Our Team
Janney’s leadership team and executive committee are composed of respected professionals with extensive industry knowledge, veteran insight, and a shared strategic vision for the future. With many able to draw upon their own backgrounds as advisors, this team and committee understand the demands and rewards of your profession, and they are here to help you succeed.
Primary support comes from your Branch, Complex, and Regional Managers. With years of industry experience, they serve as both mentors and managers, allowing you the freedom to run your own practice while working with you to help it grow.
James (Jimmy) McKenna, AWMA®, serves as Executive Vice President/Complex Manager of the South Shore Complex of Janney Montgomery Scott. He is responsible for leading his financial advisors and staff toward achieving the goals of each individual client, feeling that in today's economic environment it is imperative to focus attention on recommending personalized investment strategies.
After graduating from Manhattan College with a Bachelor of Science degree in Finance, Jimmy began his career interning with a small investment office. After training at his next position with First Albany, he was encouraged to join Janney by his mentor. His years of building strong client relationships were recognized when he was promoted to manage Janney's Darien, CT office. During his tenure in Connecticut, he was awarded Janney's Branch Manager of the Year award in 2008 and in the same year was recognized for this high-level performance by "On Wall Street" magazine.
Jimmy's next move was to the Boston area where he now manages the South Shore Complex.
During his career he also completed the Securities Industries Institute and later earned the prestigious Accredited Wealth Management Advisor℠ designation from the College of Financial Planning at the Wharton School of Business. In 2021, Jimmy earned the Certified Long Term Care (CLTC®) Designation. He holds FINRA Series 7,63,65, 31 and 8 securities licenses and as well as Life and Health licenses.
To further his ability to meet his clients where they are at, Jimmy completed the Certified Exit Planning Adviser (CEPA) requirements, which will enable him to assist business-owner clients in the process of selling/retiring from their businesses. This is a major transition that requires understanding of the many facets of one's life that is affected.
When he is not at work, Jimmy is active in the community and with his family of seven children. Jimmy and his wife Kathleen love to find time to pursue golf and enjoy practicing their cooking skills to entertain family and friends.
James is a highly skilled professional with a strong background in finance and accounting. He holds undergraduate degrees in Accounting and Finance from Fairfield University, where he developed a solid foundation in financial analysis. James further honed his expertise by obtaining a Master of Accountancy with an Accounting Analytics Concentration from Scranton University.
James worked as an intern here at Janney throughout his college years, obtaining both his Series 7 and Series 66. He went on to serve as an Audit Associate at KPMG, where he applied his expertise in auditing and financial analytics to deliver accurate and insightful results.
While at KPMG, he successfully completed the requirements for CPA Certification; we are so fortunate that James decided to return to our practice. James is particularly passionate about data analytics and continuously seeks innovative ways to incorporate them into his work, believing in the power of data-driven insights. While James will not be practicing as a CPA, his knowledge and experience will enable our team to better meet the individual needs of each of our clients.
James will work closely with Jimmy to provide the very best financial advice and planning, continuing our focus on building generational relationships with our clients and their families. We are building a practice that will give our clients peace of mind, as we are able to work with their children and grandchildren.
Outside of his professional pursuits, James maintains an active lifestyle and is passionate about fitness. He enjoys staying physically active and finds golf to be a great way to unwind and challenge himself.
We are excited for the added dimension James brings to our TEAM.
Tom and Jimmy partnered in 2015, in order to provide a succession plan for Tom’s vibrant client base. Jimmy has been fortunate to continue to be mentored by and work with Tom, as he is a wealth of wisdom and experience, having worked for many years in the industry. Tom continues to be an important consulting member of our team.
Christine is a seasoned professional who has been with Janney for more than 12 years in our Fairfield Connecticut offices, making us easily accessible to our clients in the Connecticut region.
Although she is a licensed Broker and licensed Investment Adviser, Christine prefers to focus on the client relationship side and ensuring that our team is providing prompt and effective service with our client’s goals in mind.
She often goes outside the box to find solutions for our clients and enjoys teaching clients about finance, helping them better understand their options and ensuring they are comfortable in their decisions.
Christine enjoys travel and most recently has visited Iceland and Alaska. In Alaska, Christine spent time on an island with a population of 17, frolicking with sea lions in their natural habitat, and deep-sea fishing. She is also a bit of a foodie and does what she calls the “blind point” at new restaurants where you blindly point to the menu and that’s what you order!
Christine is the best at getting answers; if you’re not sure where to start call Christine
Mike is a Private Client Associate who is committed to maintaining the highest standards of integrity, honesty, and professionalism while providing support to a growing practice to enhance the services we provide.
Mike joined Janney in January 2022 as a Complex Branch Operations Assistant, and then transitioned to Private Client Associate in 2024 for the McKenna Family Wealth Management team. Having recently relocated to Florida, Mike works out of our Palm Beach Gardens Office, enabling us to be easily accessible to our clients in the West Palm Beach area.
He holds SIE and Series 7; and he is a graduate of Sacred Heart University.
In his free time, Mike enjoys golfing, going to the beach and working out.
