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Jonathan Sundberg

Director
Client Relationship Management

Financial Institutions

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About Jonathan

Jon joined Chatham in 2021 as a client relationship manager on the Financial Institutions team. In this role, Jon helps clients develop, install, and optimize their 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, 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

  • Regan Campbell

    Director
    Client Relationship Management

    Financial Institutions | Kennett Square, PA

  • Jason Lange

    Director
    Client Relationship Management

    Financial Institutions | Kennett Square, PA

  • Kalen Van Maanen

    Director
    Client Relationship Management

    Financial Institutions | Denver, CO

View more team members

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