Lee Shulman has over 46 years of experience providing financial advisory services. Developing his experience at Merrill Lynch from 1975 to 2008, and further expanding his experience at Janney from 2008 to present. Lee went on to develop a great background in stock valuation and technical analysis which has allowed him to consistently meet client goals and objectives.
During his career, Lee has served as a Trustee on several advisory and charitable boards; notably as Treasurer and Vice President of Development at the Dystonia Medical Research Foundation. The Foundation provides research grants directed by a world-renowned scientific advisory board and informational support to a membership of over 36,000. He has been an active participant on advisory councils at Fairleigh Dickinson University, the largest private University in the State of New Jersey. He is a two-time inductee to the FDU Athletics Hall of Fame for his play in Men’s Basketball. He was also conveyed the university’s Volunteer of the Year Award in 2014 by the Alumni Board of Governors for his ongoing advancement of the interests of the FDU community. Lee graduated from Fairleigh Dickenson University in 1972 with a B.S. degree in Economics and from Rutgers University in 1976 with a Master’s in Business Administration. Lee is registered with Series 7, 31, 63, & 65 FINRA licensing.
Drawing on over three decades of financial industry experience, Hany has built a strong reputation for delivering comprehensive wealth management to high net worth and ultra-high net worth clients. Having been through numerous market corrections and volatility, Hany serves as the close family advisor his clients rely on for an experienced perspective, thoughtful solutions, and responsive service. His sincere approach to building long-term relationships and his genuine empathy have earned his clients’ confidence throughout all market conditions.
Prior to joining Janney in 2018, Hany worked at UBS Financial Services as a Financial Advisor for 15 years. Hany also worked as a research assistant at Goldman Sachs’ investment banking division, after which he moved on to serve as an Investment Representative of Alex. Brown & Sons for 12 years. Hany began his career in 1985, working in the mailroom of Lazard Freres & Company, where, with a combination of hard work and a focus on education, he was able to move through the ranks of multiple New York-based financial companies.
A native New Yorker, Hany graduated from Baruch College, with a B.A. in Finance and has continued his professional education since. He holds the CERTIFIED IN LONG-TERM CARE (CLTC®) designation as well as the AIF® designation as an Accredited Investment Fiduciary. When not at work, Hany enjoys traveling, playing golf, and collecting photography.
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.
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.
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.
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