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.
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.
Shurdonna serves as Vice President and the Director of Janney's High Net Worth Consulting Group. She provides comprehensive solutions designed to effectively address complex issues to help high net worth individuals and families, business owners, corporate executives, professional athletes, and others meet their goals and objectives.
Most recently, Shurdonna served as Assistant Vice President & Senior Financial Planner, supporting the advanced financial planning efforts for the Firm's Mid-Atlantic region. She also supported Janney’s clients in achieving their financial goals, provided subject matter expertise, and coached Janney's Financial Advisors and their clients through all aspects of financial planning. Together, they formulate comprehensive financial plans outlining estate, trust, and wealth transfer planning, asset protection, retirement, income tax, and charitable planning strategies.
Shurdonna has more than 15 years of progressive experience in the investment management industry. Previously, Shurdonna was a Financial Advisor in Vanguard Personal Advisor Services®, where she provided investment guidance and financial planning services to clients with significant wealth. Shurdonna also served in Vanguard’s Education Savings Group, focusing on 529 plans and college-savings strategies. While at Vanguard, Shurdonna had the opportunity to rotate through several of the firm's departments, including Retirement Plan Services, International, and Retail Investor Group, as part of its Accelerated Leadership Development Program.
Shurdonna earned the Certified Financial PlannerTM designation and holds FINRA Series 7 and 63 licenses.
She received her Juris Doctor (J.D.) from Temple University Beasley School of Law and has a Bachelor of Science in Finance from Morgan State University Earl G. Graves School of Business and Management.
Shurdonna is an active leader in her region's nonprofit community. She is a board member and a member of the finance, DEI, and strategic planning committees of Philadelphia's Magic Gardens mosaic art environment. She’s also a member of Alpha Kappa Alpha Sorority, Incorporated, an international service organization.
Laura Medigovich is a Vice President and Senior Financial Planner with Janney Montgomery Scott. Ms. Medigovich, who is based out of Purchase, NY, covers the Firm’s Northern region.
To support Janney’s clients in achieving their financial goals through sound planning, she coaches Janney’s Financial Advisors and their clients through all aspects of financial planning. Her areas of planning knowledge and experience include retirement, insurance, education, business-succession, estate and legacy, and philanthropic.
Ms. Medigovich joined Janney in 2019. Prior to joining the Firm, she was a Vice President, Senior Financial Planner for Wilmington Trust/M&T Bank. There, she was responsible for developing customized wealth-management strategies and financial plans for prominent individuals, families, and business owners. Ms. Medigovich also shared her financial planning experience through a weekly personal finance column in the local Hudson Valley newspaper, the Times-Herald Journal, which she wrote for more than a decade.
Ms. Medigovich has achieved a number of professional certifications, including the Certified Financial Plannerᵀᴹ professional designation from the Certified Financial Planner Board of Standards. She also earned the Chartered Financial Consultant and Chartered Life Underwriter designations from The American College and the Certified Trust and Financial Advisor designation from the Institute for Certified Bankers.
Other industry-focused programs from which Ms. Medigovich has graduated include the Virginia Bankers Association School of Bank Management at The University of Virginia, and the Cannon Trust School, Cannon Institute, at Pepperdine University.
She holds a Bachelor of Arts degree in Sociology from the University of Maryland.
Ms. Medigovich is a leader in her region’s finance community. Her leadership roles include serving as a member of the Board and the Director of Advocacy for the Greater Hudson Valley Financial Planning Association.