Press Release

Oct 10, 2016

Janney Spreads Across Connecticut, Adds Five Advisors From Merrill Lynch

New Team Serves Clients in Mystic and West Hartford; Manages more than $800M in AUM


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Aug 3, 2016

Gerald Scheinker Named as one of “America’s Top Wealth Advisors” by Forbes


Philadelphia, Pennsylvania – August 3, 2016 – Janney Montgomery Scott LLC (“Janney”), a leading full-service wealth management, financial services and investment banking firm headquartered in Philadelphia, PA today announced that Gerald Scheinker, Executive Vice President/Wealth Management and senior partner of Scheinker Investment Partners has been named to the 2016 “America’s Top Wealth Advisors” published by Forbes.

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28 Experienced Advisors Joined Janney as of July 2016



Philadelphia, PA – August 3, 2016 – Janney Montgomery Scott LLC (“Janney”), a leading full- service wealth management, financial services and investment banking firm headquartered in Philadelphia, Pa., announced the hiring of five financial advisors in July. This brings the firm’s total to 28 new advisors to the Firm in 2016. These latest additions will join Janney’s Florida, New York, and Pennsylvania offices. Combined, these five advisors have more than 65 years of investment industry experience.

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Jul 19, 2016

Four Additions Announced to Janney’s Fixed Income Team



PHILADELPHIA, PA – July 18, 2016 – Janney Montgomery Scott LLC (“Janney”), a leading full- service wealth management, financial services and investment banking firm headquartered in Philadelphia, PA, today announced the hiring of four new fixed income professionals. Matthew Lusardi, Susan Marron, Jake Olivieri, and Jamie Showers have all joined the firm.

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Jul 14, 2016

Janney Adds Three Advisors In June Managing Over $250M In Assets


Philadelphia, PA – July 14, 2016 – Janney Montgomery Scott LLC (“Janney”), a leading full- service wealth management, financial services and investment banking firm headquartered in Philadelphia, Pa., announced the hiring of three financial advisors. The advisors join Janney with combined client assets under management exceeding $250 million and average production of $816,000. In addition, two Account Executives and one Private Client Assistant joined the firm.

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Jul 7, 2016

Three Janney Analysts Earn Prestigious Thomson Reuters Awards



Philadelphia, PA – July 7, 2016 – Janney Montgomery Scott LLC (“Janney”), a leading full-service wealth management, financial services and investment banking firm headquartered in Philadelphia, PA, today announced three of its analysts – Ryan Byrnes, Michael Gaugler, and John Rowan– are recipients of 2016 Thomson Reuters Analyst Awards, which are presented to the top individual sell-side analysts and firms in the industry.

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Jun 29, 2016

Janney Names Anne Lurton Complex Manager for the Washington DC Complex


Philadelphia, PA – June 29, 2016 – Janney Montgomery Scott LLC announced today that Anne Lurton has been promoted to Senior Vice President and Complex Manager for the firm’s Washington DC Complex which includes offices in Washington DC and Alexandria, Va. She replaces Jeff Smith who was recently promoted to Head of Recruiting and Business Development for Janney’s Private Client Group at its headquarters in Philadelphia, Pa. Lurton was previously Assistant Complex Manager for the Washington DC Complex.

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Jun 21, 2016

Janney Welcomes Accomplished Investment Banker to its Lodging & Leisure Team

John Putrino joins as Managing Director in the Real Estate Investment Banking Group–

Philadelphia, PA – June 21, 2016 – Janney Montgomery Scott LLC (“Janney”), a leading full-service wealth management, financial services and investment banking firm headquartered in Philadelphia, PA, today announced the addition of John Putrino, who will join as Managing Director in the Real Estate Investment Banking Group.

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Jun 6, 2016

Janney Promotes Jeffrey J. Smith to New Head of Recruitment and Business Development for Janney’s Private Client Group


PHILADELPHIA, PA – June 1, 2016 – Janney Montgomery Scott LLC announced today that Jeffrey J. Smith, Senior Vice President, has been promoted to Head of Recruitment and Business Development for Janney’s Private Client Group. Mr. Smith was previously a Complex Manager in the firm’s Washington DC office. Mr. Smith will relocate to the firm’s Philadelphia headquarters in Summer 2016.

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Jun 2, 2016

Janney Expands New York Institutional Equity Sales Team


PHILADELPHIA, PA –June 2, 2016 – Janney Montgomery Scott announced today the hiring of two senior sales professionals to join their New York Institutional Equity Sales team. Andy Ballou and Glenn Skolnick have joined the firm as Managing Directors and will report to Andrew Maddaloni, Director of Research and Head of Equity Sales.

