The Bellew Group
Rick joined Janney Montgomery Scott LLC in 2008. He was attracted to Janney because of the company's dedication to excellence and superior platform. Janney truly puts client interests first. Rick began his career in 1995 at Morgan Stanley.
Rick has an accomplished career with over 15 years experience in the financial services industry, and has developed a client service philosophy that focuses on cultivating highly personal and attentive relationships, while delivering customized, objective services. He is committed to providing high-end value and solid advice to each client relationship, and continues to help clients in their future endeavors - accumulate, grow, preserve, and enjoy their wealth.
Rick has a bachelor's degree in Economics, is an Accredited Asset Management SpecialistSM (AAMS®), and holds his Series 7, 63, and 31 licenses. He specializes in financial and investment planning. Rick has a particular expertise in tax free municipal bonds. He also provides local banking institutions with exceptional and broad-based access to the fixed income markets
He, his wife Aimee and daughter Tess and son Brooks live in Wellesley. He and Aimee are avid golfers at Charles River Country Club.
Tel: (617) 371-1508
Fax: (617) 720-5358
Mark Joined Janney Montgomery Scott and The Bellew Group in the fall of 2014. Mark comes from State Street Bank and Trust where he gained valuable experience working with Asset Managers and Hedge Funds. Mark is a native of West Roxbury where he attended Catholic Memorial High School. Mark received his B.A. in Economics from the University of Massachusetts at Lowell. He will be working directly with Rick doing research and financial plans for clients.
We are also supported by a team of wealth management professionals and investment strategists, working out of Janney's corporate headquarters in Philadelphia, PA. Their exceptional depth and breath of experience in the areas of comprehensive financial planning, portfolio management, and asset protection, allow for the level of highly specialized financial management you expect. We work closely with these individuals in order to offer superior products and services to each of our clients.
Guy LeBas, CFA®
Mr. LeBas joined Janney in 2006 and is a Managing Director and the Firm’s Chief Fixed Income Strategist. He is responsible for overseeing Janney’s Fixed Income Strategy & Research (FISR) group, a team charged with providing insight into the bond markets across four verticals: Economic & Interest Rate Strategy, Credit Research, Municipal Research, and the Balance Sheet Strategies Group. Mr. LeBas and the FISR team author in-depth economic and bond market periodicals and providing provides relative value recommendations across the fixed income spectrum. In addition, FISR works closely with Financial Advisors in providing customized investment strategies for a range of institutional and high-net-worth clients. Mr. LeBas is also a frequent guest on CNBC, Bloomberg TV, and Fox Business News as well as a regular speaker at financial industry conferences. He has been named among the “Bloomberg Best” for economic and bond market forecasting.
Mr. Drahuschak joined Janney in 1991. He has over 35 years of economic experience and provides daily, weekly and monthly market commentary to Janney and our clients. Prior to joining the Firm, he worked as a retail broker with - and eventually transitioned into the research departments of - Butcher & Singer and Wheat First Securities. He was also an instructor at Robert Morris College and the University of Pittsburgh. Mr. Drahuschak has written articles for several newspapers and websites, and has been the visiting expert on many live radio broadcasts. He earned his B.A. in fine arts from Indiana University of Pennsylvania, as well as certificates from the Wharton School of the University of Pennsylvania and from the New York Institute of Finance.
Michael Repak, JD, CPA, LL.M.
Michael Repak is a Vice President / Senior Estate Planner with Janney Montgomery Scott LLC. He is a key resource with Firm’s Wealth Management Department based in the Philadelphia, PA headquarters. He provides assistance in all aspects of financial, tax, and estate planning issues to Janney’s Financial Advisors and their clients.
Prior to joining Janney, Mr. Repak had a solo law practice concentrating in elder law and estate planning. Previously he was a Senior Tax Manager at KPMG. He has also held a similar position at Arthur Andersen LLP where he was responsible for that firm’s Human Capital Consulting practice in Philadelphia. He was with Andersen in New York City for several years where his clients included high net worth individuals and multi-national corporations. He has also held executive positions with Estee Lauder, Inc. before and after its IPO, and worked on matters pertaining to the company, the founding family and key executive compensation arrangements for employees in the US and abroad.
Mr. Repak earned his Bachelor’s degree from William Patterson University in Wayne, New Jersey, and has a Master’s degree University of Wisconsin in Madison, Wisconsin. He has a CPA/PFS credential, and Series 7 and 66 securities licenses. He received his J.D. from the University of Florida and his LL.M. in Tax Law from NYU. He has been an adjunct professor in the MBA program at Temple University and is a frequently sought-after speaker for professional conferences and events. He is also frequently featured as a Money Doctor on www.360financialliteracy.org, the public education site of the American Institute of Certified Public Accountants. Mr. Repak has served on several non-profit and civic boards, is a graduate of Leadership Philadelphia and is a member of the Union League of Philadelphia.