Janney is a full-service wealth management, capital markets, and asset management firm providing advice to individual, corporate, and institutional clients. Our expertise includes guidance about asset management, corporate and public finance, equity and fixed income investing, research, portfolio management, retirement and income planning, wealth management, and more. We are committed to understanding and responding to our clients’ needs. With a history of strength and stability, an ability to execute, and a culture of service and collaboration, we continue to deliver on our mission of offering the highest standard of success in financial relationships. Janney is an independently-operated subsidiary of The Penn Mutual Life Insurance Company.
Coleen Kramer Beal
In 2012, Janney’s Women’s Interactive Network (WIN) Employee Resource Group (ERG) was created to improve the business and professional environment for all with an emphasis on the advancement, retention, and recruitment of women. After successful growth of this ERG in the home office, the Mid Atlantic Chapter (MAC WIN) was created in 2019 to encourage corporate engagement and community activities at a local level with our regional offices. MAC WIN was started with six branch locations across the Mid-Atlantic region including Baltimore, Bel Air, Washington DC, Quarry Lake, Towson and Westminster. MAC WIN has brought employees across those branches together in ways that were formerly only available to employees at the home office and they are now serving as a guide for other regions.
Vice President, Director of Client Marketing Strategy
Assistant Vice President, Business Productivity Manager
Chief Information Officer
The goal of Regulation Best Interest (Reg BI) is to ensure a client’s interests remain ahead of any financial firm when recommending a security or investment strategy involving securities. This ruling brings a litany of associated obligations onto financial advisors and brokerage firms in categories of disclosures and timing, the exercise of care throughout the client and account lifecycle, and handling of conflicts of interest. To mitigate overhead, our new related initiative – a Reg BI App suite – was built to leverage technology to help Janney advisors with efficiencies in managing their respective practices with Reg BI components baked in. We believe this also gives Janney financial advisors a competitive advantage.