David Penn Email & Phone Number
Executive Vice President and Wealth Management, Financial Advisor @ Janney Montgomery Scott LLC
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
David Penn Location
- Bryn Mawr, PA, US
David Penn Work
- Executive Vice President and Wealth Management, Financial Advisor @ (September 2014 - Present)
- Director of Wealth Management @ (May 2009 - August 2014)
- Managing Director @ (May 2007 - May 2009)
- Director of Investment Products @ Smith Barney (December 2005 - April 2007)
David Penn Education
- The Wharton School
MBA (Finance)
1982-1984 - Drexel University
BS (Accounting)
1977-1982
David Penn Skills
- Investments
- Wealth Management
- Series 7
- Alternative Investments
- Asset Allocation
- Mutual Funds
- Investment Advisory
- Series 63
- Investment Strategies
- Asset Management
- Equities
- Securities
- Retirement
- Retirement Planning
- Investment Management
- Estate Planning
- ETFs
- Strategic Financial Planning
- Hedge Funds
- Portfolio Management
- Insurance
- Financial Planners
- Financial Services
- Financial Advisory
- Analysts
David Penn Summary
- David Penn, based in Bryn Mawr, PA, US, is currently a Executive Vice President and Wealth Management, Financial Advisor at Janney Montgomery Scott LLC. David Penn brings experience from previous roles at Janney Montgomery Scott LLC, Legg Mason and Smith Barney. David Penn holds a 1982 - 1984 MBA in Finance @ The Wharton School. With a robust skill set that includes Investments, Wealth Management, Series 7, Alternative Investments, Asset Allocation and more. David Penn has 3 emails and 1 mobile phone numbers on RocketReach.
Looking for a different David Penn?
Find contact details for 700 million professionals.
Others Named David Penn
David Penn
President
Hopkins, MN, US
David Penn
Senior Vice President - Client Support Services
Philadelphia, PA, US
David Penn
President
Beaverton, OR, US
David Penn
Partner
Quincy, IL, US
Top Janney Montgomery Scott LLC Employees
Jerry Lombard
President and Private Client Group
Philadelphia, PA, US
John Ciccarone
Chief Technology Officer
Freehold Township, NJ, US
Christopher Clavin
Executive Vice President and Wealth Management, Financial Advisor
Philadelphia, PA, US
Mike Hricko
Chief Financial Officer
Newtown, PA, US
Kelly Bruchesky
Vice President, Director of PCG Development and Events
Philadelphia, PA, US
Chris Johnson
Vice President, Director of Marketing Operations
Philadelphia, PA, US
Michael Crook
Chief Investment Officer
Philadelphia, PA, US
Christopher Borden
Managing Director, Financial Advisor with Stedmark Partners
Philadelphia, PA, US
Ed Blumenthal
Senior Vice President and Wealth Management
Philadelphia, PA, US
Michael Gannon
Chief Marketing Officer
Boston, MA, US
Peyton Wylie
Co-Founder of D.A.C. Investment Partners
Philadelphia, PA, US
Tony Miller
President and CEO
Philadelphia, PA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co