
At Home Savings and Loan Company, Patti gained her Series 7 as the Department Specialist for the Home Investment Services program. She helped the program grow by training over thirty licensed bankers, and attending to compliance and administrative tasks for the program manager and the team of financial advisors and licensed bankers.
 
Patti also worked as a financial advisor at Huntington Investments and Talmer Financial, before joining Janney. She is a Youngstown State University graduate (Go Penguins!) with a degree in marketing/management.
 
In her free time, Patti loves to drive her Corvette as a member of the Shenango Valley Corvette Club. She also enjoys a round of golf and when the weather turns cold, she likes to lend a hand to the Youngstown Symphony Society, New Life Bread Basket and Fish Samaritan House. 
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Shawn Sauerwein,CFP®,CRPS®
Financial Advisor, Branch Manager
About Shawn
Shawn joined Janney in 2012 with over 10 years of industry experience. He was attracted to the Firm's long history and client-focused business model. As Branch Manager, he is responsible for nurturing and developing long-term client relationships in the community, while managing each individual’s risks, goals, and unique financial picture. Shawn works with clients to manage their wealth, guiding them through investment strategies that best suit their diverse needs. He looks forward to building Janney’s presence in New Castle as well as being involved in the community.

Shawn holds a bachelors degree in Business Administration from Youngstown State University as well as his Chartered Retirement Plan Specialist℠ designation, Series 7,9,10 and 66 securities licenses and Life and Health insurance licenses. Shawn previously held positions at Stifel Nicolaus, UBS Financial Services and JPMorgan Chase. While at Stifel, he could be heard on the radio giving market reports.

The Sauerwein family have been lifelong residents of Salem. Shawn and his wife, Kelly, continue with the family tradition of making their home in the Columbiana County where he will continue to develop Janney’s purpose of being a trusted financial advisor. He is a member of Elks Lodge #305 and Salem Kiwanis. Shawn and Kelly have three children, Taylor, Cameron and Harper.
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Charles Simon
Senior Vice President / Investments, Financial Advisor
About Charles
After graduating from Penn State in 1967 and fulfilling a two year commitment to the US Army Corps of Engineers as a lieutenant  in Vietnam, Chuck was hired by the legendary Hubie Wilson to begin a career as a Financial Advisor with Kay, Richard & Co. a forerunner to Parker/Hunter Incorporated. Chuck’s reputation for thorough preparation and all encompassing client service qualified him to be a Parker/Hunter Board of Directors member for 30 years. In 1974, Chuck was appointed New Castle Branch Manager and continued in that position for the next 25 years.

During his career, Chuck also served as a Wharton School instructor for the Securities Industry Association.
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Genkinger Financial
of Janney Montgomery Scott LLC
About Genkinger

www.genkingerfinancial.com


  • Jeffrey Genkinger, CFP®, CRPC®, Financial Advisor
  • Patti Smith, Registered Private Client Associate
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Joann Logan
Private Client Associate
About Joann
JoAnn provides the ultimate in reliable service knowing the unique wants and needs of most of the New Castle office clients. She joined Parker/Hunter in 1988 after positions with a jewelry store and as a bookkeeper. 

JoAnn is also a real estate agent and never misses weekly sessions of dancing to the oldies.
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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Greg Drahuschak
Market Strategist
About Greg

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.

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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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Jack Cintorino
Vice President, Senior Financial Planner
About Jack

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.

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Kim (Termine) Beil, CFP®
Vice President, Director of Managed and Insured Solutions Group
About Kim

Kim Beil serves as Director of the Managed and Insured Solutions Group in Janney Montgomery Scott’s Wealth Management department. In this role, Ms. Beil oversees the daily activities of the Managed and Insured Solutions Group and is responsible for promoting both advisory and insured solutions for the firm.

 

Ms. Beil is an active member of the Firm, the industry, and is involved in several community organizations. At Janney, she is a member of the Firm’s Women’s Interactive Network (WIN). She is also a founding member for Girls on the Run Philadelphia, a non-profit program that encourages preteen girls to develop self-respect and healthy lifestyles through running. Currently, she volunteers with the Neucrue Cancer Foundation.

 

A graduate of Drexel University, Mrs. Beil holds a B.S. in business administration, and has over 15 years of financial services industry experience at Janney. She is an Accredited Wealth Management Advisor℠ (AWMA®), holds an insurance license, and is a LEADERSHIP Philadelphia Fellow.

 

In her spare time, Ms. Beil enjoys running and challenging herself in half marathons.

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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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Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.