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.Share this article
“The move allows me to leverage the expertise and experience of the CSG team of advisors and support staff,” said Lerner. “This will expand my ability to deliver a higher standard of service to my clients and their family and spend more time engaged with them working toward their goals. My and Murray’s views are mutually aligned that a process driven client experience is paramount to a successful, long term relationship and I am excited to be a part of the team.”
“Mitchell has dedicated the majority of his career to helping his clients address their financial concerns and developing sound strategies by focusing on each client’s specific needs,” said Jeffrey Smith, Washington, DC Complex Manager. “The partnership that Mitchell now has with Carter and his team will only enhance both of their practices, and in turn, help them support their clients in achieving their financial goals,” said Smith.
Mitchell began his career as a Financial Advisor with Smith Barney in Bethesda, Maryland where he
developed his fundamental investment knowledge. He joined Wachovia Securities, a predecessor firm of Wells Fargo Advisors, in 2006 and was among the portfolio managers that had earned the ability to manage discretionary portfolios through the firm’s PIM management program.
Mitchell received his J.D. from the Washington College of Law at American University and his
undergraduate degree from the University of North Carolina at Chapel Hill.
Janney’s Washington, DC branch office, led by Branch Manager Jeffrey Smith, is located at 1255 23rd Street NW, Suite 810, Washington, DC 20037.
About Janney Montgomery Scott LLC
Tracing its roots to 1832, Janney provides advice to individual, corporate and institutional clients. Our diversified business model includes our private client group, equity capital markets and fixed income capital markets capabilities. Our expertise includes guidance about asset management, corporate and public finance, equity and fixed income investing, equity research, institutional equity and fixed income sales and trading, investment strategy, financial planning, mergers and acquisitions, public and private capital raising, portfolio management, retirement and income planning, and wealth management. Janney is an independently-operated subsidiary of The Penn Mutual Life Insurance Company and is a member of the Financial Industry Regulatory Authority (FINRA) and Securities Investor Protection Corporation (SIPC). Additional company information is available at www.janney.com.