Jonathan Bentley

Jonathan Bentley is a Senior Investment Analyst at Choate Investment Advisors in Boston, MA, where he collaborates with portfolio managers to source new investment ideas and conduct fundamental research and analysis. His responsibilities include evaluating investment strategies and managing multi-asset class portfolios for high-net-worth clients and family offices, with a particular emphasis on equities and alternative investments.

Prior to joining Choate in 2023, Jonathan was Research Director and Portfolio Manager at Lowell, Blake & Associates, where he led research efforts and oversaw portfolio construction, and previously worked as a Research Analyst and Portfolio Manager at the same firm. His background combines in-depth research with hands-on portfolio management across both traditional and alternative asset classes, and he brings more than a decade of experience in investment analysis and advisory roles.

Jonathan holds a Bachelor of Arts in Economics from Boston College and has completed advanced coursework at the University of California, Berkeley, Haas School of Business. He has passed Level III of the Chartered Market Technician (CMT) Program, underscoring his expertise in technical analysis, macroeconomic research, and market strategy.