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Jonathan Cottrell, MBA has a strong and diverse work experience in the financial industry. Jonathan is currently serving as the Managing Director at Boston Financial Management, LLC since May 2022. Prior to this, they worked at Atlantic Trust for almost a decade, holding the position of Director and Senior Portfolio Manager from December 2013 to May 2022. Jonathan also has experience as a Vice President-Relationship Manager at Norway Savings Asset Management Group from October 2010 to December 2013 and as a Senior Vice President at Acadia Trust, N.A. from January 2005 to 2008. Earlier in their career, they held significant positions at Fidelity Investments as Vice President and Chief Currency Dealer, overseeing relationship management and business development, and at Bank of Boston as Senior Vice President. Furthermore, Jonathan held the role of Vice President at both The Boston Company and Connecticut Bank & Trust. Their extensive experience reflects their expertise and leadership in the financial sector.

Jonathan Cottrell, MBA, obtained their Bachelor of Arts degree in Business from Wittenberg University in 1986, where they studied from 1982 to 1986. Following this, they pursued their Master of Business Administration (MBA) from Babson F.W. Olin Graduate School of Business from 1998 to 2000.