Janney Montgomery Scott LLC
Erin Ortiz is a seasoned financial professional currently serving as Managing Director in the Higher Education and Not-For-Profit Financial Advisory Group at Janney Montgomery Scott LLC, a position held since June 2022. With prior experience as Managing Director of Municipal Research at Janney Montgomery Scott from June 2017 to June 2022, Erin has a robust background in managing credit rating processes and relationships within the higher education and not-for-profit sectors. Previous roles include Assistant Vice President at Moody's Investors Service and Program Coordinator at the National Center on Philanthropy and the Law at New York University. Erin holds a Master of Public Administration focused on Public and Nonprofit Management and Policy from New York University and a Bachelor of Science in Business Logistics with a minor in Legal Environment of Business from Penn State University.
Janney Montgomery Scott LLC
Janney Montgomery Scott LLC is a leading financial services firm dedicated to putting client needs first. We are committed to providing individuals, families, businesses, and institutions with tailored financial advice to help reach their personal or business goals. We focus on building strong relationships supported by a foundation of trust and performance. With a history of strength and stability, an ability to execute, and a culture of service and collaboration, we continue to deliver on our mission of offering the highest standard of success in financial relationships. 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).