Donald Jeffery, CFA
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 Wealth Advisors, 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.