Press Release

Apr 4, 2018

Janney Welcomes 32 New Hires to the Firm’s Private Client Group in First Quarter of 2018



PHILADELPHIA, PA – April 4, 2018 – Janney Montgomery Scott LLC (“Janney”), a leading full-service wealth management, capital markets, and asset management firm headquartered in Philadelphia, PA, welcomed 32 professionals to its Private Client Group in the first quarter of 2018. This includes 11 experienced Financial Advisors, entrusted with over $950 million in client assets, and 21 Private Client Associates. Janney also opened two new branch offices in the first quarter in Columbus, OH and Battle Creek, MI.

  • Paul Aris, Vice President/Wealth Management, Bedminster, NJ
  • Andrew Aubrey, First Vice President/Wealth Management, West Hartford, CT
  • Steven Barber, Financial Advisor, Williamsville, NY
  • Timothy Barnes, Private Client Associate, New York, NY 
  • Matthew Buikema, Senior Vice President/Investments, Branch Manager, Battle Creek, MI
  • Sabrina Candiano, Private Client Associate, Hackensack, NJ
  • Bradley Clough, Private Client Associate, Federal Hill, MD
  • Amy Cornelius, Private Client Associate, Pittsburgh, PA
  • Patricia Cunningham, Private Client Associate, Hingham, MA
  • Shelly DeLucas, Senior Registered Private Client Associate, Columbus, OH
  • Amanda Edwards, Private Client Associate, Mansfield, OH
  • Rita Endler, Private Client Associate, Beaver, PA
  • Nicole Fogler, Private Client Associate, Chillicothe, OH
  • Renee Giles, Senior Registered Private Client Associate, Battle Creek, MI
  • Kenneth Glick, Financial Advisor, Upper Saddle River, NJ
  • Scott Horowitz, Senior Vice President/Wealth Management, Branch Office Manager, Columbus, OH
  • James Jackson, Financial Advisor, Fort Lauderdale, FL
  • Amanda Jones Derby, Registered Private Client Associate, Westminster, MD
  • Patricia Kavka-Coogan, Private Client Associate, Valley Forge, PA
  • Angela Kenney, Private Client Associate, Battle Creek, MI
  • Shana Kolb, Private Client Associate, Melville, NY
  • Lysandra Maxim, Registered Private Client Associate, New York, NY
  • Jeramy May, Senior Vice President/Wealth Management, Columbus, Ohio
  • Travis Morse, Associate Vice President/Investments, Assistant Branch Manager, Battle Creek, MI 
  • Kimberly Nelson-Velasquez, Private Client Associate, Columbus, OH
  • Dara Nottingham, Private Client Associate, Oil City, PA
  • Mike Oursler, Senior Vice President/Investments, Assistant Branch Manager, Battle Creek, MI
  • Melanie Pereira, Registered Private Client Associate, Edison, NJ
  • Kenneth Steinmetz, Vice President/Wealth Management, Fort Lauderdale, FL
  • Cindy VanAsperen, Registered Private Client Associate, Fort Lauderdale, FL
  • Daniel Wolfgang, Private Client Associate, Canonsburg, PA
  • Jonathan Zipp, Private Client Associate, Towson, MD

“We are delighted to welcome these advisors and their teams to the Janney family,” said Jerry Lombard, President, Janney Private Client Group. “Our 2018 first quarter recruiting results affirms that Janney is a destination of choice for talented financial advisors who share our client-first philosophy. Our boutique size, entrepreneurial culture, and commitment to investing in advanced technology and advisory platforms has clearly resonated in the marketplace. We are well-positioned now and in the future to support our advisors in their continued success.”

Janney has over $80.9 billion in assets under advisement as of March 2018. In 2017, Janney welcomed 140 new Private Client Group members, of which 65 were Financial Advisors.

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 Financial Industry Regulatory Authority (FINRA), and Securities Investor Protection Corporation (SIPC). Additional company information is available at www.janney.com.

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