Team Bios

We are  supported by a team of wealth management professionals and investment strategists working out of Janney's corporate headquarters in Philadelphia, PA. Their exceptional depth and breadth of experience in the areas of comprehensive financial planning, portfolio management, and asset protection, allow for the level of highly specialized financial management you expect.

Mark D. Luschini
Chief Investment Strategist,
Janney Montgomery Scott LLC
President and Chief Investment Officer,
Janney Capital Management

 

Mark Luschini serves as the Chief Investment Strategist for Janney Montgomery Scott LLC, leading the Investment Strategy Group. In that capacity Mark is responsible for establishing the firm’s broad outlook relating to conditions in the capital markets and the economy and to develop investment strategies best suited to satisfy the goals and objectives of individual and institutional clients. He also establishes the firm’s asset allocation models used for portfolio construction and financial planning. Additionally, Mark directs Janney Capital Management, the firm’s discretionary investment management division.

Under his leadership, Janney Capital Management has delivered competitive investment results across multiple strategies. The total assets under management has grown to more than $3.5 billion, with more than $2 billion in traditional equity and fixed income assets, and over $1 billion in various strategic and tactical asset allocation strategies utilizing exchange-traded products and mutual funds.

Mark served on the Board of Managers for Janney, and currently serves as a Trustee for the firm’s Pension & Profit Sharing Plan. He is a member of the Janney Wealth Management Department’s Mutual Fund and Alternative Investment Committees. In Janney Capital Management, Mark chairs the Investment Committee which sets asset class and sector policy and directly participates in managing the equity, fixed income and asset allocation strategies under its advisory.

Mr. Luschini has spent more than 25 years in the investment industry, interfacing with both current and prospective clients. He utilizes that experience to speak on topics related to investment planning and asset management at seminars and conferences. His comments and written articles have been circulated in numerous publications, ranging from the New York Times, Barron’s, USA Today, Financial Times, Wall Street Journal, Money magazine, and Worth. He has appeared in various television and radio media outlets, including CNBC, Bloomberg Television, CNN, Fox Business News, and the Nightly Business Report.

 

Guy LeBas
Chief Fixed Income Strategist

 

Mr. LeBas joined Janney in 2006 and is a Managing Director and the Firm’s Chief Fixed Income Strategist. He is responsible for overseeing Janney’s Fixed Income Strategy & Research (FISR) group, a team charged with providing insight into the bond markets across four verticals: Economic & Interest Rate Strategy, Credit Research, Municipal Research, and the Balance Sheet Strategies Group. Mr. LeBas and the FISR team author in-depth economic and bond market periodicals and provides relative value recommendations across the fixed income spectrum. In addition, FISR works closely with Financial Advisors in providing customized investment strategies for a range of institutional and high-net-worth clients. Mr. LeBas is also a frequent guest on CNBC, Bloomberg TV, and Fox Business News as well as a regular speaker at financial industry conferences. He has been named among the “Bloomberg Best” for economic and bond market forecasting.

Prior to joining Janney, Mr. LeBas served as Interest Rate Risk Manager for U.S. Trust’s bank asset and liability portfolios, a role in which he oversaw risk and return on an $11 billion balance sheet. He received his education from Swarthmore College and is a CFA Charterholder.

 

Greg Drahuschak
Market Strategist

 

Mr. Drahuschak joined Janney in 1991. He has over 35 years of economic experience and provides daily, weekly and monthly market commentary to Janney and our clients. Prior to joining the Firm, he worked as a retail broker with—and eventually transitioned into the research departments of —Butcher & Singer and Wheat First Securities. He was also an instructor at Robert Morris College and the University of Pittsburgh.

Mr. Drahuschak has written articles for several newspapers and websites, and has been the visiting expert on many live radio broadcasts. He earned his B.A. in fine arts from the Indiana University of Pennsylvania, as well as certificates from the Wharton School of the University of Pennsylvania and from the New York Institute of Finance.

 

Debra Roey
Director,
Retirement Plan Services

 

Debra S. Roey joined Janney Montgomery Scott, LLC in November, 2006, as Janney Retirement Plan Services (JRPS) Manager.  JRPS was founded in 1982 to provide Janney's Corporate Retirement Plan Clients with support in plan design analysis, proposal procurement and review, investment fiduciary services, technical expertise and problem resolution.

