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On Wall Street
February 1, 2013
Pat Olsen |
Life Stories: Janney Montgomery Scott s Chris Munafo Discusses His Life In 2008, I was promoted to my current position to improve communications with the private client group and improve the coordination of resources that support our clients, advisors and business plan. For example, we've developed desktop tools, such as our own dashboard, and apps to help our advisors.   |
On Wall Street
February 1, 2011
Pat Olsen |
David Penn In 2009, Tim Scheve, Janney Montgomery Scott's president and CEO, recruited me for my current position. I'm responsible for most of the wealth management solutions that our advisors offer our clients. |
Registered Rep.
April 1, 2008
Halah Touryalai |
Comings & Goings People: Wilkes Thomas Martin III... Thomas J. Sanzone... Erik Feldman... Steve Genyk... Andrew Kalbaugh... |
On Wall Street
April 1, 2012 |
Who's News Wells Fargo promoted Dean Junkans to the new role of chief investment officer... Raymond James hired two advisor teams from Merrill Lynch... Janney Montgomery Scott promoted Steven Rivera to satellite branch manager... more... |
Registered Rep.
February 27, 2012
Diana Britton |
20-Year Merrill Advisor Jumps Ship to Regional Shop Janney Peter Sargent, who has $250 million in assets, said he wanted to move to a firm that was more entrepreneurial in nature and allowed for more flexibility. |
On Wall Street
April 1, 2010 |
Who's News People: David S. Lynn joins Morgan Stanley Smith Barney... UBS Private Wealth Management promotes Frank Minerva to COO... Philip Fett joins JPMorgan Chase... more... |
Registered Rep.
March 1, 2007 |
Comings & Goings President and CEO of Janney Montgomery Scott, James Wolitarsky, will retire... UBS appointed Michael Roberts managing director and head of UBS Trust Services... Morgan Stanley hired 10 investment professionals... etc. |
On Wall Street
July 1, 2012 |
Who's News Morgan Stanley Smith Barney hired the Seminara Group... Janney Montgomery Scott hired Thomas Graham ... RBC Wealth Management hired Don C. Reynolds II... |
Wall Street & Technology
October 26, 2005
Anthony Guerra |
A Slice of the Boomer Pie Financial firms are upping wealth management spending and examining enterprisewide solutions in hopes of luring mass-affluent clients. |
