Overview
Jonathan Bentley is a Senior Investment Analyst at Choate Investment Advisors. He works with Portfolio Managers to source new ideas, conduct fundamental analysis, and assist in the development and delivery of recommendations, as well as manage existing clients’ portfolios. Jonathan also helps to monitor existing portfolio positions and assess their outlook.
Prior to joining Choate Investment Advisors, Jonathan worked as Research Director & Portfolio Manager at Lowell, Blake & Associates. He has also served as an Equity Research Associate at SVB Leerink and as Investment Analyst at Tetrem Capital Management, a long-only value fund.
Jonathan is a member of the CFA Society Boston and the CFA Institute.
- Boston College, BA (2015)