Jonathan Sundberg

Director
Client Relationship Management

Financial Institutions | Kennett Square, PA

Phone: +1 484 731 0188

About Jonathan

Jon Sundberg is a Director on Chatham's Financial Institutions team, helping clients install, grow, and optimize balance sheet hedging and customer hedging programs.

Prior to joining Chatham, Jon served community bank clients for over 10 years. He developed and launched a community bank investment portfolio management service at PFM Asset Management. He also served as Vice President of Institutional Sales at Janney Montgomery Scott. In these roles he developed targeted strategies to meet clients’ performance goals.

Jon graduated from Tulane University with a bachelor’s degree in finance and legal studies in business.

Expertise

Financial Institutions
Interest Rate Risk Management
Balance Sheet Risk Management
Borrower Swap Solution
Fixed Rate Loan Hedging

Related Team Members

Jason Lange

Director
Client Relationship Management

Financial Institutions | Kennett Square, PA
Scott Rosenblum

Director
Client Relationship Management

Financial Institutions | Kennett Square, PA
Regan Campbell

Managing Director
Client Relationship Management

Financial Institutions | Kennett Square, PA