Jonathan Sundberg

Senior Managing Consultant
PFM Asset Management LLC
Contact

1735 Market Street
43rd Floor
Philadelphia, PA 19103

sundbergj@pfm.com
215.557.1234 office

Specialties
Asset Management

Community Banks

Education
B.S. in Finance and Legal Studies in Business
Tulane University
A.B. Freeman School of Business

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Jonathan Sundberg is a senior managing consultant in PFM’s Philadelphia office. As a member of PFM's Financial Institutions Group, he helps depositories optimize their investment portfolios.

Jonathan is co-creator of PFM’s Community Bank Investment Index (PFM CBI Index), a first of its kind tool that allows investors, regulators and market participants to easily assess the risk and return profiles of the 5,000+ institutions within the community banking industry.

Prior to joining PFM, Jonathan served as Vice President Institutional Sales at Janney Montgomery Scott with a focus on servicing community banks. In this role, Jonathan developed targeted trading strategies to meet clients’ performance goals.

 
Contact

1735 Market Street
43rd Floor
Philadelphia, PA 19103

sundbergj@pfm.com
215.557.1234 office

Specialties
Asset Management

Community Banks

Education
B.S. in Finance and Legal Studies in Business
Tulane University
A.B. Freeman School of Business

Print/Save as PDF

Download Vcard

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