Janney Montgomery Scott beefs up team with two hires

Financial services firm Janney Montgomery Scott has named Michael Lynfield as first vice president of investments at its Fairfield, Conn. branch. He will be joined by Mike Kozik and both will form the Lynfield Kozik Investment Group. Previously, Lynfield worked at Wells Fargo Bank where he was a senior vice president while Kozik worked at Wells Fargo Advisors.

PRESS RELEASE

FAIRFIELD, Conn.–(BUSINESS WIRE)–Janney Montgomery Scott LLC (“Janney”), a leading full-service wealth management, financial services and investment banking firm headquartered in Philadelphia, PA, today announced that Michael Lynfield, a 30-year industry veteran, has joined Janney’s Fairfield, CT branch office as First Vice President/Investments. Michael Lynfield, who has decades of investment management experience guiding leading European and American institutions specializing in domestic US equity trading, is joined by Mike Kozik, CFP® and Account Executive, to form the Lynfield Kozik Investment Group.

“The Lynfield Kozik Investment Group is a great addition to the depth of talent in Janney’s Connecticut branch and we are happy to welcome them to the Janney community,” said Christopher Wilkinson, Senior Vice President and Northern Regional Manager. “Both Michael and Mike exemplify Janney’s number one priority which is to put its customers’ needs first, utilizing a unique world class level of client support and responsiveness, while providing expert financial advice.”

Michael Lynfield has over 30 years of experience in the financial markets, working with institutions including hedge funds and banks in both the United States and Europe. Michael joins Janney from Wells Fargo Bank where he was a Senior Vice President for 28 years. Mike Kozik, who recently passed his CFP® exam, has almost 10 years of financial services experience. He also joins Janney from Wells Fargo Advisors.

Janney’s Fairfield, CT branch, led by Complex Manager George Keith, is located at 2150 Post Road, 2nd Floor, Fairfield, CT 06824. The Lynfield Kozik Investment Group can be reached at 203-256-4530 (mlynfield@janney.com) or 203-256-4531 (mkozik@janney.com).

About Janney Montgomery Scott LLC
Janney provides advice to individual, corporate and institutional clients. Our expertise includes guidance about asset management, corporate and public finance, equity and fixed income investing, equity research, institutional equity and fixed income sales and trading, investment strategy, financial planning, mergers and acquisitions, public and private capital raising, portfolio management, retirement and income planning, and wealth management. Janney is an independently-operated subsidiary of The Penn Mutual Life Insurance Company and is a member of the Financial Industry Regulatory Authority (FINRA) and Securities Investor Protection Corporation (SIPC). Additional company information is available at www.janney.com.

 

Leave a Reply

PEHUB Community

Join the 12505 members of peHUB to make connections, share your opinion, and follow your favorite authors.

Join the Community

Look Who’s Tweeting

PE HUB News Briefs

RSS Feed Widget

VCJ Headlines (subscribers only)

RSS Feed Widget

Buyouts Headlines (subscribers only)

RSS Feed Widget

Reuters VC and PE feed

RSS Feed Widget