The Herd Team


Joe Herd

My main goal is to provide you with the resources necessary to help guide you to successfully achieving your needs and goals.  I have an onsite financial planner and administrator in Albany:

Daniel Smith

Dan Smith joined our team on January 2008 and has worked with me previously at First Albany Corporation.  He has over 20 years experience in the financial industry and is currently working on his Certified Financial Planner degree (CFP).   Dan is fully licensed with the New York Stock Exchange and FINRA.  He also holds a NYS insurance and annuity license, is certified to sell NYS Long-Term Care Partnership Insurance, and holds the designation of Investment Advisor Representative.  Dan assists our clients with financial and estate planning needs along with insurance and investment strategies.  Dan welcomes the opportunity to provide the Herd Team clients with comprehensive financial plans.  He is a Vice President/Wealth Management at Janney.

Robert Gantz

Robert Gantz has joined our team on January 2007 and he has worked with me before in the past at First Albany Corporation.  He brings a wealth of experience with over 25 years in the Financial Industry. He is a registered representative with both Series 7 (General Securities) and Series 66 (Uniform State Securities). Bob received his undergraduate degree from the State University of New York and two associate degrees from Hudson Valley Community College.  Bob is involved in all aspects of client service for the Herd Team and dedicates himself in providing superior client interaction for every client transaction.

 

The Herd Team is supported by a number of wealth management specialists and investment strategists.  They are based out of Janney's corporate headquarters in Philadelphia and work closely with me in order to offer superior products and services to each of our clients:


Michael Repak, CPA, JD - Senior Estate Tax planner

 

Debra Roey - Director of Retirement Plan Services

Mark Luschini - Janney Chief Investment Strategist/Director Parker Hunter Asset Management(PHAM)

Guy LeBas - Chief Fixed Income Strategist

Dan Wantrobski - Head, Janney Technical Strategy

Alan Schankel - Head of Fixed Income Research

 

 

 

 

 

 

 

 

MICHAEL REPAK

Michael Repak is an attorney and a CPA who specializes in Estate and Tax Planning and currently serves as a Senior Estate Planner with Janney’s High Net Worth Planning Group, part of the Firm’s Wealth Planning Department.

He has over 25 years of professional experience and, prior to joining Janney, managed his own law practice in Yardley, PA which concentrated in the areas of elder law and estate planning. He has also served as a Senior Tax Manager with KPMG and with Arthur Andersen. He has been an adjunct professor with the MBA program at Temple University.

Mr. Repak is a graduate of the University of Florida College of Law as well as the Graduate Tax Law Program at the New York University School of Law.

 

DEBRA ROEY

Debra S. Roey joined Janney Montgomery Scott, LLC in November, 2006, as Janney Retirement Plan Services (JRPS) Manager. JRPS was founded in 1982 to provide Janney’s Corporate Retirement Plan Clients with support in plan design analysis, proposal procurement and review, investment fiduciary services, technical expertise and problem resolution.

Debra has over 25 years experience in the Retirement Plan arena. Prior to joining Janney, she served as Regional Director with Union Central Life Retirement and Investment Services. During her tenure, she received numerous sales awards including qualification for the company’s highest society membership. She also served on several corporate committees involved with Strategic Planning and Product Development.

Debra earned a B.A. in Business Administration from Rutgers University. She also has the following designations: CLU (Chartered Life Underwriter), CHFC (Chartered Financial Consultant), and AIF (Accredited Investment Fiduciary).