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Experience

Tom Haldeman serves as Vice President of Investment Banking at Janney and is a member of the Financial Institutions Group, based out of Philadelphia.

Tom joined Janney in 2022 as part of the Firm’s acquisition of Boenning & Scattergood’s capital markets business. His experience consists of advising community banks and insurance companies on strategic options and capital planning, the execution of investment banking transactions such as buy-side and sell-side M&A, branch & asset acquisitions and divestitures, insurance demutualizations, and equity and debt capital markets transactions. Throughout his career, he has collectively participated in over 20 community bank & insurance M&A and capital offering transactions. Prior to Boenning, Tom worked as an Analyst in Wells Fargo’s Corporate & Investment Banking Group covering financial institutions.

Tom is a graduate of Villanova University’s Business School, where he received a B.B.A. with a major in Finance, as well as a minor in Management Information Systems. He is also registered with FINRA and holds the Series 79 and 63 licenses.

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/

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