Jonathan Bentley Email & Phone Number
Senior Investment Analyst @ Choate Investment Advisors
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Jonathan Bentley Location
- Boston, MA, US
Jonathan Bentley Work
- Senior Investment Analyst @ (October 2023 - Present)
- Research Director and Portfolio Manager @ Lowell, Blake & Associates (May 2021 - October 2023)
- Research Analyst and Portfolio Manager @ Lowell, Blake & Associates (January 2020 - May 2021)
- Equity Research Associate @ (June 2017 - July 2019)
- Investment Analyst @ Tetrem Capital Management (March 2017 - June 2017)
- Research Associate @ Tetrem Capital Management (January 2017 - March 2017)
- Portfolio Analyst @ Tetrem Capital Management (October 2015 - January 2017)
- Sales and Trading Summer Analyst @ (June 2014 - August 2014)
- Summer Intern @ (June 2013 - August 2013)
- Intern @ (February 2013 - August 2013)
Jonathan Bentley Education
- Passed Level III of the CMT Program 2016
- Boston College
Bachelor of Arts - BA (Economics)
2013-2015 - University of California, Berkeley
(Economics (Intended))
2009-2011 - University of California, Berkeley, Haas School of Business
BASE Business Program
2011-2011 - Wellesley High Scool 2004-2008
Jonathan Bentley Skills
- Investing
- Fundamental Analysis
- Communication
- Chartered Financial Analyst
- Investment Strategies
- Portfolio Management
- Portfolio Performance Analysis
- Quantitative Analytics
- Data Analysis
- VBA
- Python
- Microsoft Excel
- Bloomberg Terminal
- Bloomberg
- HTML
- JavaScript
- Analysis
- Social Media
- PowerPoint
- Morningstar Direct
- Financial Analysis
- Financial Modeling
- Research
- Investments
- Valuation
- Equity Research
- Equities
- Finance
- FactSet
- Leadership
- Forecasting
- Financial Forecasting
- Microsoft Word
- Microsoft Office
- Visual Basic for Applications (VBA)
- Morningstar
- Financial Statement Analysis
- Financial Statements
- Writing
- Business Writing
- Model Building
- Investment Management
Jonathan Bentley Summary
- Jonathan Bentley, based in Boston, MA, US, is currently a Senior Investment Analyst at Choate Investment Advisors. Jonathan Bentley brings experience from previous roles at Lowell, Blake & Associates, SVB Leerink and Tetrem Capital Management. Jonathan Bentley holds a Passed Level III of the CMT Program. With a robust skill set that includes Investing, Fundamental Analysis, Communication, Chartered Financial Analyst, Investment Strategies and more. Jonathan Bentley has 3 emails and 2 mobile phone numbers on RocketReach.
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