Our Team
As the founder of The Apollo Group, Steve leads a nationally recognized team dedicated to serving the complex wealth management needs of high-net-worth clients, including individuals, families, professional athletes, and entertainers. His work and dedication have led to awards and distinctions in the professional community, and he has authored several articles for Worth magazine.
Prior to joining Janney, Steve was a Managing Director and Wealth Partner at J.P. Morgan Wealth Management. Previous experience also includes working for a predecessor firm of J.P. Morgan as a Managing Director and a Director at Morgan Stanley Global Sports & Entertainment.
Steve is a graduate of Rutgers University School of Environmental and Biological Sciences.
Ken plays an essential part of The Apollo Group offering comprehensive wealth planning and advanced wealth strategies for high-net-worth individuals and families, foundations, institutions, and family offices. His commitment to excellence has been recognized in the professional community. He has been featured in OnWallStreet magazine Advisor Spotlight and has authored an article for Worth Magazine.
Ken received a B.B.A. in International Business from the Zarb School of Business at Hofstra University. He is a CERTIFIED FINANCIAL PLANNER® professional.
Prior to joining Janney, Ken was a Managing Director and Wealth Partner at J.P. Morgan Wealth Management. Earlier in his career, he served as a Portfolio Manager and Senior Vice President at Morgan Stanley Private Wealth Management before joining a predecessor firm of J.P. Morgan as a Managing Director.
Jared plays an essential part at The Apollo Group, advising high-net-worth individuals and families, foundations, institutions, and family offices. His focus is on delivering portfolio management and business development, as well as constructing comprehensive wealth management strategies.
Prior to joining Janney, Jared was an Executive Director and Wealth Advisor at J.P. Morgan Wealth Management. Earlier in his career, he served as Alternative Investments Director, Portfolio Manager, and First Vice President at Morgan Stanley Private Wealth Management before joining a predecessor firm of J.P. Morgan as a Senior Vice President.
Jared received a B.A. in Business Management and an M.B.A. in Marketing from Lynn University.
Fortune plays an essential role at The Apollo Group, and focuses on comprehensive private wealth management, including investment management and advanced wealth strategies. He supports the sophisticated needs of high-net-worth individuals and families, foundations, institutions, and family offices.
Prior to joining Janney, Fortune was a Vice President, Wealth Management at J.P Morgan. Previous experience also includes working at a predecessor firm of J.P. Morgan and a Portfolio Manager and Vice President at Morgan Stanley Private Wealth Management.
Fortune is a graduate of The Gabelli School of Business at Fordham University, where he received a B.A. in Business Administration and Economics and an M.B.A. in Finance.
Desmond is an important member of The Apollo Group and focuses on providing holistic wealth management strategies, including portfolio and investment management advice, to high-net-worth individuals, families, and foundations.
Desmond graduated cum laude with a B.S. in Finance and a minor in Economics from the Fordham University Gabelli School of Business, where he also completed a concentration in Value Investing.
Prior to joining Janney, Desmond was a Vice President and Wealth Advisor at J.P. Morgan Wealth Management. Earlier in his career, he served as a Financial Advisor at a predecessor firm of J.P. Morgan Wealth Management and at Morgan Stanley Private Wealth Management.
Marc plays an essential part of The Apollo Group, helping create a seamless, personalized experience tailored to each client’s financial goals.
A Graduate of Wesleyan University, he holds his FINRA Series 7 and 66 securities licenses.