Our Team

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.
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Anne Lurton
Senior Vice President, Complex Manager
About Anne

As Senior Vice President and Complex Manger of Janney Montgomery Scott’s Washington DC area offices Anne partners with Financial Advisors and their teams, in the growth of their business and development of client relationships. 


With over 30 years of management experience at Janney Montgomery Scott, she understands what drives her teams to be the most successful and productive advisors for their clients. 


Anne has been actively involved at Janney, serving currently on the Branch Managers Council and previously as the Chairperson for the Branch Operations Council, a member of the Communications Committee for the Women’s Interactive Network and was recognized with the Private Client Group Meritorious Service Award. 


Anne holds a Series 7, 8, 63, and 65 licenses. In addition, holds her DC Health and Life Insurance License. Together with her husband they have four children and ten grandchildren. She is also a frequent traveler and avid reader.

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CSG Capital Partners
of Janney Montgomery Scott LLC
About CSG

CSG Capital Partners | Washington, DC | Financial Advisors | Janney

 

  • Murray Carter, AWMA®, CFP®, AIF®, Executive Vice President / Wealth Management, Financial Advisor
  • Mitchell Lerner, Vice President / Wealth Management, Financial Advisor
  • Thomas Hansen, AWMA®, Vice President / Investments, Financial Advisor
  • Erik Fromm, CFP®, CLTC®, Vice President / Wealth Management, Financial Advisor
  • Chris Rockwell, CFP®, CFA, Vice President / Wealth Management, Financial Advisor (Franklin, TN location)
  • Alice Quick, Branch Operations Assistant, Private Client Associate
  • Katherine Luu, Senior Registered Private Client Associate
  • Heather Ludwig, Private Client Associate
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Forrester Wealth Advisors
of Janney Montgomery Scott LLC
About Forrester

Forrester Wealth Advisors | Washington, DC | Financial Advisors | Janney


  • Mary Anne Forrester, AIF®, First Vice President/ Investments, Financial Advisor
  • John McCarthy, Registered Private Client Associate
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Steven Goldfarb
Assistant Vice President/Wealth Management, Financial Advisor
About Steven

Steven W. Goldfarb | Washington, DC | Financial Advisors | Janney


  • Steven Goldfarb, Assistant Vice President / Wealth Management
  • Sam Vigderhouse, Registered Private Client Associate
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Michael W. Johnson
Financial Advisor
About Michael

Michael W. Johnson of Janney Montgomery Scott | Washington, DC | Financial Advisors | Janney

  • Michael W. Johnson, CFP®, AWMA® Financial Advisor
  • Omar Hernandez, Private Client Associate
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Jones & Knoll Wealth Management Group
of Janney Montgomery Scott
About Jones

Jones & Knoll Wealth Management Group | Washington, DC | Financial Advisors | Janney

 

• Blake Jones, AWMA®, Senior Vice President / Wealth Management, Financial Advisor (Naples, Fl)

• D. Liane Jones, AIF®, Vice President / Wealth Management, Financial Advisor

• Sam Vigderhouse, Registered Private Client Associate

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Krauss Investment Group
of Janney Montgomery Scott LLC
About Krauss

Krauss Investment Group | Washington, DC | Financial Advisors | Janney


  • Rusty Krauss AWMA®, CLTC®, Executive Vice President / Wealth Management, Financial Advisor
  • David R. Dansby, CFP®, Assistant Vice President / Wealth Management, Financial Advisor
  • Philip T. Krauss, CFP®, Assistant Vice President / Wealth Management, Financial Advisor
  • Katie Shuler, Private Client Associate


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KF Wealth
of Janney Montgomery Scott LLC
About KF

KF Wealth of Janney Montgomery Scott | Washington, DC | Financial Advisors | Janney


  • Matthew Kroehler, Executive Vice President / Wealth Management, Financial Advisor
  • James Farrell, Financial Advisor
  • Anastasia Sabonis-Helf, Private Client Associate


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Shannon McGreevy
Vice President / Wealth Management, Financial Advisor
About Shannon

Shannon J. McGreevy of Janney Montgomery Scott | Washington, DC | Financial Advisors | Janney


  • Shannon McGreevy, Vice President / Wealth Management, Financial Advisor
  • Omar Hernandez, Private Client Associate
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Lee Springer
First Vice President/Wealth Management
About Lee

Lee Springer of Janney Montgomery Scott | Washington, DC | Financial Advisors | Janney


  • Lee Springer, First Vice President / Wealth Management, Financial Advisor
  • Omar Hernandez, Private Client Associate
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Michael Slaymaker, CFP®
First Vice President / Wealth Management, Satellite Branch Manager
About Michael

The Old Dominion Group | Alexandria, VA | Financial Advisors | Janney


  • Michael Slaymaker, CFP®, CLTC® Vice President / Wealth Management, Satellite Branch Manager
  • Elizabeth Miller, Branch Operations Assistant
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Thomas A. Graham, AWMA®
Executive Vice President / Wealth Management, Financial Advisor
About Thomas

Thomas A. Graham, AWMA® | Alexandria, Virginia | Financial Advisors | Janney


  • Thomas A. Graham, AWMA®, Executive Vice President / Wealth Management, Financial Advisor
  • Daniel C. Ronis, CFP®, CRPS®, CLTC®, Financial Advisor
  • Kevin Hoonan, Registered Private Client Associate
  • Nick Drury, Private Client Associate
Supported By

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.

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Debra Roey
Vice President, Retirement Plan Services Director
About Debra

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.

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Greg Drahuschak
Market Strategist
About Greg

Greg Drahuschak joined Janney in 1991. He has over 45 years of economic experience and provides daily, weekly, and monthly market commentary, with a particular focus on the equity market, to Janney and our clients.

 

Prior to joining Janney, he worked as a retail broker with—and eventually transitioned into the research departments of—Butcher & Singer and Wheat First Securities. He was also an instructor at Robert Morris College and the University of Pittsburgh.

 

Greg has written articles for several newspapers and websites, and has been the featured financial professional on many live radio broadcasts. 

 

He earned his B.A. in fine arts from the Indiana University of Pennsylvania, as well as certificates from the Wharton School of the University of Pennsylvania and from the New York Institute of Finance.

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Guy LeBas
Chief Fixed Income Strategist, Janney Montgomery Scott LLC Director, Custom Fixed Income Solutions, Janney Capital Management
About Guy

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.

 

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Kim (Termine) Beil, CFP®
Vice President, Director of Managed and Insured Solutions Group
About Kim

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.

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Mark D. Luschini
Chief Investment Strategist, Janney Montgomery Scott LLC President and Chief Investment Officer, Janney Capital Management
About Mark

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

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Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.