Debra has over 25 years experience in the Retirement Plan arena.  Prior to joining Janney, she served as Regional Director with Union Central Life Retirement and Investment Services.  During her tenure, she received numerous sales awards including qualification for the company's highest society membership.  She also served on several corporate committees involved with Strategic Planning and Product Development.

Debra earned a B.A. in Business Administration from Rutgers University.  She also has the following designations: CLU (Chartered Life Underwriter), CHFC (Chartered Financial Consultant), and AIF (Accredited Investment Fiduciary).

 

Kim (Termine) Beil
Vice President,
Director of Managed and Insured Solutions

 

Kim Beil serves as Director of Managed and Insured Solutions Group in Janney Montgomery Scott’s Wealth Management department. In this role, Ms. Beil oversees the daily activities of the Managed and Insured Solutions Group and is responsible for promoting both advisory and insured solutions for the firm.

Ms. Beil is an active member of the firm, the industry, and is involved in several community organizations. At Janney, she is a member of the firm’s Women’s Interactive Network (WIN). She is also a founding member for Girls on the Run Philadelphia, a non-profit program that encourages preteen girls to develop self-respect and healthy lifestyles through running. Currently, she volunteers with the Neucrue Cancer Foundation.

A graduate of Drexel University, Mrs. Beil holds a B.S. in business administration, and has over 15 years of financial services industry experience at Janney. She is an Accredited Wealth Management AdvisorSM (AWMA®), holds an insurance license, and is a LEADERSHIP Philadelphia Fellow.

In her spare time, Ms. Beil enjoys running and challenging herself in half-marathons.

 

Christopher Haidinger, CFP®
First Vice President, Director,
High Net Worth Planning Group 

Chris Haidinger is a Certified Financial Planner and serves as First Vice President and Director of Janney's High Net Worth Planning Group, part of the Firm's Wealth Planning Department. Mr. Haidinger has been associated with Janney for over 27 years, creating investment and tax planning strategies for private and institutional clients, businesses and credit unions in an effort to maximize the productivity of their assets. As part of his responsibilities, he provides technical expertise and formulates financial plans describing financial, tax, investment and estate planning strategies for Financial Consultants and clients of the Firm.

Mr. Haidinger has conducted numerous public and private seminars, has provided individual counseling for employees facing retirement and career changes at many local companies, such as: Merck, Atlantic City Electric, Martin Marietta, Scott Paper and Mobil Oil . He has also consulted on investments with the Mobil Federal Credit Union. Barrons Magazine featured Mr. Haidinger in an article on Tax Planning Strategies for Professionals.

Mr. Haidinger is currently a member in good standing with International Board of Standards and Practices for Certified Financial Planners, the Delaware Valley Society of the Institute of Certified Financial Planners and the International Association of Certified Financial Planners. He holds a Bachelor of Science in Finance from Susquehanna University, and is a graduate of the SII (Securities Industry Institute) Program at the Wharton School of Business.

 

Michael Repak, CPA / PFS, JD, LLM
Vice President, Senior Estate Planner

 

Michael Repak is a Vice President / Senior Estate Planner with Janney Montgomery Scott LLC. He is a key resource with Firm’s Wealth Management Department based in the Philadelphia, PA headquarters. He provides assistance in all aspects of financial, tax, and estate planning issues to Janney’s Financial Advisors and their clients.

Prior to joining Janney, Mr. Repak had a solo law practice concentrating in elder law and estate planning. Previously he was a Senior Tax Manager at KPMG. He has also held a similar position at Arthur Andersen LLP where he was responsible for that firm’s Human Capital Consulting practice in Philadelphia. He was with Andersen in New York City for several years where his clients included high net worth individuals and multi-national corporations. He has also held executive positions with Estee Lauder, Inc. before and after its IPO, and worked on matters pertaining to the company, the founding family and key executive compensation arrangements for employees in the US and abroad.

Mr. Repak earned his Bachelor’s degree from William Patterson University in Wayne, New Jersey, and has a Master’s degree from the University of Wisconsin in Madison, Wisconsin. He has a CPA/PFS credential, and Series 7 and 66 securities licenses. He received his J.D. from the University of Florida and his LL.M. in Tax Law from NYU. He has been an adjunct professor in the MBA program at Temple University and is a frequently sought-after speaker for professional conferences and events. He is also frequently featured as a Money Doctor on www.360financialliteracy.org, the public education site of the American Institute of Certified Public Accountants. Mr. Repak has served on several non-profit and civic boards, is a graduate of Leadership Philadelphia and is a member of the Union League of Philadelphia.