Rick Ballou serves as Vice President / Complex Office Manager of Janney’s Atlanta complex, which also includes the Greenville, SC office. He has over 28 years of experience driving business for regional, national and global organizations and, more recently, his own boutique firm. Over this time, he has been recognized for his business development successes while having an expertise in managing as well as developing and serving the needs of vital relationships. In addition, Rick has engaged in entrepreneurial opportunities by investing in and advising start-up companies.
Ed graduated with a degree in Political Science from Miami University in Oxford, OH. He began his career with Wheat First Butcher Singer in Williamsburg, VA in 1994. Prior to joining Janney as Harrisonburg, VA Branch Office Manager in 2016, Ed worked with Wells Fargo Advisors in Roanoke, VA. www.edbartlett-janney.com
Chase Wealth Management, Florence, South Carolina
John Chase is a Financial Advisor and Certified Financial Planner™ (CFP®) professional in the Florence, South Carolina office. His specialty is working with individuals and families in the realm of investment management and retirement planning. Additionally, John works with businesses in developing and growing their corporate retirement plans.
Since joining the investment industry as a Financial Advisor in May 2002, John has provided sound financial advice to clients throughout the United States. John seeks to deliver comprehensive investment plans to clients while remaining firmly committed to their best interests at all times.
Gordon serves as Senior Vice President/Investments and Branch Manager in the Richmond office of Janney Montgomery Scott. During his 34 years of experience in the financial industry, Gordon has developed a client service philosophy that focuses on helping clients achieve their long-term financial goals. By using all of Janney's resources and capabilities, Gordon strives to provide recommendations for his clients with a minimized risk factor.
The services and solutions that Gordon provides to his clients through Janney cover a wide range of areas.
Gordon received his A.B. at the College of William and Mary. He worked as an educator and coach prior to beginning his financial services career and joined Janney in April of 2009. His decision to come to Janney was based on Janney's true commitment to helping clients achieve their financial goals. Since coming onboard, Gordon has been recognized for many achievements: Branch Manager of the Year (2012), Master's Club (2011-2014) and Branch Managers Advisory Council (2013-2014).
Having been a Board Member of The Virginia Securities Association and The Chesterfield Adult Soccer Association, Gordon is a proponent of being active in local organizations.
Outside of the office, Gordon's favorite activities include adult soccer and fishing. He also enjoys spending time with his wife, three children and six grandchildren.
Charlotte Complex, North Carolina
With over 30 years of industry experience, Tim manages Janney's Charlotte, Hendersonville, Pinehurst and Winston-Salem offices in North Carolina, and the Spartanburg and Mount Pleasant offices in South Carolina. His focus is on the management of the offices and recruiting experienced Financial Advisors to the firm.
Lawrence joined Janney Montgomery Scott in 2012, after time spent at Morgan Stanley Smith Barney, Legg Mason, and Interstate Johnson Lane. He is a graduate of Georgia Institute of Technology.
Eastern North Carolina Complex, Raleigh
With over 35 years of industry experience, William helps lead Janney’s branch offices in Cary, Goldsboro, Morehead City and Raleigh with a focus on recruiting experienced Financial Advisors to the firm.
He was most recently affiliated with BB&T Securities, where he served as managing director. He has also held senior leadership and branch manager positions at Wells Fargo Advisors, Robert W. Baird & Co., Morgan Stanley, and Merrill Lynch.
William has been named one of On Wall Street’s Top 100 Branch Managers, served on the Branch Manager’s Council Smith Barney, and was an Advisor Board Member at BB&T Scott & Stringfellow.
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.
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.
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