Jonathan Cottrell, Senior Wealth Advisor, VP, joined Mascoma Wealth Management in 2024, bringing with him more than 30 years of experience in the financial services arena.
He previously served as Co-President of FIDELITY FOREX, a wholly owned subsidiary of Fidelity Investments, Senior Portfolio Manager at Atlantic Trust, and Managing Director at Boston Financial Management. Jonathan enjoys working with clients to help them achieve their financial goals.
Jonathan has a Bachelor of Arts degree in Business from Wittenberg University and a Masters in Business Administration from Babson College. Currently, he volunteers with the Travis Mills Foundation, the American Cancer Society, and serves on the board of directors of The Family Place in Norwich, VT. In his spare time enjoys skiing, golfing, and boating. Jonathan and his wife, Jacqueline, live in Lebanon, New Hampshire.
Contact Jonathan:
603-443-8757
[email protected]
Not FDIC Insured • No Bank Guarantee • May Lose Value • Not A Deposit • Not Insured By Any Federal Agency
Mascoma Bank is not a registered broker dealer.
