New York, NY Avenue of the Americas Office

Anna Banks is a financial advisor at Janney Montgomery Scott holding a Series 66 credential. She has recently begun her career in the industry, with prior roles at Guidepoint Global, LLC, and experience working at Wake Forest University. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets, serving a diverse client base including individuals, families, trusts, estates, corporations, and municipal clients. The firm offers a range of financial services, combining in-house portfolio management with third-party solutions and providing custody and trustee services through a subsidiary trust company.

Kenneth Morris is a CFP® with 25 years of industry experience, currently advising at Janney Montgomery Scott. His prior roles include positions at J.P. Morgan Securities, First Republic Investment Management, and Morgan Stanley Smith Barney. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients. The firm offers a range of brokerage, financial planning, and advisory services, utilizing both in-house and third-party portfolio management across multiple programs.

Jared Katzman is a financial advisor at Janney Montgomery Scott with 16 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, First Republic Securities, and Morgan Stanley over the past 15 years. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base through brokerage, financial planning, advisory programs, and centralized portfolio management, offering in-house and third-party investment services.

Alexandra Niederhelman is a CFP® with 14 years of industry experience, currently with Janney Montgomery Scott in New York, NY. She has been with Janney since 2017 and previously worked at Wells Fargo Clearing. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Steve Condos is a financial advisor at Janney Montgomery Scott with 36 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at J.P. Morgan Securities, JPMorgan Chase Bank, First Republic Securities, and Morgan Stanley in various roles from 2009 to 2026 before joining Janney in 2026. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients through brokerage, financial planning, consulting, and advisory programs utilizing both in-house and third-party portfolio management.

Steven Guggenheimer is a financial advisor at Janney Montgomery Scott with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Janney since 2014 in their New York office. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, estates, and institutional sponsors, offering a range of brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

Domenic Biamonte is a Series 66 licensed financial advisor at Janney Montgomery Scott in New York, NY, with two years of industry experience. His career includes roles at Raymond James & Associates, Nasdaq, Inc., and Merrill Lynch. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, offering brokerage, financial planning, consulting, and advisory programs through a combination of in-house and third-party portfolio management.

Tracey Schusterman is a CFP® with 40 years of experience in the financial services industry. She has worked at Janney Montgomery Scott since 2017, with prior roles at RBC Capital Markets and UBS Financial Services. Tracey is based in New York, NY. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

Jessica Ventura is a financial advisor at Janney Montgomery Scott with two years of industry experience. She holds the Series 66 designation and has been with Janney Montgomery Scott entities since 2011. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, and institutional clients, offering brokerage, financial planning, consulting, and advisory programs with a combination of in-house and third-party portfolio management.

Michael Mangino is a financial advisor at Janney Montgomery Scott in New York, NY, holding a Series 66 designation. He has varied work experience across multiple industries, including roles at RT Specialty, Marcum LLP, TechTronic Industries, and local government positions in the Town of Oyster Bay. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base and offers a range of brokerage, financial planning, and advisory services through in-house and third-party portfolio management.

Marc Smith is a financial advisor at Janney Montgomery Scott with one year of industry experience. He holds the Series 66 credential and previously worked at J.P. Morgan Securities and JPMorgan Chase Bank. His background also includes roles at Soundcloud Inc. and involvement with Massachusetts Crease Goaltending School. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, and institutional clients, offering brokerage services, financial planning, and advisory programs through both in-house and third-party portfolio management.

Maxwell Uribe is a financial advisor with Janney Montgomery Scott in New York, NY, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Morgan Stanley Investment Management Inc., Eaton Vance Distributors, Inc., and Morgan Stanley Smith Barney LLC. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, and advisory programs through a combination of in-house and third-party portfolio management.

Fortune Macri is a financial advisor at Janney Montgomery Scott with 16 years of industry experience and holds the Series 66 designation. His prior roles include positions at J.P. Morgan Securities, First Republic Investment Management, and Morgan Stanley, where he worked in various capacities from 2009 to 2023. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, and institutional clients, and offers brokerage services, financial planning, and advisory programs supported by both in-house and third-party portfolio management.

Jack Mahoney is a financial advisor at Janney Montgomery Scott with a Series 66 designation and four years of industry experience. He has worked at Merrill and Janney Montgomery Scott, and has a varied background including roles in sports camps, insurance, and retail. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, corporate clients, and municipal entities, offering brokerage, financial planning, consulting, and advisory programs with both in-house and third-party portfolio management.

Christopher Squassi is a financial advisor with Janney Montgomery Scott in New York, NY, holding Series 65 and Series 63 licenses and bringing 37 years of industry experience. He has been with Janney Montgomery Scott since 1996. Outside of his advisory work, he serves as a board member for the Natalie Squassi Cancer Foundation, a nonprofit organization that raises funds for cancer research and related charities. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, and institutions, offering brokerage, financial planning, and advisory services supported by in-house and third-party portfolio management.