Our Team
Our team puts our clients at the center of everything we do to ensure they have a delightful experience. We find it gratifying that many of the people we work with recommend us to their colleagues, family and friends. 
 
If you are seeking a different level of customized financial solutions, we invite you to get to know us. It starts with a conversation, building a foundation that helps us get to know you, your family and financial situation.  We can offer to work together to deliver investment recommendations designed to specifically address your goals.
Kenneth's Photo
Kenneth P. Steinmetz, CRPC®
Vice President/ Wealth Management, Financial Advisor
About Kenneth
Ken began his career in the financial services industry in 2001. He joined Janney in 2019, attracted to the prestigious firm and its core values. In order to serve clients, he prides himself on helping clients look at the big financial picture. Ken strives to make recommendations to his clients that are designed to help cultivate a sense of financial security in their lives. He considers himself as an extension of his clients’ families. To further his education within the industry, Ken obtained and holds the Chartered Financial Consultant® (ChFC®) designation. Currently, Ken is a member of Janney's Masters Club.

Outside of the office, Ken plays tennis, pickleball, ping-pong and basketball. Besides staying active, Ken enjoys spending time with his wife, Joan and two sons, Nick and Ryan. He also loves cheering on the Miami Dolphins, reading and listening to classic rock music. Ken graduated from Stony Brook University and is the the President of Business Builders Alliance, a networking organization.
James's Photo
James C. Jackson
Financial Advisor
About James
James has over 18 years in the financial services industry including roles with Merrill Lynch Wealth Management, Allianz Private Equity Partners and Morgan Stanley. Joining Janney in 2018, James was attracted to Janney’s history of value-driven accountability and keeping people at the center. James prides himself on making recommendations in line with his clients' personal financial needs and goals, striving to make a positive difference in his clients' lives.
 
He volunteers his time by sitting on two of the boards for the American Cancer Society; The Southeast Florida Area and Volunteer Leadership Board. In 2016, James was awarded as the Top Fundraiser in American Cancer Society's Real Men Wear Pink campaign for Broward County benefiting Breast Cancer Awareness Month.

James earned a BA in Business Administration with a concentration in Finance and a minor in Economics from Morehouse College, where he graduated Summa Cum Laude and Phi Beta Kappa. While at Morehouse, James was a Morgan Stanley Richard B. Fisher Scholar and a Bank of America Scholar. He is a native of South Florida and enjoys traveling internationally. 
Raquel's Photo
Raquel Nacht
Registered Private Client Associate
About Raquel
Raquel has over 20 years in the financial services industry and serves as a Registered Private Client Associate after her time spent with Donaldson, Lufkin & Jenrette, acquired by Credit Suisse Group, and later Z Wealth Solutions.  She builds strong relationships with clients by providing reliable, trustworthy and tailored client service.

Raquel and her family are active members of Temple Beth Emet and have participated in several community related activities and charitable events.

She graduated from Florida International University with a Bachelor’s Degree in Finance and a minor in International Business.
Supported By

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.

Dan's Photo
Dan Wantrobski, CMT®
Managing Director, Director of Research
About Dan

Dan Wantrobski is Director of Research at Janney Montgomery Scott and has over 20 years of industry experience as a technical analyst and strategist.

 

Mr. Wantrobski spent the first 10 years of his career at Paine Webber and UBS, where he developed his knowledge as a technician and macro strategist following the equity, fixed income, commodity, and currency markets. He has also spent time at Fox Pitt Kelton, Bedford Quantitative, and New Albion Partners. From 2008 to 2016, Mr. Wantrobski served as Janney’s technical strategist.

 

Mr. Wantrobski regularly comments in the media on key issues arising in the industry, with appearances in outlets such as The Wall Street Journal, Reuters, The Philadelphia Inquirer, CNBC, Fox Business, and Bloomberg TV. He is also a frequent speaker at financial industry conferences, including the Ernst & Young Annual Firm Conference where he has served as a guest speaker for the last five years.

 

Mr. Wantrobski is a Chartered Market Technician ® (CMT) and attended Villanova University, graduating cum laude with a B.S. in Finance.

 

He currently resides in Moorestown, NJ where he volunteers as a firefighter with Relief Engine Co. 312.

Guy's Photo
Guy LeBas
Chief Fixed Income Strategist, Janney Montgomery Scott LLC Director, Custom Fixed Income Solutions, Janney Capital Management
About Guy

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's Photo
Jack Cintorino
Vice President, Senior Financial Planner
About Jack

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.

Kim's Photo
Kim (Termine) Beil, CFP®
Vice President, Director of Managed and Insured Solutions Group
About Kim

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.

Mark's Photo
Mark D. Luschini
Chief Investment Strategist, Janney Montgomery Scott LLC President and Chief Investment Officer, Janney Capital Management
About Mark

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

Preferred Communication Method
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.