YHB Investment Advisors
Located in: Town of West HartfordAddress: 29 S Main St #306, West Hartford, CT 06107 Phone: (860) 561-7050Website: : Place name: : Category: : Hours: : : : Website: http://yhbia.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question
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YHB Investment Advisors Employees
YHB Investment Advisors January 2009 - Present
YHB Investment Advisors September 2000 - January 2009
CIGNA January 1993 - September 2000
Skills
Alternative Investments, Asset Management, Asset Allocation, Investments, Financial Modeling, Investment Management, Finance, Financial Analysis, Leadership, Retirement Planning, Risk Management, Team Building, Strategic Planning, Insurance, Process Improvement, Wealth Management, Financial Risk, Strategic Financial..., Management, Valuation, Hedge Funds, Strategy, Mergers & Acquisitions
Education
The University of Connecticut School of Business 1988 — 1993
Master of Business Administration (MBA)
Brigham Young University 1977 — 1983
Accounting
Duke University June 2015 - Present
Walter Royal Davis Library May 2015 - Present
North Carolina Department of Cultural Resources August 2014 - April 2015
ES August 2014 - April 2015
YHB Investment Advisors July 2014 - August 2014
Lafayette College January 2014 - May 2014
Connecticut Historical Society June 2013 - August 2013
Noah Webster House and West Hartford Historical Society June 2012 - August 2012
Skills
Research, Writing, Cataloging, Microsoft Word, Microsoft Excel, OCLC Connexion, Past Perfect Museum..., Scanning, Photocopier, Microsoft Access, MySQL, Camtasia
Education
University of North Carolina at Chapel Hill 2014 — 2017
Masters Degree, Information Science/Public Administration
Lafayette College 2010 — 2014
Bachelor's Degree, Double Major- Anthropology & Sociology/Government & Law
Watkinson School 2006 — 2010
High School
YHB Investment Advisors October 2009 - Present
Skills
Commercial Banking, Economics, Financial Analysis, Investment Management, Investment Policy, Investments, Manager Selection, Portfolio Management, Securities, Strategic Planning, Leadership, Investment Strategies, