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Profil
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.
Tidigare kända positioner av Jonathan Long Cottrell
| Företag | Position | Slut |
|---|---|---|
Eastern Seaboard LLC
 Eastern Seaboard LLC Investment ManagersFinance Provides investment advice | Direktör/Styrelseledamot | 2021-07-01 |
Acadia Trust, N.A.
 Acadia Trust, N.A. Investment ManagersFinance Acadia Trust seeks to accommodate the range of investor preferences and, based on those preferences, manages portfolios that are exclusively value-oriented or incorporate a growth component. | Försäljning & Marknadsföring | 2008-05-31 |
Clearstead Trust LLC
 Clearstead Trust LLC Investment ManagersFinance Provides investment advice | Portföljförvaltare-Aktier | - |
Bank of New England Corp.
 Bank of New England Corp. Financial ConglomeratesFinance Bank holding company | Företagsledare/Principal | - |
BayBanks, Inc.
 BayBanks, Inc. Financial ConglomeratesFinance Bank holding company | Företagsledare/Principal | - |
Jonathan Long Cottrells utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
6
Första gradens relationer
10
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 10 |
|---|---|
BayBanks, Inc.
BayBanks, Inc. Financial ConglomeratesFinance Bank holding company | Finance |
The Boston Co. Holding LLC
 The Boston Co. Holding LLC Major BanksFinance Commercial banking | Finance |
Acadia Trust, N.A.
Acadia Trust, N.A. Investment ManagersFinance Acadia Trust seeks to accommodate the range of investor preferences and, based on those preferences, manages portfolios that are exclusively value-oriented or incorporate a growth component. | Finance |
Bank of New England Corp.
Bank of New England Corp. Financial ConglomeratesFinance Bank holding company | Finance |
Eastern Seaboard LLC
Eastern Seaboard LLC Investment ManagersFinance Provides investment advice | Finance |
Bank of Boston Corp.
 Bank of Boston Corp. Financial ConglomeratesFinance Bank holding company | Finance |
Babson College
 Babson College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Wittenberg University
 Wittenberg University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
FMR LLC
 FMR LLC Investment ManagersFinance Provides investment advice | Finance |
Clearstead Trust LLC
Clearstead Trust LLC Investment ManagersFinance Provides investment advice | Finance |
