Advisers on the Move

Raymond James teams managing $290 million move to Janney

Waingart and Luke groups will open office for firm in Greenville, S.C.

Sep 5, 2019 @ 3:58 pm

By InvestmentNews

Two Raymond James teams that managed a total of $290 million in Greenville, S.C., have moved to Janney Montgomery Scott and will open an office for the firm there.

Waingart Wealth Advisors, a four-person team led by Edwin Waingart, managed more than $155 million at Raymond James. He was joined in the move by George Koutsioukis and their two client associates.

[More: See more adviser moves in InvestmentNews' Advisers on the Move database.]

Luke Capital Management, which managed almost $134 million at Raymond James, is led by David Luke, whose two associates also made the move.

The two teams worked in the same office for the past 14 years, Janney said in a release.

[Recommended video: Young advisors envision a radically different business in five years]


What do you think?

View comments

Recommended next


Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting It'll help us continue to serve you.

Yes, show me how to whitelist

Ad blocker detected. Please whitelist us or give premium a try.


Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print