Higher Education & Not-for-Profit Advisory Group

With coverage that extends throughout the entire US, we go beyond traditional financial advisory services to help institutions advance their mission.

It is critical to create alignment between strategic and financial plans

Our services include policy development, board education, evaluation of strategic partnerships, and serving as a sounding board for leadership.

We offer the relationship-driven approach of a boutique firm with the resources of a larger investment bank.  These resources are an integral part of our comprehensive approach and include credit expertise, capital markets expertise, and corporate finance expertise. We're committed to a fiduciary role, and will use our technical and market expertise to be a strong advocate for clients.


The Group has four key consulting areas:

Capital Planning

An analytical framework can inform an institution’s approach to funding capital needs while managing variable cashflow streams over time.  Janney’s services include liquidity reserve analysis, central bank development, and bridge financing strategy.

Debt Portfolio Management

Financing capital needs is a critical element of financial management for an institution.  Janney’s services include plan of finance development, underwriter/lender selection, and market execution strategy.

Credit Analytics

Financial leadership serves as a steward of an institution’s resources including debt capacity.  Janney’s services include peer benchmarking, debt capacity and affordability assessments, and rating agency strategy.

Management & Strategy

It is critical to create alignment between strategic and financial plans.  Janney’s services include policy development, board education, evaluation of strategic partnerships, and serving as a sounding board for leadership.

Higher Education & Non-Profit Advisory Team

  • Mary Jane Darby

    Managing Director, Head of Higher Education and Not-For-Profit Advisory Group

  • Robert Kanzer

    Managing Director, Higher Education and Not-For-Profit Advisory Group

  • James Still

    Director, Higher Education and Not-For-Profit Advisory Group

  • Sophie Jean

    Public Finance Associate

Insights & Case Studies

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.

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