Mitchell Lerner Joins Janney Montgomery Scott in Washington DC Branch Office

Philadelphia, PA  – January 7, 2016 – Janney Montgomery Scott LLC (“Janney”), a leading full-service wealth management, financial services and investment banking firm headquartered in Philadelphia, PA, today announced that Mitchell Lerner, a 20-year industry veteran, has joined Janney’s Washington, DC office as a Financial Advisor and Vice President/Wealth Management.  Mitch is now a member of CSG Capital Partners, one of Janney’s top-producing teams with over $450 million in assets under management.  CSG Capital Partners is led by Murray Carter, a 25-year veteran of the financial services industry. 

“The move allows me to leverage the expertise and experience of the CSG team of advisors and support staff,” said Lerner. “This will expand my ability to deliver a higher standard of service to my clients and their family and spend more time engaged with them working toward their goals. My and Murray’s views are mutually aligned that a process driven client experience is paramount to a successful, long term relationship and I am excited to be a part of the team.”

“Mitchell has dedicated the majority of his career to helping his clients address their financial concerns and developing sound strategies by focusing on each client’s specific needs,” said Jeffrey Smith, Washington, DC Complex Manager.  “The partnership that Mitchell now has with Carter and his team will only enhance both of their practices, and in turn, help them support their clients in achieving their financial goals,” said Smith.

Mitchell began his career as a Financial Advisor with Smith Barney in Bethesda, Maryland where he developed his fundamental investment knowledge. He joined Wachovia Securities, a predecessor firm of Wells Fargo Advisors, in 2006 and was among the portfolio managers that had earned the ability to manage discretionary portfolios through the firm’s PIM management program.

Mitchell received his J.D. from the Washington College of Law at American University and his undergraduate degree from the University of North Carolina at Chapel Hill.

Janney’s Washington, DC branch office, led by Branch Manager Jeffrey Smith, is located at 1255 23rd Street NW, Suite 810, Washington, DC 20037.