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


For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

To learn about the professional background, business practices, and conduct of FINRA member firms or their financial professionals, visit FINRA’s BrokerCheck website: http://brokercheck.finra.org/