Our Services

Charlie Cowan has thirty years' experience in the securities industry. For the past two decades he has managed investment accounts for families, individuals and institutions from a base in Lake Placid. In 2007 he helped bring to Lake Placid a new branch of Janney Montgomery Scott LLC, where he is currently a senior portfolio manager. Prior to entering the business, Charlie received a BA from the University of Utah and an MBA from Rensselaer Polytechnic Institute.

In recent years the practice has evolved from a traditional brokerage business to almost exclusively a discretionary money-management platform, with in-depth financial and estate planning available to clients through Chris Haidinger, Janney's director of high-net-worth planning.

Since 2006, working alongside Charlie in the day-to-day management of client accounts is Galen Crane, a series 7 and 66 registered private client assistant. Galen handles an array of support services including, but not limited to, account set-up and maintenance, IRA and other retirement-account logistics, client communications, and online account access. Galen is a recent graduate of Janney's Accredited Wealth Management Advisor (AWMA) certification program through the University of Pennsylvania's Wharton School of Business.