Bonnie is our most experienced and cherished team member and will be your main point of contact, available to address your day to day concerns and needs. Bonnie brings with her years of experience, and an endless supply of kindness and diligence.
When not at work, Bonnie can be found enjoying her home in New Hampshire, a haven created by herself and her husband, Joe.
Jill is a first point of contact for clients, addressing your day to day needs and questions. Jimmy has worked with Jill for over 14 years and is thrilled that she has recently chosen to join our team, after the retirement of Frank Panella, with whom she worked for many years.
Outside of the office, Jill loves to spend time with her husband, Mike, and their kids and grandkids.
Kathleen holds a BS in Accounting from Manhattan College (where she and Jimmy met over 30 years ago). Kathleen joined our team in early 2021 and passed the CFP Examination in July 2022.
Kathleen will work to create a personalized financial plan for you and your family. She enjoys puzzling through each client's dreams, goals, and challenges.
Outside of the office, Kathleen most enjoys spending time with her family - weekend trips with the kids and/or Jimmy are always fun. While not particularly good at it, she loves to spend time on the golf course. Cooking and baking for her family and friends is a joy and she continues to challenge herself with new recipes - currently attempting to perfect the art of sourdough bread!
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.
Debra S. Roey joined Janney Montgomery Scott LLC in November 2006, as Janney Retirement Plan Services (JRPS) Manager. JRPS was founded in 1982 to provide Janney’s Corporate Retirement Plan Clients with support in plan design analysis, proposal procurement and review, investment fiduciary services, technical expertise, and problem resolution.
Debra has over 30 years of experience in the Retirement Plan arena. Prior to joining Janney, she served as Regional Director with Union Central Life Retirement and Investment Services. During her tenure, she received numerous sales awards including qualification for the company’s highest society membership. She also served on several corporate committees involved with Strategic Planning and Product Development.
Debra earned a B.A. in Business Administration from Rutgers University.
Greg Drahuschak joined Janney in 1991. He has over 45 years of economic experience and provides daily, weekly, and monthly market commentary, with a particular focus on the equity market, to Janney and our clients.
Prior to joining Janney, he worked as a retail broker with—and eventually transitioned into the research departments of—Butcher & Singer and Wheat First Securities. He was also an instructor at Robert Morris College and the University of Pittsburgh.
Greg has written articles for several newspapers and websites, and has been the featured financial professional on many live radio broadcasts.
He earned his B.A. in fine arts from the Indiana University of Pennsylvania, as well as certificates from the Wharton School of the University of Pennsylvania and from the New York Institute of Finance.
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.
Kim Beil serves as Director of the Managed and Insured Solutions Group in Janney Montgomery Scott’s Wealth Management department. In this role, Ms. Beil oversees the daily activities of the Managed and Insured Solutions Group and is responsible for promoting both advisory and insured solutions for the firm.
Ms. Beil is an active member of the Firm, the industry, and is involved in several community organizations. At Janney, she is a member of the Firm’s Women’s Interactive Network (WIN). She is also a founding member for Girls on the Run Philadelphia, a non-profit program that encourages preteen girls to develop self-respect and healthy lifestyles through running. Currently, she volunteers with the Neucrue Cancer Foundation.
A graduate of Drexel University, Mrs. Beil holds a B.S. in business administration, and has over 15 years of financial services industry experience at Janney. She is an Accredited Wealth Management Advisor℠ (AWMA®), holds an insurance license, and is a LEADERSHIP Philadelphia Fellow.
In her spare time, Ms. Beil enjoys running and challenging herself in half marathons.
Laura Medigovich is a Vice President and Senior Financial Planner with Janney Montgomery Scott. Ms. Medigovich, who is based out of Purchase, NY, covers the Firm’s Northern region.
To support Janney’s clients in achieving their financial goals through sound planning, she coaches Janney’s Financial Advisors and their clients through all aspects of financial planning. Her areas of planning knowledge and experience include retirement, insurance, education, business-succession, estate and legacy, and philanthropic.
Ms. Medigovich joined Janney in 2019. Prior to joining the Firm, she was a Vice President, Senior Financial Planner for Wilmington Trust/M&T Bank. There, she was responsible for developing customized wealth-management strategies and financial plans for prominent individuals, families, and business owners. Ms. Medigovich also shared her financial planning experience through a weekly personal finance column in the local Hudson Valley newspaper, the Times-Herald Journal, which she wrote for more than a decade.
Ms. Medigovich has achieved a number of professional certifications, including the Certified Financial Plannerᵀᴹ professional designation from the Certified Financial Planner Board of Standards. She also earned the Chartered Financial Consultant and Chartered Life Underwriter designations from The American College and the Certified Trust and Financial Advisor designation from the Institute for Certified Bankers.
Other industry-focused programs from which Ms. Medigovich has graduated include the Virginia Bankers Association School of Bank Management at The University of Virginia, and the Cannon Trust School, Cannon Institute, at Pepperdine University.
She holds a Bachelor of Arts degree in Sociology from the University of Maryland.
Ms. Medigovich is a leader in her region’s finance community. Her leadership roles include serving as a member of the Board and the Director of Advocacy for the Greater Hudson Valley Financial Planning 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