Janney’s leadership team and executive committee are composed of respected professionals with extensive industry knowledge, veteran insight, and a shared strategic vision for the future. With many able to draw upon their own backgrounds as advisors, this team and committee understand the demands and rewards of your profession, and they are here to help you succeed.
Primary support comes from your Branch, Complex, and Regional Managers. With years of industry experience, they serve as both mentors and managers, allowing you the freedom to run your own practice while working with you to help it grow.
With over 30 years of Wealth Management experience, Jeff joined Janney in late 2012 as Complex Manager for the Washington D.C. metropolitan area, overseeing offices in both Washington, D.C. and Alexandria, Virginia. His prior experience includes serving as a Branch Manager at Morgan Stanley (Smith Barney) and as Director of Sales for Legg Mason, which included leading the merger of the Alexandria, VA Legg Mason office with Smith Barney. Later in his career, he oversaw the unification of the Smith Barney branch with Morgan Stanley. Previously, in his role as Director of Recruiting and Business Development at Janney, Jeff leveraged his previous experience and Janney’s unique strengths to increase the firm’s success far beyond Washington D.C.; during his tenure as Director of Recruiting, Janney successfully hired 254 experienced Financial Advisors.
As a proud Towson University alum, Jeff serves on the Towson University Foundation Board of Directors. Jeff resides permanently in Cambridge, Maryland (part time in Towson, Maryland) with his wife Emily, two beautiful daughters Hannah (recent McDaniel College graduate) and Ellie (recent Loyola University graduate) and golden retrievers. He spends his free time following Baltimore sports (GO RAVENS!!) and Capitals hockey, and vacuuming daily as a result of owning golden retrievers.
Joining Janney in 2002, Jay welcomed the opportunity to open Janney's first office in Maryland. Since then, the Towson office has grown from 5 financial advisors to nearly 20 professionals and support staff members.
In 2010 Jay was Chairman of Janney's Branch Manager Leadership Council. He earned his degree in Finance from Loyola College and spent 6 years in the National Guard. Jay currently holds his Series 7, 8, 63, and 65 general securities licenses; as well as, his insurance license. His areas of focus include cash management, qualified retirement plans, and tailored recommendations designed to help individuals meet their goals. Jay is also involved in the Maryland & District of Columbia Credit Union Association, Incorporated.
Chris’ top priority is providing his clients with recommendations that are aligned with their investment and life goals. He devoted the first years of his professional life to building a thorough fundamental understanding of the financial markets through his roles in institutional research and management. Chris made a choice to apply that knowledge to help guide the lives of individuals and their families and finds it very gratifying.
After earning his M.B.A. from the University of Notre Dame in 1990, Chris began his financial career at Legg Mason and prior to joining Janney in 2016, worked at RBC Wealth Management and, most recently, Wachovia Securities/Wells Fargo Advisors. In 2006, Chris was named to the National Top Advisors “40 Under 40” list, which appeared in On Wall Street.
Chris is a lifelong resident of the Baltimore area, and is proud to continue to call it home. Outside of the office, he enjoys spending time with friends and family, is an avid golfer, a referee for high school soccer and basketball, and proudly cheers on the Ravens.
Stacy serves as Complex Operations Manager for Janney’s Old Line Complex. With over 25 years of industry experience, Stacy brings valuable knowledge to the complex and assists with advisor and branch daily operations. Prior to joining Janney in 2010, she served at LifeBridge Health and Fitness.
Stacy is an active member of Janney’s Women’s Interactive Network, Mid-Atlantic Chapter, and holds a seat on its steering committee. She earned a Bachelor’s of Science in Biology from Syracuse University.
Outside of the office, she enjoys spending time with her family. Stacy is married with a blended family of five children and four grandchildren, with a fifth on the way!
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 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 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.
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 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
Martin Schamis is responsible for the strategic direction of the Wealth Planning Team, supporting more than 850 Financial Advisors who advise Janney’s private retail client base.
Martin joined Janney from the Vanguard Group where he spent the majority of his 11-year tenure as Senior Manager of Financial Planning and Advice Services. Prior to Vanguard, Martin worked as a Financial Advisor for Morgan Stanley. Martin graduated with a Bachelor’s degree in Physics and Art from the University of Delaware and received an MBA in Finance from St. Joseph’s University.