Janney Montgomery Scott LLC, a leading full-service wealth management, financial services, and investment banking firm, is pleased to announce that Edward Blumenthal and Mark Eskin of Stedmark Partners of Janney Montgomery Scott have been named to the Forbes 2021 Best-In-State Wealth Advisors list.
“Congratulations to Ed and Mark for receiving this prestigious recognition, which is a testament to their commitment to offer the highest standard of success in financial relationships. They represent the best of our industry,” said Jerry Lombard, President, Private Client Group.
Ed Blumenthal is an Executive Vice President/Wealth Management, Financial Advisor of Stedmark Partners at Janney Montgomery Scott, an Accredited Wealth Management AdvisorSM and a member of the Firm’s CEO Roundtable. He also holds the Series 7, 63, 65, 9 & 10 licenses as well as the Pennsylvania Life, Health and Disability Insurance licenses. Ed was a founding member of Janney’s Blue Bell, PA branch before moving to the Philadelphia Headquarters. Ed earned his B.A. in Economics and Certificate of Management from the University of Rochester.
Ed is a member of the Philadelphia Estate Planning Council and a frequent speaker at industry events, including the Securities Industry and Financial Markets Association (SIFMA) conference, The Wharton School’s KPMG Global Conference, and other national conferences. He serves as the Regional Board Chair of the Anti-Defamation League (ADL), Eastern Pennsylvania/Southern New Jersey/Delaware Regional Chapter is an active member of the National Multiple Sclerosis Society Greater Delaware Valley Chapter’s Planning Team for the MS City to Shore Bike Tour, and as an avid cyclist, he teaches bike safety skills to all ages as a League Certified Instructor for the League of American Bicyclist.
Mark Eskin is an Executive Vice President/Wealth Management, Financial Advisor of Stedmark Partners at Janney Montgomery Scott. Mark has been recognized as a Forbes Best In State Advisor in 2018, 2019, and 2020. Mark holds the Series 7 and 65 licenses as well as the Pennsylvania Life, Health and Disability Insurance licenses. Mark is an active member of the Board of Trustees of Abington-Jefferson Health and Abramson Senior Care in Blue Bell, PA and serves on the Board of Directors of the Federation Endowments Corporation of the Jewish Federation of Greater Philadelphia. He also is a past Chair of the Business Council of Abington Memorial Hospital, and is a past-President of the 800-member Philadelphia Estate Planning Council. He received his B.A. in Political Science from the University of Pennsylvania and is a magna cum laude graduate of the Temple University School of Law.
The Stedmark team is comprised of 9 financial services professionals with approximately $2 billion of assets under management. New clients typically have $2 million or more of investible assets and require comprehensive wealth management solutions. With its professional investment advisory approach and specialized team of financial professionals, the Stedmark team is able to deliver on its mission of delivering prudent and personalized investment and financial planning advice to each new generation of clients.
The Forbes Best-in-State Wealth Advisors rankings spotlights more than 5,000 advisors from Alaska to Florida with team assets amounting to more than $6 trillion. Developed by SHOOK Research, the award is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Advisors that are considered have a minimum of seven years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
