Janney Bolsters Fixed Income Expertise with the Addition of Nine Professionals

PHILADELPHIA--()--Janney Montgomery Scott LLC (“Janney”), a leading full-service wealth management, financial services and investment banking firm headquartered in Philadelphia, Pa., announces the expansion of talent on its Fixed Income and Mortgage Trading desks with the addition of nine industry professionals thus far in 2017.

Brittany Broccard, Jamie Carlson, Robert Fink, Michael Foley, Sanford Goldstein and Ross Heller all joined Janney’s Fixed Income team. Additionally, Janney added a Mortgage Pipeline Hedging Trading group with the addition of Derrick Shea, Kristen Saputo and Grace Iammarino. They join to strengthen the firm’s existing suite of mortgage related trading expertise.

The announcement of these nine individuals comes on the heels of the promotion of four leaders across the firm and demonstrates Janney’s commitment to strengthening its expertise with top professionals in the business.

Brittney Broccard joined Janney’s Fixed Income Sales team in the CD/Structured Products group from Edward D. Jones, where she worked as a CD and Rates Trader.

Jamie Carlson, formerly with CL King & Associates, joined Janney as a Director. With over 30 years of experience in the fixed income market, he has held a variety of Sales and Management positions throughout his career. Carlson’s former colleague at CL King & Associates, Robert Fink, also joined Janney as a Director. He previously held Sales positions at Mesirow, Cantor, RBS Greenwich Capital and Barclays.

Michael Foley joined Janney from INTL FC Stone/GX Clarke as a Director in the firm’s Securitized Sales group.

Sanford Goldstein joined Janney from CapRok Capital as a Director in the Securitized Sales group. Previously, Sanford held positions at DLJ and Kidder Peabody.

Ross Heller, formerly with Bay Crest Partners, joined Janney as a managing director in its securitized sales group. Previously he held Sales, Trading and Structuring positions at RBC Capital Markets, Nomura, JP Morgan and Merrill Lynch.

“As Janney continues to expand its platform, we are excited to welcome such a seasoned lineup of fixed income professionals to our team,” shared Michael McNamara, Head of Fixed Income Sales. “We’re confident that Brittany, Jamie, Robert, Michael, Sanford and Ross will advance Janney’s position in the market ensuring that clients receive the highest level of service, advice and guidance.”

The three additions to Janney’s mortgage trading expertise all joined Janney from Atlas One Financial. Derrick Shea joined as Managing Director of Fixed Income Trading, Kristen Saputo joined as Director of Fixed Income Trading, and Grace Iammarino joined as Fixed Income Trading Associate.

“Derrick, Kristen and Grace will be adding value to the Janney Fixed Income mortgage team immediately, helping build upon our already strong platform and contributing to client success,” shared Tom Bajus, Managing Director and Head of Fixed Income.

About Janney Montgomery Scott LLC

Janney provides advice to individual, corporate and institutional clients. Our expertise includes guidance about asset management, corporate and public finance, equity and fixed income investing, equity research, institutional equity and fixed income sales and trading, investment strategy, financial planning, mergers and acquisitions, public and private capital raising, portfolio management, retirement and income planning, and wealth management. Janney is an independently-operated subsidiary of The Penn Mutual Life Insurance Company and is a member of the New York Stock Exchange (NYSE), Financial Industry Regulatory Authority (FINRA) and Securities Investor Protection Corporation (SIPC). Additional company information is available at www.janney.com and @Janney1832.

Contacts

Janney Montgomery Scott LLC
Karen Shakoske, 215-665-4458
SVP, Head of Marketing & Corporate Communications
kshakoske@janney.com
or
Gregory FCA for Janney
Kelly Forst, 610-228-2396
kellyf@gregoryfca.com

Release Summary

Janney Bolsters Fixed Income Expertise with the Addition of Nine Professionals

Contacts

Janney Montgomery Scott LLC
Karen Shakoske, 215-665-4458
SVP, Head of Marketing & Corporate Communications
kshakoske@janney.com
or
Gregory FCA for Janney
Kelly Forst, 610-228-2396
kellyf@gregoryfca.com