Janney’s Pittsburgh Complex has the resources, leadership, and support to help you better serve your clients’ needs.
Our core values—deliver with integrity, drive for results, keep people at the center, and exceed expectations—are the foundation for our entrepreneurial culture that helps our advisors cultivate personal and professional growth. We understand what an advisor needs to grow and nurture their practice.
The Pittsburgh Complex provides these resources right at your fingertips with several home office team members on site in our offices.
Financial Planning:
Janney Financial Advisors are backed by Janney’s team of Certified Financial PlannerTM (CFP®) professionals, CPAs, and estate planning attorneys with the knowledge and experience to advise you on retirement, tax, and estate issues. Our Financial Planning team can also meet with your clients’ other trusted advisors, such as attorneys and tax and trust advisors.
Located in Janney’s Pittsburgh office, our Senior Financial Planner serve as a resource for Financial Advisors working with complex client-planning needs to assist clients with meeting their goals and objectives.
Kathleen Stewart, AIF®, Senior Financial Planner
Capital Management:
Our highly experienced team of investment professionals applies a disciplined process to the management of client investment portfolios. Janney Capital Management seeks to deliver competitive investment results through all market conditions while managing risk appropriately.
Mark Luschini, Chief Investment Strategist and Chief Investment Office, Janney Capital Management, is located in Janney’s Pittsburgh office and frequently provides market outlooks and commentary for Financial Advisors and their clients.
Investment Strategy Group:
Mike Halloran, CFA, Equity Strategist, analyzes all asset classes with particular emphasis on equity research. He is located in Janney’s Pittsburgh office.
Marketing:
Our Private Client Group Marketing team is available to assist Financial Advisors in effectively communicating and engaging with clients, creating a brand for their practice, and utilizing the robust library of content and resources to build a marketing strategy.
Administrative Support:
The day-to-day management of your practice is the backbone to providing a high quality client experience. We know how important this is for you. Our administrative support team in the Pittsburgh Complex is here to help make sure you are supported to effectively run your practice and serve your clients.
Rosa Rudolph, Complex Operation Assistant | Located in Pittsburgh, PA
Kathy Manetta, Private Client Associate – Operations | Located in Pittsburgh, PA
Supervisory Support:
Janney’s Pittsburgh Complex leadership team is here to support you in the growth and management of your practice. In addition to the support of the Complex Manager, the Pittsburgh Complex has three 9/10 securities licensed individuals that are here to support you.
Kevin Adams, Complex Supervisory Manager | Located in Pittsburgh, PA
Jessica Meek, Complex Operations Manager | Located in Beaver, PA
