Kevin Jude Reed
Head-Fixed Income Invts bij Janney Montgomery Scott LLC (Investment Management)
Profiel
Mr. Kevin J.
Reed is an Executive Vice President of Private Client Group at Janney Montgomery Scott LLC.
He brings over 30 years of industry experience to Janney.
In his role, he is responsible for the oversight of the Firm’s Wealth Management Services including separately managed accounts, financial planning, mutual funds, insurance, annuities, and retirement solutions.
He is also responsible for Janney Capital Management, an independent division of Janney Montgomery Scott, providing fee-based discretionary investment management for individual, corporate, and institutional portfolios.
Mr. Reed joined Janney from the Radian Group, Inc. where he was responsible for credit research and portfolio management for Radian’s $5 billion fixed income investment portfolio.
Prior to Radian, he was the Fixed Income Trading Manager at LPL Financial.
At LPL, Mr. Reed supervised a team of taxable and tax-exempt traders responsible for the execution of all fixed income transactions for the largest independent financial advisor force in the country.
In addition, his experience includes trader roles in various taxable and tax-exempt markets at firms such as American International Group and Fiserv Securities.
Mr. Reed holds a Bachelors of Science in Finance from Colorado State University as well as a Masters of Finance from Pennsylvania State University’s Smeal College of Business.
Actieve functies van Kevin Jude Reed
| Bedrijven | Functie | Begin |
|---|---|---|
Janney Montgomery Scott LLC (Investment Management)
 Janney Montgomery Scott LLC (Investment Management) Investment ManagersFinance Janney Montgomery Scott LLC (Investment Management) (JMS-IM) is the investment management division of Janney Montgomery Scott LLC, a registered broker-dealer headquartered in Philadelphia, Pennsylvania. The firm was founded in 1832 and is a subsidiary of Independence Square Properties LLC, an indirect wholly-owned independent subsidiary of The Penn Mutual Life Insurance Co. JMS-IM provides individuals, families, businesses, and institutions with tailored financial advice. | Head-Fixed Income Invts | - |
Eerdere bekende functies van Kevin Jude Reed
| Bedrijven | Functie | Einde |
|---|---|---|
Radian Corp.
 Radian Corp. Specialty TelecommunicationsCommunications Radian Corp. provides technical services to broadcasters and other communications operators. The private company is based in Austin. | Corporate Officer/Principal | - |
Osaic, Inc.
 Osaic, Inc. Investment ManagersFinance Osaic, Inc. engages in the provision of wealth management services. It offers advices on investment products, such as mutual funds, variable annuities, insurance, and alternative investments, advisory and asset management services, and advisory services program. The company is headquartered in Phoenix, AZ. | Corporate Officer/Principal | - |
LPL Financial LLC
 LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Corporate Officer/Principal | - |
NF Clearing, Inc.
 NF Clearing, Inc. Investment Banks/BrokersFinance Part of Fiserv, Inc., NF Clearing, Inc. is a company that offers investment advice services. The company is based in Philadelphia, PA. | Corporate Officer/Principal | - |
Opleiding van Kevin Jude Reed
| Colorado State University | Undergraduate Degree |
| Smeal College of business | Graduate Degree |
Ervaring
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Verwante bedrijven
| Bedrijven in privébezit | 5 |
|---|---|
LPL Financial LLC
LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Finance |
NF Clearing, Inc.
NF Clearing, Inc. Investment Banks/BrokersFinance Part of Fiserv, Inc., NF Clearing, Inc. is a company that offers investment advice services. The company is based in Philadelphia, PA. | Finance |
Radian Corp.
Radian Corp. Specialty TelecommunicationsCommunications Radian Corp. provides technical services to broadcasters and other communications operators. The private company is based in Austin. | Communications |
Osaic, Inc.
Osaic, Inc. Investment ManagersFinance Osaic, Inc. engages in the provision of wealth management services. It offers advices on investment products, such as mutual funds, variable annuities, insurance, and alternative investments, advisory and asset management services, and advisory services program. The company is headquartered in Phoenix, AZ. | Finance |
Janney Montgomery Scott LLC (Investment Management)
Janney Montgomery Scott LLC (Investment Management) Investment ManagersFinance Janney Montgomery Scott LLC (Investment Management) (JMS-IM) is the investment management division of Janney Montgomery Scott LLC, a registered broker-dealer headquartered in Philadelphia, Pennsylvania. The firm was founded in 1832 and is a subsidiary of Independence Square Properties LLC, an indirect wholly-owned independent subsidiary of The Penn Mutual Life Insurance Co. JMS-IM provides individuals, families, businesses, and institutions with tailored financial advice. | Finance |
