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 and Complex Managers. With years of industry experience, we serve as both mentors and managers, allowing you the freedom to run your own practice while working with you to help it grow
PROFESSIONAL EXPERIENCE
Thomas J Urban has a long and established career in the financial services industry beginning in 1994 as an agent with Bankers Life in West Palm Beach, Florida. Today, he serves as Senior Vice President and Complex Director of the Palm Beach Gardens Complex, which includes both the Palm Beach Gardens and Stuart offices. He expanded Janney’s footprint in Florida by opening the Stuart branch in 2008 and relocating the Palm Beach Gardens Branch to its new location 2022. Since joining Janney in November of 2006, Tom has overseen the growth of the complex to an 11x increase in AUM and 4.5x increase in production with his efforts both from recruiting talented Financial Advisors to Janney and by helping advisors continue to grow their business to new heights by leveraging the vast resources we have available to us at Janney Montgomery Scott.
Tom has served on Janney’s Branch Manager Leadership Council since 2011, which strives to focus their activities on productivity, profitability, and providing a superior FA and client experience. The council is also charged with identifying key issues and obstacles that are facing the field and bringing new solutions to senior management. While a member on the BMLC, he also served as chair for 2019 & 2020. In recognition of his efforts, Janney Montgomery Scott has named Tom Urban as Branch Manager of the year for 2021. He also has been named a Top 100 Branch Manager by On Wall Street Magazine in 2012, 2015, and 2017.
PERSONAL BACKGROUND
He has earned a bachelor’s degree from St. Leo University majoring in Accounting and Finance. Tom stays very active in his community by volunteering his time to coach baseball in Palm Beach County. He has helped coach his son's Little League team to 3-time state championships. He is also a member of St. Peters Catholic Church, Loyal order of Moose and a member of the Harley Davidson Owners Group. Also, in his free time Tom enjoys working out and doing spin class as well as taking his Harley Davidson out for a cruise. He is passionate about spending time with his wife Juli and their three beautiful children, Courtney, Tommy, and Joey and their two sheepdoodle dogs Winston and Marley.
Frank began his career as a financial advisor with Merrill Lynch in 1987 and now serves as the Regional Manager for Janney’s Florida offices. In addition, he also works as a Senior Vice President with the AMP Wealth Management Group handling high net worth clients.
Frank has been recognized throughout his career and has been named on several occasions as one of the top 100 branch managers by On Wall Street Magazine including a top 10 finish in 2015. He was named manager of the year twice at predecessor firms and has served on executive and diversity councils.
Frank is a Miami native and a graduate of Florida International University and attained his MBA from Texas A&M - Commerce. Frank is married to his wife, Lori, and has 2 children.
Mario has over 10 years of industry experience in a variety of roles. After starting his career as a compliance consultant to small broker-dealers, he moved on to a client-facing role at Raymond James and later became Branch Operations Manager to one of the firm’s largest offices. Mario joined Janney in 2018 as a Financial Advisor. Currently, Mario serves as the Branch Manager for Janney's Ft. Lauderdale office. In this role, Mario is responsible for growing Janney's presence in the market and ensuring that advisors have the tools and support they need to run a successful practice. Additionally, he continues to assist the Florida Region's growth efforts in its various markets. Mario holds the Series 7, 66, 9/10 licenses, Certification for Long-Term Care and the Florida Life, Health, and Variable Annuity License.
Mario was born and raised in Miami, FL and received his B.A. in International Relations from Florida International University. He currently resides in Miami with his wife, Cristina, and their two children.
Samer began his financial services career with Janney Montgomery Scott in 2010. Over the next six years, he held various operational roles within the firm, providing the necessary knowledge and experience needed to become the Palm Beach, FL Complex Operations Manager in 2015.
At the branch level, he works with the office staff and the advisors to assist them with their business needs while ensuring compliance with Janney standards and industry regulations. He is also a member of Janney's Branch Operations Council, which meets regularly to identify opportunities or obstacles to drive efficiency and improvements in the branch operations system. The council assists in improving the Financial Advisor and client experience at Janney. Samer holds the Series 7, 9, 19, 63, and 65 licenses and is Life, Health & VA licensed.
Attracted to Janney because of the size and its direct accessibility with management and corporate departments, Andy joined the firm, looking for the same culture that he experienced while working at A. G. Edwards. Utilizing his knowledge and experience acquired over 40 years in the industry, Andy offers strategies to help clients toward reaching their long-term investment goals in a conservative and time-tested approach; strategies including financial, retirement, education and insurance planning, annuities, mutual funds, trust services, tax-free and taxable bonds, equities and stock options. The team’s philosophy is to provide clients with the highest level of service and working as a member of the team ensures that clients will always have someone available to respond to their needs. Prior to joining the financial business, Andy was a professional tennis player.
Andy holds a Bachelor of Science from Springfield College. He also served in the U.S. Army attaining the rank of Sargent while stationed in the honor guard at the National Cemetery in New York.
Away from the office, Andy and his wife, Susan, enjoy traveling, especially cruises. He is also a sports enthusiast, both as a participant and as a fan. The couple has three grown children: Kristen, who is also his business partner, Erik and Jaclyn.
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.
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.
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.
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
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.
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.
Robert Wheeler serves as a Regional Director for Janney’s Insured Solutions Group. In this role, he is responsible for developing annuity and insurance opportunities, providing a consultative approach and external support to the region’s Financial Advisors as they address their client’s financial needs.
Professional Experience
Mr. Wheeler has more than 10 years of experience in the financial services and investment industry. Before joining Janney in 2019, he was a Market Leader with BB&T Bank and a Regional Vice President with the John Hancock Life Insurance Company.
Education and Personal Background
Mr. Wheeler holds Chartered Life Underwriter® and Chartered Financial Consultant® designations from The American College. He has a B.A. from Syracuse University.
In his spare time, Mr. Wheeler is active with the Boy Scouts and Amazing Tails Service Dogs. He lives in New London, PA with his wife, Leslie, and their sons, Collin and Dean.