Profiel
Mr. Jonathan L.
Cottrell is a Trust Officer & Senior Portfolio Manager at Clearstead Trust LLC.
He has over twenty-nine years of experience in the financial services industry.
Mr. Cottrell was previously employed as a Senior Vice President by Acadia Trust, N.A., a Director & Senior Portfolio Manager by Atlantic Trust LLC, a Principal by Bank of Boston Corp., a Principal by Bank of New England Corp., a Principal by BayBanks, Inc., a Principal by FMR LLC, and a Principal by The Boston Co. Holding LLC.
He received his undergraduate degree from Wittenberg University and an MBA from Babson College.
Eerdere bekende functies van Jonathan Long Cottrell
| Bedrijven | Functie | Einde |
|---|---|---|
Atlantic Trust LLC
 Atlantic Trust LLC Investment ManagersFinance Part of Clearstead Advisors, LLC, Eastern Seaboard LLC is a company that provides investment advice. The company is based in Portland, ME. | Directeur/Bestuurslid | 01-07-2021 |
Acadia Trust, N.A.
 Acadia Trust, N.A. Investment ManagersFinance Acadia Trust NA is the trust and investment arm of Camden National Corp. (AMEX: CAC), a multi-bank and financial services holding company. The Portland, Maine office of Acadia Trust originated in 1984 with the founding of Gouws Capital Management, Inc. as an independent, SEC-registered investment advisor. Acadia was chartered in 1992 as an affiliated, non-depository trust company. To broaden their range of capabilities by acquiring the ability to serve as trustee and custodian, Trust Company of Maine was chartered in 1994 as a non-depository trust company and it subsequently absorbed the business of Fiduciary Services, Inc. | Verkoop & Marketing | 31-05-2008 |
Clearstead Trust LLC
 Clearstead Trust LLC Investment ManagersFinance Part of Clearstead Advisors, LLC, Clearstead Trust LLC is a state of Maine chartered trust company that provides fiduciary trust services, investment management, and financial planning. The company is based in Portland, ME. William O. The company was founded in 2021. Hall has been the CEO of the company since 2021. | Portefeuillebeheerder-Aandelen | - |
| Bank of New England Corp. | Corporate Officer/Principal | - |
| BayBanks, Inc. | Corporate Officer/Principal | - |
Opleiding van Jonathan Long Cottrell
| Babson College | Masters Business Admin |
| Wittenberg University | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 8 |
|---|---|
| BayBanks, Inc. | Finance |
The Boston Co. Holding LLC
 The Boston Co. Holding LLC Major BanksFinance The Boston Co. Holding LLC is a company that specializes in commercial banking. The company is based in Pittsburgh, PA. | Finance |
Acadia Trust, N.A.
Acadia Trust, N.A. Investment ManagersFinance Acadia Trust NA is the trust and investment arm of Camden National Corp. (AMEX: CAC), a multi-bank and financial services holding company. The Portland, Maine office of Acadia Trust originated in 1984 with the founding of Gouws Capital Management, Inc. as an independent, SEC-registered investment advisor. Acadia was chartered in 1992 as an affiliated, non-depository trust company. To broaden their range of capabilities by acquiring the ability to serve as trustee and custodian, Trust Company of Maine was chartered in 1994 as a non-depository trust company and it subsequently absorbed the business of Fiduciary Services, Inc. | Finance |
| Bank of New England Corp. | Finance |
Atlantic Trust LLC
Atlantic Trust LLC Investment ManagersFinance Part of Clearstead Advisors, LLC, Eastern Seaboard LLC is a company that provides investment advice. The company is based in Portland, ME. | Finance |
| Bank of Boston Corp. | Finance |
FMR LLC
 FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Finance |
Clearstead Trust LLC
Clearstead Trust LLC Investment ManagersFinance Part of Clearstead Advisors, LLC, Clearstead Trust LLC is a state of Maine chartered trust company that provides fiduciary trust services, investment management, and financial planning. The company is based in Portland, ME. William O. The company was founded in 2021. Hall has been the CEO of the company since 2021. | Finance |
