My Team

Kathryn E. O'Connor

Private Client Assistant

Kathryn joined Janney Montgomery Scott LLC in March 2008.  Kathryn has over 15 years experience in the financial services industry.  She is responsible for all aspects of client account service and marketing.  Kathryn holds a Bachelor of Arts degree from the University of Delaware.

 

Wealth Management Professionals

We are also 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.

 

Chris Haidinger, CFP™

FieFFiChris 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 23 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.