Our Team
Greater Pittsburgh is known for being the home of a solid work ethic, strong values, and enduring relationships built on trust.
At Janney, our firm’s commitment to these values plus our commitment to meeting client needs has allowed us to consistently grow in the market. Today, Janney is the largest, privately held, boutique wealth management and financial planning firm headquartered in Pennsylvania with a strong, and growing, presence right here in Pittsburgh.
Doran Young serves as Senior Vice President / Branch Manager at Janney. With over 30 years of experience in the investment field, he brings a quality leadership role in supporting the financial professionals and expanding Janney's presence in the western Pennsylvania market. Doran previously served as Vice President/Complex Manager for Janney’s Columbus, Mansfield, and Cincinnati Ohio offices.
He holds FINRA Series, 5, 7, 8, 15, 55, 63 and 65 securities licenses, as well as the Accredited Asset Management Specialist℠ and Chartered Retirement Planning Counselor℠ certifications. He also attended the Leadership Institute for Branch Managers from The Wharton School. Doran is a graduate of The Ohio State University with a Bachelor of Science degree in Marketing.
In his role as Assistant Complex Manager, Jake has a passion for supporting advisors and teams to help them take their practice to the next level. Jake works with Janney’s leadership team on strategic initiatives focused on recruiting and advisor support and leads Janney’s growth in the Pittsburgh region.
Jake brings over 25 years of experience in Financial Services and Wealth Management as well as 20+ years in leadership. Prior to joining Janney, Jake spent eight years with Citizens Wealth Management in various sales and leadership roles, most recently as Senior Vice President in the Private Client Division of the firm’s Senior Financial Advisor Program. In addition to his time at Citizens, Jake also served in various sales and leadership capacities at PNC and TD Ameritrade.
Jake graduated Penn State University with a bachelor’s degree in political science and a minor in Business Administration. With a commitment to continuous learning, Jake earned the designation of Certified Financial Planner® (CFP) in 2006, further expanding his knowledge of wealth management strategy and planning to better serve clients. In addition, Jake has the Series 7, 8, 9,10 63, 65, and insurance licenses.
Jake and his wife, Kerri, reside in Sarver, PA with their two daughters, Emily and Amanda. When not in the office Jake can likely be found travelling, enjoying the outdoors – preferably skiing or hiking – and spending time with his family.
Kevin Adams- Complex Supervisory Manager
Kevin Adams serves as the Complex Supervisory Manager. Kevin joined Janney in 2017 and has served on its Operations Leadership Council for the past three years. He holds a Bachelor of Science degree in Business Management with a concentration in Finance. Kevin has over 35 years of experience in the Financial Service Industry and held positions ranging from Margin Clerk to Director- Control Officer.
Kevin passed the Series 63,66,7,8 and Life Accident & Health Insurance licenses.
Jessica Meek- Complex Operations Manager
Jessica Meek serves as the Complex Operations Manager. She earned a Bachelor of Science degree in Business Administration with a concentration in information Systems from Geneva College. She currently resides in Salineville Ohio with her husband and two daughters.
Jessica joined Janney in 2013 as part of the Beaver, PA branch. She most recently served as their Assistant Branch Manager for two years, before taking on her current role within the complex. Her background in management and wide range of technological sills prove to be a valuable asset.
Jessica has successfully passed the Series 7, 66, 9, 10 and Life Accident & Health Insurance exams. She was part of Janney's Operations Leadership Council from 2018-2019 and also served as the Branch Technology Leader for the Beaver branch for several years.
Rosa Rudolph- Complex Operations Assistant
Rosa serves as the complex operations assistant for the Pittsburgh complex. She joined Parker hunter in 2001 which later became Janney. She has been with the company for 24 years. Rosa graduated from Penn State, Behrend with a degree in Business Liberal Arts and Science. Rosa and her husband enjoy traveling and spending time with her nieces and nephews.
