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Career history of Jonathan Long Cottrell
Former positions of Jonathan Long Cottrell
Companies | Position | Start | End |
---|---|---|---|
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. | Director/Board Member | - | 01/07/2021 |
Portfolio Manager-Equities | - | 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. | Sales & Marketing | 01/01/2006 | 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. | Portfolio Manager-Equities | 01/07/2021 | - |
Bank of New England Corp. | Corporate Officer/Principal | - | - |
BayBanks, Inc. | Corporate Officer/Principal | - | - |
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. | Corporate Officer/Principal | - | - |
Bank of Boston Corp. | Corporate Officer/Principal | - | - |
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. | Corporate Officer/Principal | - | - |
Training of Jonathan Long Cottrell
Wittenberg University | Undergraduate Degree |
Babson College | Masters Business Admin |
Statistics
International
United States | 11 |
Operational
Corporate Officer/Principal | 5 |
Portfolio Manager-Equities | 2 |
Sales & Marketing | 1 |
Sectoral
Finance | 9 |
Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 8 |
---|---|
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 |
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 |
Bank of Boston Corp. | 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 |
BayBanks, 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 |
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 |