Our Team

Our highly experienced team of investment professionals applies a disciplined process to the management of client investment portfolios. We seek to deliver competitive investment results through all market conditions while managing risk appropriately.
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David H. Robb
Vice President / Wealth Management, Financial Advisor
About David
I believe in Financial Planning. We have a full team of planners to provide you with the advice you need. The best experience for clients comes from a partnership with an investment advisor who is working with your financial plan. The appropriate mix of stocks, bonds and cash will depend upon your Financial Plan. How much income do you need? When do you need it? How much risk is right for you? Hire the best investment managers. Review and rebalance your investments, because no one strategy or investment is appropriate all the time.

David Robb joined Janney Montgomery Scott in November 2017. Having been in the industry for more than 20 years, he has expanded his knowledge of Wealth Management practices while serving as a trusted advisor for Endowments, Pensions, Institutions, High Net Worth Families and Individuals.
He strives to bring the highest standard of success to financial relationships with each client, and provide them with high-quality, personalized service as well. He is a graduate of Boston University with degrees in Economics and Political Science and holds the
Series 7, 22, 6, 63 and 65 licenses as well as life and health insurance licenses.

Dave lives in the city with his wife, Elizabeth and children, Caroline and Hunter. Away from the business, he enjoys golf, skiing, squash, and spending time with family and friends.
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Kass Everett
Regional Business Development Resident, Financial Advisor
About Kass
Servant hearted, genuine, and true are words that stand out most from clients I have served as a financial advisor. As a former student-athlete and alumni of the University of Oklahoma and Roman Catholic High School, I know what added value working within a team can bring. After receiving my Bachelor degree with a concentration in Psychology and Sociology, it became clear that finances are equally a mathematical strategy as it is a behavioral discipline. I have dedicated my career to servicing professionals with complex financial circumstances.

My life mission is to positively affect the lives of people I am in contact with, whether it be through a smile, a wave, or guiding a family to achieve their financial goals and dreams. My generation is balancing uncertainty in a number of different areas from careers, real estate, and health care costs, to rising education costs, aging parents, and longer life expectancy. I enjoy learning about people and their stories, it is more important than ever that we make solid financial decisions as we navigate through this journey called life.

As a family oriented business owner from Philadelphia who loves to travel, I understand the importance of time. It is precious. People have too many choices and too little time. At Janney, we understand that investment decisions are difficult, especially in today’s changing marketplace. We offer personal service and extensive resources that make a difference in helping you achieve your financial objectives.

I am a licensed Financial Advisor holding the Series 7 and 66 licenses as well as Life Insurance. As your financial advisor, my purpose is to help you define your goals, determine your risk tolerance, time horizons and liquidity needs, to establish a wealth management strategy centered on the priorities for your life. This strategy will evolve as we work together, adjusting your strategy as needed as inevitable life changes occur.

When I am not in the office I enjoy attending sports events, reading, traveling, learning golf, and serving non-profit organizations I feel passionate about.
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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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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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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Martin Schamis, CFP®, MBA
Vice President, Head of Wealth Planning
About Martin

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.

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Mike Halloran, CFA
Equity Strategist
About Mike

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.

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Shurdonna S. Joseph, CFP®
Vice President, Director of High Net Worth Consulting
About Shurdonna

Shurdonna serves as the Director of Janney’s High Net Worth Consulting group. In this role, she collaborates with Financial Advisors to fully assess clients’ needs, identify a range of potential strategies, and coordinate product solutions for those with significant wealth.


Shurdonna has more than 15 years of progressive experience in the investment-management industry. She joined Janney in 2017 as a Senior Financial Planner. Previously, Shurdonna was a Financial Advisor in Vanguard Personal Advisor Services®, where she provided investment guidance and financial-planning services to high-net-worth clients and their families. Shurdonna also served in Vanguard’s Education Savings Group, where she focused on 529 Plans and college-savings strategies. While at Vanguard, Shurdonna had the opportunity to rotate through several of the firm's departments, including Retirement Plan Services, International, and Retail Investor Group, as part of their Accelerated Leadership Development Program.


Shurdonna has earned the Certified Financial PlannerTM designation and holds FINRA Series 7 and 63 licenses. She received her Juris Doctor (J.D.) from Temple University Beasley School of Law and has a Bachelor of Science in Finance from Morgan State University Earl G. Graves School of Business and Management.


Shurdonna is an active leader in her region's nonprofit community and currently serves as a board member and a member of the finance committee of Philadelphia's Magic Gardens. She’s also a member of the Financial Ministry at her church, as well as a member of Alpha Kappa Alpha Sorority, Inc.

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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.