Donald Jeffery, CFA

Senior Advisor

Designations and Licenses

Donald holds the Chartered Financial Analyst® designation.

Experience and Education

Donald provides services to institutional clients that include investment portfolio management for community banks, credit unions, insurance companies and other institutions, asset-liability management consulting, mortgage servicing rights valuations and independent, third-party asset-liability management model reviews/validations.

Prior to joining Mariner, he worked for Heber Fuger Wendin Inc. He is a member of the CFA Society of Detroit.

Donald has a master’s degree in business management from Central Michigan University.

Donald’s Office

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