Janney Montgomery Scott has added five industry veterans to the firm’s West artford, Connecticut branch office, who collectively oversee more than US$900 million in client assets.

The team is made up of the following individuals:

Go deeper with GlobalData

Data Insights

The gold standard of business intelligence.

Find out more

  • Robert Black, Senior Vice President/Wealth Management
  • Ned Manuel, Senior Vice President/Wealth Management
  • Ed Blumenthal, Senior Vice President/Wealth Management
  • Bob Borkowski, Vice President/Wealth Management
  • Malcolm Berman, Account Executive
  • Samantha Prokop, Private Client Assistant
  • Jennifer Roth, Registered Private Client Assistant
  • Amy Wells, Private Client Assistant

Ed Blumenthal, senior vice president, Wealth Management at Janney Montgomery Scott, said: "Our core mission is to help clients create a sensible and realistic plan to reach their financial goals. We chose Janney because the firm provides an open architecture that enables us to uphold this mission."

With 130 years of combined financial services experience, the team joins Janney from Merrill Lynch, where they spent the past nine years. For the past nine years, Robert, Ned, and team have spent the majority of their time supporting investors by specializing in managing strategic portfolios and by implementing and reviewing a broad range of investment opportunities.

George Keith, complex manager, Janney Montgomery Scott, said: "Janney’s resources, capabilities, and financial strength – supported by elite personnel readily available to service advisors and their clients – are perfectly postured to attract high-net-worth teams. This team of well-respected advisors regards these qualities as a reflection of Janney’s commitment to maintaining high ethical standards and an environment that nurtures a client-centric philosophy."

How well do you really know your competitors?

Access the most comprehensive Company Profiles on the market, powered by GlobalData. Save hours of research. Gain competitive edge.

Company Profile – free sample

Thank you!

Your download email will arrive shortly

Not ready to buy yet? Download a free sample

We are confident about the unique quality of our Company Profiles. However, we want you to make the most beneficial decision for your business, so we offer a free sample that you can download by submitting the below form

By GlobalData
Visit our Privacy Policy for more information about our services, how we may use, process and share your personal data, including information of your rights in respect of your personal data and how you can unsubscribe from future marketing communications. Our services are intended for corporate subscribers and you warrant that the email address submitted is your corporate email address.