Seven Janney Financial Advisors Named Among the Best in the Country
Janney Montgomery Scott LLC (“Janney”) announced that seven of the firm’s Financial Advisors have been named to Barron’s 2014 list of “Top 1,200 Advisors,” published February 22, 2014. The advisors named from Janney are: Ed Blumenthal of Philadelphia, Pa., Mark Eskin of Philadelphia, Pa., Joseph P. Hassett, Jr. of Providence, R.I., Charles J. Noble, III of New Haven, Ct., Gary Rooth of Raleigh, N.C., Jerry Scheinker of Baltimore, Md., and Allan Strange of Richmond, Va.
“These seven advisors exemplify successful financial advisors who outpace their peers because of their perseverance and dedication for building long-lasting relationships with their clients. With this national recognition, Ed, Mark, Joe, Charles, Gary, Jerry, and Allan have helped to set the standard for excellence in the financial advisory profession,” said Jerry Lombard, president of the firm’s Private Client Group. “We congratulate them for their unrelenting commitment to their clients and to our Firm, and are pleased to have them as a part of the Janney team.”
The Barron’s list, organized by state, is based on quantitative and qualitative data provided by more than 4,000 of the nation’s most accomplished advisors. Barron’s analysis uses a complex formula that contains 22 points of ranking, all with various weightings. The calculation considers factors such as assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.
Ed Blumenthal, Philadelphia, PA - Ranked 33rd out of 48 in Pennsylvania
Ed Blumenthal serves as Executive Vice President/Wealth Management and a senior partner of Stedmark Partners at Janney Montgomery Scott. An Accredited Wealth Management Advisorsm, Blumenthal was named a Barron’s "Top Advisor” in 2013, a Financial Times “Top 400 Advisor” in 2013, and, along with his team, was recognized by the Philadelphia Business Journal as a “Top Financial Advisor in Greater Philadelphia.” Also, in 2006 and 2007, he and his partner, Mark Eskin, were identified by On Wall Street magazine as among the country’s “Top Advisors Under 40.” Blumenthal serves on the Executive Committee of the Eastern Pennsylvania/Delaware Regional Chapter of the Anti-Defamation League and is a member of the Philadelphia Estate Planning Council. He is an active member of the National Multiple Sclerosis Society, Greater Delaware Valley Chapter’s Planning Team for the MS City to Shore Bike Tour. Blumenthal received his undergraduate degree in economics and a Certificate of Management from the University of Rochester.
Mark Eskin, Philadelphia, PA - Ranked 32nd out of 48 in Pennsylvania
Mark Eskin serves as Executive Vice President/Wealth Management and is a senior partner of Stedmark Partners at Janney Montgomery Scott. An Accredited Wealth Management Advisorsm, Eskin was named a Barron’s “Top Advisor” in 2010, 2012 and 2013, a Financial Times “Top 400 Advisor” in 2013, and, along with his team, was recognized by the Philadelphia Business Journal as a “Top Financial Advisor in Greater Philadelphia.” Also, in 2006 and 2007, he and his partner, Ed Blumenthal, were identified by On Wall Street magazine as among the country’s “Top Advisors Under 40.” Mark is the immediate Past President of the 800-member Philadelphia Estate Planning Council, and is a member of the Planned Giving Advisory Committee of Abington Memorial Hospital. He received his undergraduate degree from the University of Pennsylvania, and is a magna cum laude graduate of the Temple University School of Law.
Joseph P. Hassett, Jr., Providence, RI - Ranked 5th out of 6 in Rhode Island Hassett serves as Executive Vice President/Investments, was previously named a Barron’s “Top Advisor” in 2012, and is a well-known and respected figure in the Providence investment community. With more than 30 years of experience serving clients as an investment advisor, he has been a member of Janney’s premier CEO Roundtable since joining the firm in 2009. Prior to entering the financial services industry, he enjoyed a successful career as a professional basketball player in the NBA, and is a graduate of LaSalle Academy High School and Providence College.
Charles J. Noble, III, New Haven, CT - Ranked 26th out of 36 in Connecticut
Charles J. Noble, III serves as Executive Vice President/ Wealth Management of Noble Wealth Advisory Group of Janney Montgomery Scott, and Branch Manager of the firm’s Downtown New Haven, Conn. office. He currently is a member of Janney’s Board of Managers, serves on the Board of Directors of Ecochlor, Inc and the Thom Segerson Foundation, and serves as Chairman of the Board of Managers of Kathie’s Kitchen-SuperSeedz. He was awarded Janney’s 2012 Financial Advisor of the Year and was named in the“ FT 400 Top Financial Advisors” by Financial Times in 2013. Noble received his BS in Finance magna cum laude from the University of New Haven and completed the SIA Course of Study at the Wharton School of Business.
Gary C. Rooth, Raleigh, NC - Ranked 23rd out of 30 in North Carolina
Gary Rooth serves as Executive Vice President/ Wealth Management of Rooth Investment Partners of Janney Montgomery Scott. Rooth was selected one of the top Financial Advisors in the nation in 2006, 2007, 2008, and 2009 by Barron’s Winner’s Circle. One of two Advisors on Janney’s Wealth Management Mutual Fund Investment Committee, Rooth is a graduate of North Carolina State University, holding BAs in both economics and business administration, and also holds an MBA from Duke University with concentrations in finance and accounting.
Gerald Scheinker, Baltimore, MD - Ranked 12th out of 24 in Maryland
In June 2014, Gerald Scheinker will celebrate his 50th year as a financial advisor. He serves as Executive Vice President/Wealth Management and senior partner of Scheinker Investment Partners at Janney Montgomery Scott. Throughout his career he has been awarded with honors from various financial services firms and was named one of Barron’s “Top 1,000 Advisors” in 2006, 2007, 2008, 2012, 2013 and 2014. In 2013 he was awarded by the Financial Times, as a Top 400 Financial Advisor in America. He has also been named a Five Star Wealth Manager for 5 straight years. A member of Janney’s premier CEO Roundtable, Scheinker is a graduate of Mount Vernon School of Law and the Institute of Investment Banking at the Wharton School at the University of Pennsylvania. Jerry and his team manage over $900 million of client assets.
Allan Strange, Richmond, VA - Ranked 24th out of 30 in Virginia
Allan Strange, Executive Vice President/Wealth Management, has been advising clients on their investments for more than 30 years, and consistently has been ranked by Barron’s as a “Top 1,000 Advisor,” as well as a top Financial Advisor in the state of Virginia. Serving as senior partner of the Strange Baber Crittenden Group of Janney Montgomery Scott, he has been a member of Janney’s premier CEO Roundtable since joining the firm in 2009, and recently earned the Accredited Investment Fiduciary® designation from Fiduciary 360. An avid golfer, Strange played professionally for three years after graduating from East Tennessee State University.
About Janney Montgomery Scott LLC
Established in 1832, Janney Montgomery Scott LLC provides comprehensive financial advice and superior service to individual, corporate and institutional investors. A full-service, financial services firm, Janney is committed to providing our clients advice through a wealth management approach by focusing on the delivery of strategic financial plans that utilize a variety of financial products and services best suited to help meet their financial goals. Janney is equally committed to providing our corporate and institutional clients objective advice for the successful execution of their unique business plans. Janney provides advice and service to clients through a network of professionals in branch offices located along the entire east coast. Janney is an independently operated subsidiary of The Penn Mutual Life Insurance Company, one of the largest mutual insurance companies in the nation, and is a member of the New York Stock Exchange, Financial Industry Regulatory Authority and the Securities Investor Protection Corporation.
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