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Profile
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.
Former positions of Jonathan Long Cottrell
| Companies | Position | End |
|---|---|---|
Eastern Seaboard LLC
 Eastern Seaboard LLC Investment ManagersFinance Provides investment advice | Director/Board Member | 30/06/2021 |
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. | Sales & Marketing | 30/05/2008 |
Clearstead Trust LLC
 Clearstead Trust LLC Investment ManagersFinance Provides investment advice | Portfolio Manager-Equities | - |
Bank of New England Corp.
 Bank of New England Corp. Financial ConglomeratesFinance Bank holding company | Corporate Officer/Principal | - |
BayBanks, Inc.
 BayBanks, Inc. Financial ConglomeratesFinance Bank holding company | Corporate Officer/Principal | - |
Training of Jonathan Long Cottrell
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
6
1st degree connections
10
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 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 |
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