Steve and his team joined Janney Montgomery Scott from Avondale Partners, where he was a founding member of the advisory business for the Nashville, TN investment banking boutique. He brings more than 25 years of experience working with institutional investors including defined contribution plans, defined benefit plans, endowments and foundations, as well as corporate cash mandates.
Steven and his team at Janney are also members of the GRPAA (Global Retirement Partners Advisor Alliance) that collectively oversee more than $200 billion of plan assets. He has been recognized by PLANADVISER magazine as one of the nation’s “Top 100 Retirement Plan Advisors” for 2012, 2013, 2015, 2017 and 2018. He was named as one of the “Top 50 Defined Contribution Advisors” and “Top 10 in the Large Plan Market” for 2012 by 401k Wire and has been named to the Financial Times “Top 401” Retirement Plan Advisor List in 2015, 2016, 2017, 2018 and 2019.
Steven received his bachelor’s degree in finance from Auburn University, and his MBA from the Crummer School of Business at Rollins College. He is a Chartered Financial Analyst (CFA) and Certified Investment Management Analyst (CIMA) designee. He holds the Accredited Investment fiduciary (AIF®) credential and has also received the CPFA (Certified Plan Fiduciary Advisor) designation through the National Association of Plan Advisors.
Danielle is an Account Executive, and provides trading & operational support for the team. With eleven years of experience, Danielle focuses primarily on retail client financial planning and directly participates in the administration of client portfolios. She is responsible for the ongoing day-to-day management and operational function of the team. She enjoys helping make recommendations to clients that consider their objectives and retirement goals, among other considerations.
Danielle joined the team from the New York-based investment banking firm The Jordan, Edmiston Group, Inc., where she held a wide range of responsibilities, including a focus on database administration. She continued as a Senior Associate with the Wealth Management team at Avondale Partners from 2013 until the move to Janney in 2018.
Danielle earned her B.A., cum laude, from St. Francis College in Brooklyn, NY and holds her FINRA Series 7 & 66 licenses. She lives in Nashville with her daughter, Giada.
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.
Debra S. Roey joined Janney Montgomery Scott LLC in November 2006, as Janney Retirement Plan Services (JRPS) Manager. JRPS was founded in 1982 to provide Janney’s Corporate Retirement Plan Clients with support in plan design analysis, proposal procurement and review, investment fiduciary services, technical expertise, and problem resolution.
Debra has over 30 years of experience in the Retirement Plan arena. Prior to joining Janney, she served as Regional Director with Union Central Life Retirement and Investment Services. During her tenure, she received numerous sales awards including qualification for the company’s highest society membership. She also served on several corporate committees involved with Strategic Planning and Product Development.
Debra earned a B.A. in Business Administration from Rutgers University.
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.
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