Douglas W. Stirling has been with Stirling Wealth Management since 1998, and serves as Executive Vice President/Wealth Management at Janney Montgomery Scott, where he was named Financial Advisor of the Year in 2014. Doug is responsible for creating individual investment strategies for his clients and directing and analyzing all investment decisions.
Doug is part of an elite group of Financial Advisors that has earned the designation of Chartered Advisor in Philanthropy® (CAP®) which is a specialized education in Philanthropic planning. The CAP® designation enables Doug to advise clients and prospective donors about long-term planning for their financial assets.
Prior to joining Janney Montgomery Scott, Doug served as an investment advisor with Paine Webber focusing on Retirement Planning. Doug is a graduate of North Carolina State University in Raleigh with a B.S. degree in Finance. He is also a graduate of the Accredited Wealth Management AdvisorSM (AWMA®) program as well as the Securities Industry Institute at the Wharton Business School at the University of Pennsylvania. He was selected to participate in the Investment Decision and Behavioral Finance program at Harvard University, a cutting-edge program based on a revolutionary approach to investment decision-making.
Wally Danforth joined Janney Capital Management (formerly Parker Hunter Asset Management) in 1995. A year later, he became a Financial Advisor with Janney Montgomery Scott. Prior to joining the firm, Wally was Vice President of Sales for the Chicago and Milwaukee areas of Banta Corporation.
Wally believes in educating his clients about the benefits of long-term investing using the Firm’s Wealth Management capabilities. He enjoys the challenge of working with a variety of investors, including individuals, businesses and foundations. Achieving his clients’ financial goals through diversification and and striving to provide the highest level of service are his priorities. Wally specializes in assisting investors with discretionary, fee-based money management platforms utilizing Janney Capital Management and Janney’s Wealth Management Services. In addition, he provides comprehensive financial, retirement and estate planning for his clients.
A Pittsburgh native, Wally is an active member of the Extra Mile Foundation Corporate Board raising funds through individual and corporate donations. Prior volunteer event and fund-raising work includes The Pittsburgh Regional Champions, The Mattress Factory and the Fox Chapel, PA Volunteer Fire Department. Wally enjoys golf, fly fishing, squash and playing drums for a local rock band. Education: Trinity-Pawling School—Pawling, NY ‘82; Kenyon College, Gambier, OH ‘86
Mary Jo joined the firm in 2001, and has been with Stirling Wealth Management since 2005, serving as Lead Sales Assistant.
Amanda joined Stirling Wealth Management in 2019 as a Sales Assistant.
Karen joined the firm in 2020, and has been with Stirling Wealth Management since 2022, serving as Registered Sales Assistant.
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.
Kathleen is a Vice President and Senior Financial Planner in Janney’s Wealth Planning Department. She supports Janney’s Western regional offices and is based out of Pittsburgh, Pennsylvania.
Kathleen provides comprehensive solutions designed to effectively address complex issues to help high net worth clients, business owners, corporate executives, and others meet their goals and objectives. She assists Janney’s Financial Advisors by providing subject matter expertise to analyze a wide variety of issues including estate, trust, and wealth transfer planning, asset protection, retirement, income tax, and charitable planning strategies.
Kathleen has extensive experience in estate, fiduciary, and individual income tax planning for high net worth clients. Prior to joining Janney, she spent over 20 years serving as a senior wealth planning strategist at large national wealth management institutions including The Bank of New York Mellon and PNC Private Bank. Kathleen began her financial counselling career with The Ayco Company LP (now part of Goldman Sachs). She received her Accredited Investment Fiduciary (AIF®) designation and served as fiduciary research specialist for Fi360 where she developed fiduciary educational programs for AIF® designees, CFPs, and other financial advisors.
Kathleen received her Juris Doctor from Duquesne University’s School of Law and Bachelor of Science in Business Administration also from Duquesne University. She is certified as an Accredited Investment Fiduciary (AIF®). Kathleen has been a frequent speaker at seminars on various financial and estate planning topics. She published several articles for Kiplinger’s Wealth Creation column and has been quoted in Barron’s, Think Advisor, and other industry publications. Kathleen is a member of the Estate Planning Council of Pittsburgh and the Allegheny County Bar 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
Mike Halloran serves as an Equity Strategist in Janney’s Investment Strategy Group. Bringing over 20 years of financial service experience to Janney’s established team of professionals, Mike analyzes all asset classes with particular emphasis on equity research.
Prior to Janney, Mike was Vice President of Market Strategy for BPU Investment Management Group, and was responsible for the development of the firm’s global outlook and implementation of numerous investment strategies. His previous experience includes performing equity research for large cap core and growth mutual funds, and working in PNC’s investment banking organization supporting M&A, high yield, private placement, loan syndication, and derivative security transactions. He is also an adjunct finance professor and former aerospace research engineer.
Mike received his B.S. in Mechanical Engineering from the University of Pittsburgh, M.B.A. from Carnegie Mellon University and his M.S. in Mechanical Engineering from the University of Florida. He also holds the Chartered Financial Analyst (CFA) designation.