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Jonathan C
Series 63, Series 65
Portland, ME
Mascoma Wealth Management
Jonathan Cottrell is a financial advisor at Mascoma Wealth Management with 8 years of industry experience. He previously worked at Boston Financial Management LLC and Clearstead Trust, known formerly as Atlantic Trust Company of Maine. He holds Series 63 and Series 65 licenses. Mascoma Wealth Management provides comprehensive financial planning and customized portfolio management to individuals, families, high net worth clients, non-profit institutions, employee retirement plans, and municipal entities. The firm employs a fiduciary-driven investment approach focused on diversified, low-cost ETF cores supplemented by active and strategic allocations, supported by an in-house Investment Committee and partnerships with large money managers and sub-advisers.
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