Jonathan Sutter

Jonathan Sutter was born and raised in Pine Bush, NY where he attended Pine Bush High School with a focus on financial studies, completing 13 college credits through the Academy of Finance before graduating. Jonathan then went on to study finance in college for two years before finding his passion in International Business.

Jonathan is a graduate of SUNY New Paltz with a BS in International Business. He joined Walden Savings Bank in 2016 where he worked part time as a float teller while finishing his degree. After graduating in May of 2018, Jonathan decided to further advance his career in the financial industry as a Relationship Banker. Quickly excelling in this role, Jonathan then transitioned into our Wealth Management department in 2020.

Jonathan Sutter is the Client Service Associate/Operations Specialist at Walden Investment Services where he is responsible for supporting the department with customer service, business growth and client retention, as well as overseeing regulatory compliance within the office. Jonathan is responsible for ensuring client satisfaction and loyalty, as well as developing and maintaining strong working relationships with both clients and prospects.

Jonathan is dedicated to providing excellent customer service while maintaining a high level of accuracy. Professionalism, confidentiality, organization and effective communication are just a few traits Jonathan considers fundamental in his line of work and exhibits daily.

In his time away from work, Jonathan enjoys spending time with his friends and family. Some of his favorite activities include travelling, cooking, reading and listening to podcasts. Jonathan currently holds his FINRA Series 6, 63 and 7 and 24.