Janney’s Balance Sheet Strategy team works in conjunction with the Financial Institutions Group and Funding & Investor Solutions Group to help depository clients take a more proactive, strategic approach to their balance sheet. The team’s experienced strategists provide a full 360° view of clients’ financials—what they’ve done, where they are, and where they should be going.

Our expertise includes advising clients on:

• Loan sales
• Hedging
• Funding
• M&A balance sheet restructurings
• Deleveraging trades
• Asset and liability management

Contacts

Donald White is a Managing Director and Balance Sheet Strategist with Janney’s Capital Markets Group. In this role, he works with the entire team to develop solutions that help achieve their clients’ goals.

Don has over 30 years of experience in the financial services industry. His banking career includes leading institutions of various asset sizes, serving as CFO of a community bank as well as two credit unions. Additionally, he has worked in trust operations and retail banking along with his involvement on numerous committees.

Don’s background also includes more than 11 years as Managing Director at a boutique investment banking firm where he worked with a variety of financial institutions across the country. Among his roles, he led the Balance Sheet Strategy group. His broad experience provides a unique perspective and approach in the development of solutions for clients.

Don earned both a MBA and BS in Finance from the University of Connecticut and holds the FINRA Series 7 license.

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