Jonathan Cottrell | wealth management

Jonathan L. Cottrell

Managing Director

[email protected]
(207) 835-4474

Full Bio

As a Managing Director and Wealth Manager, Jonathan provides investment expertise to high net-worth individuals, families, and institutions, helping to plan their finances to meet their goals.

Jonathan brings over 30 years of investment and private wealth experience to Boston Financial Management, having most recently served as a Portfolio Manager & Trust Officer at Clearstead Trust. Clearstead Trust acquired Atlantic Trust of Maine where Jonathan was a Senior Portfolio Manager. Jonathan has previously served as Co-President of Fidelity FOREX, Inc., a subsidiary of Fidelity Investments, and as President of Camden National Bank’s brokerage division. Prior to that, Jonathan was a Senior Vice President with the Bank of Boston and a Vice President with The Boston Company.

Jonathan received a Bachelor of Arts from Wittenberg University and a Master of Business Administration from Babson College’s F.W. Olin Graduate School of Business.

Charitable & Community Involvement

Maine Film Commission – Former Member

Maine Businesses for Social Responsibility – Former Director

The Cape Elizabeth Educational Foundation – Former Director

The Cape Elizabeth Little League

American Cancer Society

The Maine Children’s Home

Personal Interests

Jonathan works in the Portland, Maine office and enjoys spending time outdoors with his family and friends.