Kathy Manetta - Private Client Associate /Operations Assistant
Kathy's career began at Moore, Leonard and Lynch, a small regional firm, in 1975. She later moved on to work at EF Hulton before taking a step away from the industry. She can back to Financial Services when she joined Parker Hunter in 1997, which later became Janney. Outside of the office. she enjoys spending time with her two grown children.
Doran Young, Senior Vice President/Complex Manager
Baum Private Wealth Advisors |
https://advisor.janney.com/baumprivatewealthadvisors
MGL Wealth Management Group | http://mglwealthmanagementgroup.com
Moosa Wealth Management | https://advisor.janney.com/moosawealthmanagement/
Pastin Wealth Management Group | www.pastinwealthmanagementgroup.com
The Bishop Wealth Management Group | http://www.bishopwealthmanagementgroup.com/
The Lynch Team | www.lynchteam.net
John MacDonald, Financial Advisor
Richard Crist, Senior Vice President/Investments, Financial Advisor | http://www.dickcrist.com/
George Orr, III, Senior Vice President/Satellite Branch Manager – https://advisor.janney.com/beaver/
Pontis Wealth Advisors- www.pontiswealth.com
Lawrence Hunt, First Vice President/Satellite Branch Manager – www.janneycanonsburg.com
Fabic / Lukas Wealth Management Group – http://www.fabiclukaswmg.com/
Hunt Vilsack Wealth Management Group – www.huntvilsackgroup.com
The McNamara Investment Group – www.mcnamarainvestmentgroup.com
Chad Dalson – http://www.chaddalson.com
Shawn Sauerwein, Financial Advisor/Satellite Branch Manager | https://advisor.janney.com/newcastle/
Genkinger Financial Team – http://www.genkingerfinancial.com/
Charles Simon, Senior Vice President/Investments, Financial Advisor
Richard Reynolds, Executive Vice President/Satellite Branch Manager – htts://advisor.janney.com/Wexford
Pontis Wealth Advisors –Pontis Wealth Advisors
Starr | Barth Wealth Management –www.starrbarth.com
Johnson Wealth Management – www.thejohnsongroupadvisors.com
Stirling Wealth Management – www.stirlingwealthmanagement.com
Barbara Layton, First Vice President/Wealth Management, Financial Advisor | http://www.barbaralayton.net/
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.
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.
Kathleen is a Vice President and Senior Financial Planner in Janney’s Wealth Planning Department. She supports Janney’s Western regional offices and is based out of Pittsburgh, Pennsylvania.
Kathleen provides comprehensive solutions designed to effectively address complex issues to help high net worth clients, business owners, corporate executives, and others meet their goals and objectives. She assists Janney’s Financial Advisors by providing subject matter expertise to analyze a wide variety of issues including estate, trust, and wealth transfer planning, asset protection, retirement, income tax, and charitable planning strategies.
Professional Experience
Kathleen has extensive experience in estate, fiduciary, and individual income tax planning for high net worth clients. Prior to joining Janney, she spent over 20 years serving as a senior wealth planning strategist at large national wealth management institutions including The Bank of New York Mellon and PNC Private Bank. Kathleen began her financial counselling career with The Ayco Company LP (now part of Goldman Sachs). She received her Accredited Investment Fiduciary (AIF®) designation and served as fiduciary research specialist for Fi360 where she developed fiduciary educational programs for AIF® designees, CFPs, and other financial advisors.
Personal Background
Kathleen received her Juris Doctor from Duquesne University’s School of Law and Bachelor of Science in Business Administration also from Duquesne University. She is certified as an Accredited Investment Fiduciary (AIF®). Kathleen has been a frequent speaker at seminars on various financial and estate planning topics. She published several articles for Kiplinger’s Wealth Creation column and has been quoted in Barron’s, Think Advisor, and other industry publications. Kathleen is a member of the Estate Planning Council of Pittsburgh and the Allegheny County Bar Association.
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