Press Release

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.

Ann Marie Brancato, AAMS®, First Vice President/Wealth Management, joined the Firm on June 20, 2016 in Janney’s Red Bank, NJ office. She was previously affiliated with RBC Wealth Management. 

Christopher P. Goles, First Vice President/Wealth Management, and the Courtyard Financial Partners team, joined the Firm on June 23, 2016, in Janney’s Baltimore, MD office. They were previously affiliated with Wells Fargo Advisors. 

Kenneth F. Sarpu, CIMA, Senior Vice President/Investments, and the Sarpu Cardinal Wealth Management Group team, joined the Firm on June 16, 2016, in Janney’s Glastonbury, CT office. They were previously affiliated with Wells Fargo Advisors. 

“Ann Marie, Chris, and Ken and their teams are highly regarded in their communities and valued additions to the Janney team” said Jerry Lombard, president of the Firm’s Private Client Group. “We’re pleased that these advisors see Janney as the best firm for their clients, to grow their businesses and we’re confident that the support they will receive from our home office will help their clients achieve their financial goals.” 

With the addition of these three Advisors, Janney has welcomed a total of 23 experienced Financial Advisors to the firm in 2016. Sarpu is also the sixth $1M producer to join Janney in 2016.

About Janney Montgomery Scott LLC 

Janney provides advice to individual, corporate and institutional clients. 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 New York Stock Exchange (NYSE), Financial Industry Regulatory Authority (FINRA) and Securities Investor Protection Corporation (SIPC). Additional company information is available at

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