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Financial Serv/Investments
Mariner
38710 Woodward Ave., Ste. 200
Bloomfield Hills
,
MI
48304
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Donald B Jeffery Jr., CFA
(248) 258-6866 | fax: (248) 258-9295
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Helping community banks optimize the returns on their investment portfolios since 1934. An SEC registered, fee-only investment advisor and financial consultant offering investment portfolio advisory services for banks. Other services include: asset liability/interest rate risk management consulting, investment portfolio accounting, trust department portfolio management consulting, valuation of mortgage servicing rights, and strategic planning.
Member Since: 2000
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Consumer Compliance Conference
2025 Capitol Day + Capitol Night
>
FBEF Welcome Reception 2025
Women in Leadership Conference
CFO Forum
Annual Meeting
Trust Wealth Management Conference
Bank Directors Training
BSA/AML Symposium
Advanced Deposit Account Administration
Frontline Branch Series
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Educational Foundation (FBEF)
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>
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Trust & Wealth Management School
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