YHB Investment Advisors

Yhb Investment Advisors

Investment Management, 29 S Main St, West Hartford, Connecticut, 06107, United States, 11-50 Employees

yhbia.com

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phone no Phone Number: 86********

Who is YHB INVESTMENT ADVISORS

Working with YHB, clients can expect well-informed and objective advice. Sensible, research-driven investment management and high-quality client service form the foundation on which we ha...

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industries-icon Industry: Investment Management

SIC SIC Code: 6282 | NAICS Code: 523930 | Show More

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YHB Investment Advisors Org Chart and Mapping

Employees

Michelle Dimartino

Director of Operations, Controller and Sr. Portfolio Administrator

Linda Morel

Vice President and Senior Portfolio Manager

Karen Dootson

Senior Portfolio Manager

Lori Coleman

Assistant Portfolio Manager

Renee Zerio

Portfolio Administrator

Sherri Hill

Administrative Assistant

Diane Daley

Senior Portfolio Manager

Elisha Defeo

Senior Portfolio Manager

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Frequently Asked Questions Regarding YHB Investment Advisors

Answer: YHB Investment Advisors's headquarters are located at 29 S Main St, West Hartford, Connecticut, 06107, United States

Answer: YHB Investment Advisors's phone number is 86********

Answer: YHB Investment Advisors's official website is https://yhbia.com

Answer: YHB Investment Advisors's revenue is $10 Million to $25 Million

Answer: YHB Investment Advisors's SIC: 6282

Answer: YHB Investment Advisors's NAICS: 523930

Answer: YHB Investment Advisors has 11-50 employees

Answer: YHB Investment Advisors is in Investment Management

Answer: YHB Investment Advisors contact info: Phone number: 86******** Website: https://yhbia.com

Answer: Working with YHB, clients can expect well-informed and objective advice. Sensible, research-driven investment management and high-quality client service form the foundation on which we have earned our clients trust and loyalty. Our investment professionals focus on developing prudent strategies based on individual financial concerns and objectives. We derive great satisfaction from helping investors achieve their financial goals. Our team of experienced portfolio managers engages our clients in the process of investment planning. We take time to listen to and understand our clients investment goals. Our portfolio managers possess a wide breadth of experience. This professional depth lends insight and rigor to our investment process and decision making, which we consider an important advantage. Each manager works directly with a limited group of clients to develop strong relationships and deliver personalized service, customized portfolio management and sound advice. Managers may also work closely with clients other trusted advisors, such as accountants, attorneys, trustees and executors. Upon request, YHB can also guide clients on a variety of other important financial decisions, such as retirement or estate planning, saving for college or elder care, or a review of insurance policies or wills. These additional services are offered at no extra cost to clients.

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