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May 24, 2016

Five Additions Announced to Janney’s Fixed Income Team


PHILADELPHIA, PA –May 25, 2016 – Janney Montgomery Scott LLC (“Janney”), a leading full- service wealth management, financial services and investment banking firm headquartered in Philadelphia, PA, today announced the hiring of five new fixed income professionals. Alexandre Bouilloux, Matthew Giammarinaro, Christopher Gorman, Greg Lobo, and Richard Smith have all joined the firm.

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May 9, 2016

Janney Repeats Ranking in InformationWeek “Elite 100”


Philadelphia, Pennsylvania – May 5, 2016 – Janney Montgomery Scott LLC (“Janney”), a leading full- service wealth management, financial services and investment banking firm headquartered in Philadelphia, PA, today announced they’ve been ranked by InformationWeek, for the second consecutive year, as an “Elite 100” – a list of the top business technology innovators in the U.S.

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Apr 29, 2016

Janney Opens New Branch Offices in Ohio and Virginia, Adds Five Financial Advisors from Wells Fargo Advisors with $577 Million in AUM


Philadelphia, Pennsylvania – April 26, 2016 – Janney Montgomery Scott LLC (“Janney”), a leading fullservice wealth management, financial services and investment banking firm headquartered in Philadelphia, PA, today announced that it further expanded its presence in the Midwest and Virginia marketplace with the opening of a new office in Cincinnati, OH and Harrisonburg, VA. These new offices enable Janney to increase its presence in a key marketplace and support the future growth in these areas.

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Janney Montgomery Scott Expands With New Office Opening In Harrisonburg, VA, Adds Two Financial Advisors


Philadelphia, Pennsylvania – April 26, 2016 – Janney Montgomery Scott LLC (“Janney”), a leading full-service wealth management, financial services and investment banking firm headquartered in Philadelphia, PA, today announced that that it further expanded its presence in the Virginia marketplace with the opening of a new office in Harrisonburg, VA. In addition, the Lantz & Gochenour Investment Group, a team of two Financial Advisors and two Private Client Assistants, managing over $390 million in client assets, have joined Janney’s Harrisonburg office from Wells Fargo Advisors.

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Four Janney Branch Managers Recognized as a “Top 100 Branch Manager” by On Wall Street


PHILADELPHIA, PA – APRIL 25, 2016 – Janney Montgomery Scott LLC (Janney), a leading full-service wealth management, financial services and capital markets firm headquartered in Philadelphia, Pennsylvania announced that four of the firm’s Branch Managers have been named to On Wall Street’s list of the nation’s Top 100 Branch Managers. On Wall Street annually spotlights the industry’s top branch managers who bring out the best in their advisors. These individuals exhibit unsurpassed expertise in the field, a dedication to superior service, outstanding leadership, and an unwavering commitment to meeting clients’ needs. The Janney Branch Managers recognized by On Wall Street are: Gordon Eide, Richmond, VA; John Goles, Bel Air, MD; Lawrence Richards, West Chester, PA; and George Keith, Darien, CT.

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Apr 20, 2016

Janney Montgomery Scott Opens New Branch Office in Cincinnati, Ohio, Adds Three Financial Advisors


Philadelphia, Pennsylvania – April 20, 2016 – Janney Montgomery Scott LLC (“Janney”), a leading full-service wealth management, financial services and investment banking firm headquartered in Philadelphia, PA, today announced that that it further expanded its presence in the Midwest marketplace with the opening of a new office in Cincinnati, OH, enabling Janney to increase its presence in a key marketplace and support the future growth in this new location. In addition, the Mossbarger Deimling Moler Financial Strategies Group, a team of three Financial Advisors and two Private Client Assistants, managing over $187 million in client assets, have joined Janney’s Cincinnati office from Wells Fargo Advisors.

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Apr 5, 2016

Jane S. Goodyear Joins S.C. Asset Advisors of Janney Montgomery Scott in Columbia, SC Branch Office


PHILADELPHIA, PA – April 5, 2016– Janney Montgomery Scott LLC (“Janney”), a leading full-service wealth management, financial services and investment banking firm headquartered in Philadelphia, PA, today announced that Jane S. Goodyear has joined S.C. Asset Advisors in Janney’s Columbia, S.C. office as a Financial Advisor. She will be joining the team of Simms Oliphant, Chris Smith and Julie Boulware.

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Apr 4, 2016

Chesapeake Wealth Advisors Joins Janney Montgomery Scott Greenville, DE Branch Office


PHILADELPHIA, PA – April 4, 2016– Janney Montgomery Scott LLC (“Janney”), a leading full-service wealth management, financial services and investment banking firm headquartered in Philadelphia, PA, today announced that Michael D. Porter, Senior Vice President / Wealth Management, and Jeremy A. Lambert, First Vice President / Wealth Management, have joined Janney’s Greenville, DE branch office as Chesapeake Wealth Advisors of Janney Montgomery Scott.

