Meet Our Team
With over 30 years of experience in the investment industry, David brings vast knowledge to his comprehensive and consultative-style practice. This approach was gained early in David’s career by working directly with his mentor and father William Webb, a fifty-plus-year veteran of the investment industry. This invaluable learning experience, along with his prior careers in the insurance industry and as an attorney, has provided David with the perspective and insight needed to evaluate and solve complex financial issues, especially when creating strategies for asset accumulation, retirement, estate, and tax planning.
David has furthered his knowledge of comprehensive wealth management and retirement planning by earning both the Accredited Wealth Management Advisor℠ (AWMA®) and the Chartered Retirement Planning Counselor℠ (CRPC®) designation through the College for Financial Planning. The curriculum of these two programs included: modern portfolio theory, asset allocation, tax and insurance planning, estate and trust planning, retirement planning, cash flow analysis and investment solutions. In 2022, he earned his Certification for Long-Term Care (CLTC®), learning tools necessary to discuss longevity and acute consequences (financial, physical, and emotional) on an extended family as well as exploring different mitigation strategies. David holds his Series 7, 63 and 65 securities licenses as well as accident and health, life and annuity insurance licenses.
David grew up in Berwyn, PA and graduated from Conestoga High School, St. Lawrence University (B.A. Government) and George Washington University Law School (J.D.). Prior to joining Janney in 1993, he worked as an Underwriting Supervisor for Chubb & Son in New Haven, CT and as an attorney for Devine, Millimet and Branch in Manchester, NH.
David is an active member of his community and serves as a College Counselor and a Board Member for the ABC House-Radnor, a non-profit organization committed to developing leaders of tomorrow by providing students of color from underserved communities with strong academic and leadership potential with a home away from home while attending Radnor High School. Before his role at the ABC-Radnor House, David served as Treasurer of his Church, Boy Scout Merit Badge Counselor and youth sports coach.
After successfully launching three adult children, David and his wife are enjoying empty-nesting in St. Davids, PA. Outside of the office, he also enjoys golf, paddle tennis, pickleball, hiking, and travel.
Anthony Snaith has over 30 years of financial industry experience, and currently serves as Vice President of Investments. He joined Janney in 2001 and prior to that, he served as a Financial Consultant at Smith Barney beginning in 1993.
Anthony earned his B.S. in Finance from Saint Joseph's University and currently holds the following licenses: Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law), Series 65 (Registered Investment Advisor), Life, Health, Annuities, and Variable Life Insurance.
Not only does Anthony serve his clients, but also believes in service to his country and community. He served in the U. S. Army and completed a tour from 1984-1987 overseas in Istanbul as an Administrative and Personnel Management Specialist. He was formerly Troop Committee Chairman, Personal Finance, and Personal Fitness Merit Badge Counselor for the Boy Scouts of America.
In his free time, he loves to travel and spend time with his wife, two children and grandchildren.
Mike began his career in the investment industry in 2019, after earning his Bachelor of Business Administration degree from The University of Pittsburgh with a triple major in Finance, Economics, and Marketing. His first role was as a Senior Trade Analyst within Janney’s Advisory Solutions group where he served as an internal trade consultant for Janney’s 900+ financial advisors. His specialized skillset in equity trading and tax-efficient investing set the stage for his smooth transition to Snaith Webb Financial Advisors in 2022, where he currently leads the team’s financial planning, investment research, and strategic initiatives.
Mike obtained his CERTIFIED FINANCIAL PLANNER® (CFP®) certification in 2024, which is a prestigious designation awarded to individuals who meet rigorous education, examination, experience, and ethics requirements. He also holds the Accredited Wealth Management Advisor® (AWMA®) designation and is licensed in the Series 7 & 66 along with holding his life, health, accident, annuities, and variable life insurance licenses.
Mike currently resides in Old City, Philadelphia. Outside of the office, he spends his free time golfing, running, camping, and spending time with friends and family.
Patty brings more than 20 years of industry experience to Snaith Webb Financial Advisors. She facilitates the team's operational and administrative responsibilities on a daily basis. Her multi-decade tenure with the team reinforces her commitment to providing an unwavering and bespoke service model to our valued clients.
In the community, Patty has served as Cub Scout Den Leader with the local Scouting Program and volunteered with a trap, neuter and release animal rescue program. She lives in West Chester with her husband and their two Tuxie cats. In her free time, she enjoys bird watching and cooking and spending time with family and friends in the mountains of upstate Pennsylvania.
With over 25 years of experience, Michelle is a veteran of the financial services industry. Beginning her career at the Philadelphia Stock Exchange, Michelle worked her way up to becoming the Operations Manager / VP of Goldman Sachs before joining Janney in 2015. In her current role, Michelle relies on her past experience to provide excellent service to our clients.
Michelle lives in Newtown Square with her husband, Bob, and their two children, Bobby and Holly. Outside of the office, Michelle enjoys vacationing with her family in North Wildwood, NJ.
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.
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.
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.
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.
Shurdonna serves as Vice President and the Director of Janney's High Net Worth Consulting Group. She provides comprehensive solutions designed to effectively address complex issues to help high net worth individuals and families, business owners, corporate executives, professional athletes, and others meet their goals and objectives.
Most recently, Shurdonna served as Assistant Vice President & Senior Financial Planner, supporting the advanced financial planning efforts for the Firm's Mid-Atlantic region. She also supported Janney’s clients in achieving their financial goals, provided subject matter expertise, and coached Janney's Financial Advisors and their clients through all aspects of financial planning. Together, they formulate comprehensive financial plans outlining estate, trust, and wealth transfer planning, asset protection, retirement, income tax, and charitable planning strategies.
Shurdonna has more than 15 years of progressive experience in the investment management industry. Previously, Shurdonna was a Financial Advisor in Vanguard Personal Advisor Services®, where she provided investment guidance and financial planning services to clients with significant wealth. Shurdonna also served in Vanguard’s Education Savings Group, focusing 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 its Accelerated Leadership Development Program.
Shurdonna 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. She is a board member and a member of the finance, DEI, and strategic planning committees of Philadelphia's Magic Gardens mosaic art environment. She’s also a member of Alpha Kappa Alpha Sorority, Incorporated, an international service organization.