YHB Investment Advisors Inc

Lori Coleman is a financial advisor at YHB Investment Advisors Inc. with five years of industry experience. She holds a Series 65 designation and has worked at YHB since 2019, following six years with the State of Connecticut. YHB Investment Advisors is a privately owned SEC-registered firm managing approximately $1.98 billion for over 1,000 clients. The firm provides personalized asset management, pension and 401(k) consulting, and donor-advised fund services, employing a diversified investment approach with an emphasis on investment-grade bonds and quality equity selection.

Timothy Rich is a CFA® charterholder affiliated with YHB Investment Advisors Inc, with one year of industry experience. Prior to joining YHB, he worked at Chelsea Groton Bank and People's United Bank. He has served in the CT Army National Guard since 2006. YHB Investment Advisors, Inc. is a privately owned SEC-registered adviser managing approximately $1.98 billion for over 1,000 clients. The firm provides personalized asset management, pension and 401(k) consulting, and donor-advised fund services, focusing on diversified portfolios with an emphasis on investment-grade bonds and quality equity selection.

Linda Morel is a Series 65-licensed financial advisor at YHB Investment Advisors Inc. in West Hartford, CT, with 12 years of industry experience. She has been with YHB Investment Advisors since 2004. YHB Investment Advisors is a privately owned SEC-registered firm managing approximately $1.98 billion for over 1,000 clients through a team of 19 advisors. The firm provides personalized asset management, pension and 401(k) consulting, and donor-advised fund services, emphasizing diversified portfolios and periodic rebalancing.

Matthew Petricone is a financial advisor at YHB Investment Advisors Inc with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Point 72, Shelter Haven Capital, Balyasny Asset Management, and UBS Securities LLC. YHB Investment Advisors, Inc. is a privately owned SEC-registered adviser managing approximately $1.98 billion for over 1,000 clients through a team of 19 advisors. The firm offers personalized asset management, pension and 401(k) consulting, and donor-advised fund services, with an investment approach focused on diversified portfolios, quality equity selection, and periodic rebalancing.

Nathanial Chandler is a financial advisor at YHB Investment Advisors Inc with two years of industry experience. He holds a Series 65 designation and has worked in various roles prior to joining YHB in 2023. YHB Investment Advisors is a privately owned SEC-registered firm managing approximately $1.98 billion for over 1,000 clients through a team of 19 advisors. The firm offers personalized asset management, pension and 401(k) consulting, and donor-advised fund services, with an investment approach focused on diversified portfolios and periodic rebalancing.

Anne Space is a CFA® charterholder and financial advisor with seven years of industry experience. She has worked at YHB Investment Advisors Inc. since 2018 and was previously employed at UBS from 2012 to 2018. YHB Investment Advisors, Inc. is a privately owned SEC-registered firm managing approximately $1.98 billion for over 1,000 clients through a team of 19 advisors. The firm provides personalized asset management, pension and 401(k) consulting, and donor-advised fund services, focusing on diversified portfolios with periodic rebalancing and quarterly reviews.

Karen Dootson is a financial advisor at YHB Investment Advisors Inc with 11 years of industry experience. She holds a Series 65 designation and has been with YHB since 2009. YHB Investment Advisors is a privately owned SEC-registered firm managing approximately $1.98 billion for over 1,000 clients through a team of 19 advisors. The firm provides personalized asset management, pension and 401(k) consulting, financial and administrative consulting, and donor-advised fund services, with an investment approach focused on diversified portfolios and periodic rebalancing.

Ryan Coursey is a financial advisor at YHB Investment Advisors Inc with a Series 65 designation and one year of industry experience. His prior roles include positions at Partners Capital Investment Group LLP and Stavvy. YHB Investment Advisors is a privately owned SEC-registered firm managing approximately $1.98 billion for over 1,000 clients. The firm provides personalized asset management, pension and 401(k) consulting, and donor-advised fund services, with an investment approach focused on diversified portfolios and periodic rebalancing.

Byron Nilsson is a financial advisor at YHB Investment Advisors Inc. He holds a Series 65 credential and has four years of industry experience. Prior to joining YHB in 2021, he worked at Societe Generale for ten years. YHB Investment Advisors is a privately owned SEC-registered firm managing approximately $1.98 billion for over 1,000 clients. The firm provides personalized asset management, pension and 401(k) consulting, and donor-advised fund services, with an investment approach focused on diversified portfolios and regular account reviews.

Hillary Landen is a financial advisor at YHB Investment Advisors Inc. with seven years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at TM Wealth Management and Bull Run Financial Group. YHB Investment Advisors, Inc. is an SEC-registered firm managing approximately $1.98 billion for over 1,000 clients through a team of 19 advisors. The firm provides personalized asset management, pension and 401(k) consulting, and donor-advised fund services, focusing on diversified portfolios with an emphasis on investment-grade bonds and quality equity selection.

Thomas Manning is a Series 65-licensed financial advisor with 15 years of industry experience. He has been with YHB Investment Advisors Inc. since 2015. YHB Investment Advisors, Inc. is a privately owned SEC-registered firm managing approximately $1.98 billion for over 1,000 clients. The firm provides personalized asset management, pension and 401(k) consulting, and donor-advised fund services, with an investment approach focused on diversified portfolios, quality equity selection, and periodic rebalancing.

Paul Martel is a financial advisor with YHB Investment Advisors Inc in West Hartford, CT, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been affiliated with various YHB entities since 1989 and serves as vice president and owner of YHB Retirement Services, LLC, where he also sits on the board of directors providing qualified plan consulting. YHB Investment Advisors, Inc. is a privately owned SEC-registered firm managing approximately $1.98 billion for over 1,000 clients through a team of 19 advisors. The firm provides personalized asset management for individuals and institutions, including pension and 401(k) consulting, with an investment approach focused on diversified portfolios featuring investment-grade bonds, quality equities, and regular rebalancing.

Dennis Hannigan is a CFA® charterholder with 20 years of experience in the financial industry. He has been with YHB Investment Advisors, Inc. since 2005. Based in West Hartford, CT, he works at a firm that manages nearly $2 billion for over 1,000 clients through a team of 19 advisors. YHB Investment Advisors, Inc. provides personalized asset management for individuals, including high-net-worth clients, as well as pension and 401(k) consulting and donor-advised fund services. The firm emphasizes diversified portfolios with a focus on investment-grade bonds, quality equity selection, and regular portfolio reviews.

Jared Madden is a financial advisor at YHB Investment Advisors Inc. He holds a Series 65 designation and has 17 years of industry experience, including roles at Prudential Financial and Empower. He has been with YHB Investment Advisors since 2023. YHB Investment Advisors is a privately owned SEC-registered firm managing approximately $1.98 billion for over 1,000 clients through a team of 19 advisors. The firm provides personalized asset management, pension and 401(k) consulting, and donor-advised fund services, focusing on diversified portfolios with an emphasis on investment-grade bonds and quality equity selection.

Massimo Eichner is a financial advisor at YHB Investment Advisors Inc with a Series 65 credential and two years of industry experience. He has been with YHB since 2021 and previously worked at Trinity College and Bullis School. YHB Investment Advisors Inc is a privately owned SEC-registered firm managing approximately $1.98 billion for over 1,000 clients through a team of 19 advisors. The firm provides personalized asset management, pension and 401(k) consulting, and donor-advised fund services, focusing on diversified portfolios with periodic rebalancing and quarterly reviews.