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Mar 31, 2016

Edward Blumenthal, Andrew Nehrbas, Allan Strange, and Paul Tomick Named to Financial Times “FT 400” List of Top U.S. Financial Advisors


PHILADELPHIA, PA – MARCH 31, 2016 – Janney Montgomery Scott LLC (“Janney”) today announced that three of the firm’s Financial Advisors have been named to the Financial Times 2016 list of Top 400 U.S. Financial Advisors. The advisors named from Janney are: Edward Blumenthal of Philadelphia, PA; Andrew Nehrbas of Bryn Mawr, PA; Allan Strange of Richmond, VA, and Paul Tomick of Towson, MD.

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Mar 14, 2016

Janney Adds Two Senior Institutional Equity Sales & Trading Professionals


PHILADELPHIA, PA – March 14, 2016 – Janney Montgomery Scott announced today the hiring of two senior professionals to join its Institutional Equities Sales & Trading organization. Vince Montesano and Stephen Yamane have both joined the firm as Managing Directors.

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Janney Fixed Income Team Expands with New Hires


PHILADELPHIA, PA – March 14, 2016 – Janney Montgomery Scott announced today the addition of three fixed income professionals. Brendan Fry, Chris Quinn and Harry Tucker have all joined the firm.

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Mar 10, 2016

Six Janney Financial Advisors Named Among the Best in the Country by Barron’s


PHILADELPHIA, PA – March 10, 2016 – Janney Montgomery Scott LLC (“Janney”) today announced that six of the firm’s Financial Advisors have been named to Barron’s 2016 list of “Top 1,200 Advisors.” The advisors named from Janney are: Robert H. Bishop, Pittsburgh, PA, Ed Blumenthal of Philadelphia, PA, Mark Eskin of Philadelphia, PA, Charles J. Noble, III of New Haven, CT, Gerald Scheinker of Baltimore, MD, and Allan Strange of Richmond, VA.

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Feb 11, 2016

Janney Adds Six Advisors in the First Month of 2016

PHILADELPHIA, PA – February 11, 2016 – Janney Montgomery Scott LLC (“Janney”), a leading full-service wealth management, financial services and investment banking firm headquartered in Philadelphia, Pa., today announced the hiring of six advisors (three from Wells Fargo Advisors, two from BB&T Scott & Stringfellow, and one from Oppenheimer & Co., Inc.). The advisors join Janney with average client assets under management of $78 million and average production of $680,000.

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Feb 3, 2016

John P. Irby, IV Joins Janney’s Raleigh Office

Philadelphia, PA – February 3, 2016 – Janney Montgomery Scott LLC (“Janney”), a leading full-service wealth management, financial services and investment banking firm headquartered in Philadelphia, PA, today announced the hiring of John P. Irby, IV as Financial Advisor to the firm’s Raleigh, NC branch office.

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Jeffrey R. Purdon Joins Janney’s Atlanta Office

Philadelphia, PA – February 3, 2016 – Janney Montgomery Scott LLC (“Janney”), a leading full-service wealth management, financial services and investment banking firm headquartered in Philadelphia, PA, today announced the hiring of Jeffrey R. Purdon, CFP® as First Vice President/ Wealth Management to the firm’s Atlanta, GA branch office.

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Jan 20, 2016

Janney Montgomery Scott Names Michael O’Mara Branch Manager of Fort Lauderdale, FL Branch Office

 PHILADELPHIA, PA – January 20, 2016 – Janney Montgomery Scott LLC (“Janney”), a leading full-service wealth management, financial services and investment banking firm headquartered in Philadelphia, PA, today announced that it has named Michael O’Mara as Vice President / Branch Manager of its Fort Lauderdale, Florida office. Michael joins Janney from Forest Securities.

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Jan 11, 2016

Mitchell Lerner Joins Janney Montgomery Scott in Washington DC Branch Office

 Philadelphia, PA – January 11, 2016 – Janney Montgomery Scott LLC (“Janney”), a leading full-service wealth management, financial services and investment banking firm headquartered in Philadelphia, PA, today announced that Mitchell Lerner, a 20-year industry veteran, has joined Janney’s Washington, DC office as a Financial Advisor and Vice President/Wealth Management. Mitch is now a member of CSG Capital Partners, one of Janney’s top-producing teams with over $450 million in assets under management.  CSG Capital Partners is led by Murray Carter, a 25-year veteran of the financial services industry.

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Jan 6, 2016

Janney Montgomery Scott Names David Nuddle Branch Manager of Wyncote Branch Office

PHILADELPHIA, PA – January 6, 2016 – Janney Montgomery Scott LLC (“Janney”), a leading full-service wealth management, financial services and investment banking firm headquartered in Philadelphia, PA, today announced that it has named David Nuddle as Branch Manager of its Wyncote office (effective as of January 1, 2016). David, who will continue to provide service and advice to his client base, replaces Sid Gosser as Wyncote Branch Office Manager, who will remain at Janney as a Financial Advisor and Senior Vice President / Investments.

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