Jonathan Erik McGraw Bentley
Analyst-Equity at Choate Investment Advisors LLC
Profile
Jonathan Erik McGraw Bentley is currently working as a Senior Investment Analyst at Choate Investment Advisors LLC.
Previously, he worked as a Research Director & Portfolio Manager at Lowell Blake & Associates, Inc. from 2020 to 2023.
He also served as an Investment Analyst at Tetrem Capital Management Ltd.
from 2015 to 2017 and as an Equity Research Associate at Leerink Partners LLC from 2017 to 2019.
Mr. Bentley completed his undergraduate degree at Boston College in 2015.
Jonathan Erik McGraw Bentley active positions
Companies | Position | Start |
---|---|---|
Choate Investment Advisors LLC
Choate Investment Advisors LLC Investment ManagersFinance Founded in 1997, Choate Investment Advisors LLC is a registered investment advisor located in Boston. The firm is a subsidiary of Choate, Hall & Stewart LLP. They provide comprehensive, integrated wealth management services primarily to high net-worth individuals. | Analyst-Equity | - |
Former positions of Jonathan Erik McGraw Bentley
Companies | Position | End |
---|---|---|
Lowell Blake & Associates, Inc.
Lowell Blake & Associates, Inc. Investment ManagersFinance Lowell Blake & Associates, Inc. (LBA) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Jim and Susan Lowell in 1974. LBA provides advisory services to individuals, high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, business entities and limited liability companies. | Analyst-Equity | 2023-09-30 |
Leerink Partners LLC
Leerink Partners LLC Investment Banks/BrokersFinance Leerink Partners LLC is a full-service brokerage and investment banking firm headquartered in Boston, Massachusetts. The firm was founded by Jeffrey Leerink in 1995 and formerly known as SVB Securities LLC. They rebranded as Leerink Partners in 2023. The firm is a subsidiary of SVB Securities LLC. Leerink Partners provides institutional sales, equity research, institutional trading, and corporate finance and asset management services to the healthcare and technology industries. They offer superior execution capabilities in common stock, convertibles and derivatives with a singular focus on healthcare and a knowledge-led approach. | Corporate Officer/Principal | 2019-06-30 |
Tetrem Capital Management Ltd.
Tetrem Capital Management Ltd. Investment ManagersFinance Founded in 2004 by Daniel Bubis, Tetrem Capital Management Ltd. is a hedge fund manager located in Winnipeg, Manitoba, Canada. The firm manages, on a discretionary basis, investment portfolios for mutual funds, institutional clients, foundations and endowments, pension plans and individuals. | Corporate Officer/Principal | 2017-05-31 |
Training of Jonathan Erik McGraw Bentley
Boston College | Undergraduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 4 |
---|---|
Lowell Blake & Associates, Inc.
Lowell Blake & Associates, Inc. Investment ManagersFinance Lowell Blake & Associates, Inc. (LBA) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Jim and Susan Lowell in 1974. LBA provides advisory services to individuals, high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, business entities and limited liability companies. | Finance |
Leerink Partners LLC
Leerink Partners LLC Investment Banks/BrokersFinance Leerink Partners LLC is a full-service brokerage and investment banking firm headquartered in Boston, Massachusetts. The firm was founded by Jeffrey Leerink in 1995 and formerly known as SVB Securities LLC. They rebranded as Leerink Partners in 2023. The firm is a subsidiary of SVB Securities LLC. Leerink Partners provides institutional sales, equity research, institutional trading, and corporate finance and asset management services to the healthcare and technology industries. They offer superior execution capabilities in common stock, convertibles and derivatives with a singular focus on healthcare and a knowledge-led approach. | Finance |
Tetrem Capital Management Ltd.
Tetrem Capital Management Ltd. Investment ManagersFinance Founded in 2004 by Daniel Bubis, Tetrem Capital Management Ltd. is a hedge fund manager located in Winnipeg, Manitoba, Canada. The firm manages, on a discretionary basis, investment portfolios for mutual funds, institutional clients, foundations and endowments, pension plans and individuals. | Finance |
Choate Investment Advisors LLC
Choate Investment Advisors LLC Investment ManagersFinance Founded in 1997, Choate Investment Advisors LLC is a registered investment advisor located in Boston. The firm is a subsidiary of Choate, Hall & Stewart LLP. They provide comprehensive, integrated wealth management services primarily to high net-worth individuals. | Finance |
- Stock Market
- Insiders
- Jonathan Erik McGraw Bentley