Who We Are
Stedmark Partners is, according to Forbes (2022-2024), one of “America’s Top 100 Wealth Management Teams.” We are an experienced investment advisory and financial planning practice within Janney Montgomery Scott LLC, a privately held investment management firm headquartered in Philadelphia, Pennsylvania that traces its roots back more than 190 years.
Our team’s mission is to deliver financial advice and solutions that enable our clients to make sound financial decisions and navigate the challenges and uncertainties that inevitably accompany long-term investing.
Below you will find the full biographies of each of the lead advisors on our team: Mark Eskin, Ed Blumenthal, Chris Borden, and Julie Maxwell. Each of us brings years of professional experience and substantive expertise to Stedmark Partners, and together we work tirelessly to deliver comprehensive, coordinated, and seamless advice to our clients.
We are also very fortunate to have such a talented and dedicated team of Client Service Associates, many of whom have more than a decade of experience and are licensed registered representatives in their own right. They handle all day-to-day administrative matters, and routinely assist us in delivering and implementing our investment management and financial planning advice to our clients in a timely, efficient and highly personalized manner.
Mark joined Janney in 1999. He is an Executive Vice President/Wealth Management, an Accredited Wealth Management Advisor℠ (AWMA®), and a member of the Firm’s CEO Roundtable. He is a member of the Board of Trustees of Abington-Jefferson Health, and Past-Chair (2015–2018) of Abington Health’s Business Council. Mark also served on the Investment Sub-Committee of Thomas Jefferson University. From 2015 to 2023, he also was a member of the Board of Trustees of Abramson Senior Care, where he served on its Strategic Planning, Investment, Finance, and Nominating Committees. He served for a decade (2007–2017) as a member of the Board of Managers of Janney Montgomery Scott LLC and was an active member of Janney’s Profit-Sharing Plan Committee, which oversees the 401(k) Plan for the Firm and its employees. He served as President of the Philadelphia Estate Planning Council (2012–2013), which provides educational and networking opportunities to more than 800 legal, investment, tax, and other professional advisors in the Delaware Valley. He also served on the Estate Planners Advisory Committee of Federation Endowments Corporation of the Jewish Federation of Greater Philadelphia. Mark is a 1990 graduate of the University of Pennsylvania and, although he no longer practices law, a 1993 Magna Cum Laude graduate of the Temple University School of Law.
Ed joined Janney in 1996. He is an Executive Vice President/Wealth Management, an Accredited Wealth Management Advisor℠ (AWMA®), and a member of the Firm’s CEO Roundtable. He was a founding member of Janney’s Blue Bell, Pennsylvania branch before moving to the Philadelphia office in 2004 as one of the founding partners of the team. Ed is a member of the Philadelphia Estate Planning Council and has spoken at various industry conferences, including the Securities Industry and Financial Markets Association (SIFMA), The Wharton School’s KPMG Global Conference, and other national conferences. Ed is a member of the Regional Board of the Anti-Defamation League, and served as the Board Chair of the Eastern Pennsylvania/South Jersey/Delaware Chapter. He has also served on the Board of Congregation Beth Tikvah-B’nai Jeshurun and was the chair of the Adult Education Committee. Ed is a Certified Instructor with the League of American Bicyclists. He educates and collaborates with cyclists who aspire to ride bicycles safely and confidently, as well as cyclist groups in preparation for the MS City to Shore Ride for Multiple Sclerosis. He graduated from the University of Rochester in 1990 and is a member of the George Eastman Circle.
Chris joined Janney in 2008 after graduating from Temple University's Fox School of Business. He is an Executive Vice President/Wealth Management and a Chair of Janney’s Financial Advisor Advisory Council. He holds the Certified Financial Planner™ professional (CFP®) designation. This prestigious certification is awarded by the Certified Financial Planner Board of Standards, Inc. to individuals who meet rigorous education, examination, experience, and ethics requirements. Chris is an adjunct professor at Temple University, teaching a financial literacy class to undergraduate students, and is a frequent guest lecturer for the financial planning program within the Fox School of Business. Chris is also the Vice President of the Temple University Alumni Association and is on the Board of Directors of the Philadelphia Estate Planning Council.
Julie joined Janney in 2013 and is a Vice President/Wealth Management. She is a 2010 graduate of Hobart & William Smith Colleges with honors in Political Science. Julie is also a 2015 graduate of Temple University’s Beasley School of Law, where she focused her curriculum around tax and transactional law, and is a licensed member of the Pennsylvania and New Jersey Bars (non-practicing). Julie is a member of the Philadelphia Estate Planning Council, the Women’s Interactive Network at Janney, the Heron Society (William Smith Athletics), Dobro Slovo (Slavic Studies National Honors Society), and a founding member of her local Toastmaster’s International Club where she previously served as Treasurer. Before joining Stedmark Partners in 2019, Julie was the head of Janney’s Tax Reporting Department. She also served as a personal regulatory analyst to Janney’s CEO during his tenure as Chair of the Securities Industry and Financial Markets Association (SIFMA).
Noam joined Janney in 2023 and is an Account Executive. Prior to joining Stedmark Partners, Noam was an experienced health and welfare benefit consultant at WTW. Within his role, he serviced some of the firm’s largest and most complex clients. He partnered with executives to analyze, develop, and implement long-term strategic plans for companies’ employee benefits programs. He earned his Bachelor of Business Administration degree from Temple University’s Fox School of Business, where he majored in Risk Management & Insurance, as well as Marketing. Noam also serves on the Board of Trustees for Friends Child Care Center.
Experience
- Liz joined Janney Montgomery Scott in 1993
Education
- Pennsylvania Life, Health and Disability Insurance licenses
- Series 7 (General Securities)
- Series 63 (Model State Securities)
- Series 65 (Investment Advisor Representative)
Primary Team Functions
- Assists with portfolio management and trading
- Coordinates life insurance and annuity activity
Experience
- Marianne joined Janney Montgomery Scott in 1979
- Licensed assistant to one of Janney’s top financial advisors for more than 28 years
- Branch Operations Manager for Janney’s entire Philadelphia Office from 2009-2015
- Former Vice-Chair and Chair of Janney’s Branch Operations Council
Education
- Series 7 (General Securities)
- Series 63 (Model State Securities)
- Series 65 (Investment Advisor Representative)
- Series 9 & 10 (General Securities Supervisor)
Primary Team Functions
- Oversees client service team processes and all administrative functions
- Manages team projects to improve client service
Experience
- Donna joined Janney Montgomery Scott in 2008
Education
- Series 7 (General Securities)
- Series 63 (Model State Securities)
Primary Team Functions
- Assists clients in all aspects of client service
- Processes account opening and asset gathering for new clients
Experience
- Devin joined Janney Montgomery Scott in 2013
Education
- Series 7 (General Securities)
- Series 63 (Model State Securities)
Primary Team Functions
- Assists clients in all aspects of client service
- Processes account opening and asset gathering for new clients
Experience
- Tricia joined Janney Montgomery Scott in 1996 (Blue Bell office)
- Joined Stedmark Partners in August, 2005
Primary Team Functions
- Assists with client portfolio reporting
- Coordinates team calendar and scheduling
Experience
- Michael joined Janney Montgomery Scott in 2018 (Corporate) before joining J.P. Morgan Chase & Co. in 2020
- Joined Stedmark Partners in 2021
Education
- Saint Joseph’s University (B.A. in Accounting, 2018)
- Series 7 (General Securities)
- Series 63 (Model State Securities)
- Series 65 (Investments)
Primary Team Functions
- Assists clients in all aspects of client service
- Processes account opening and asset gathering for new clients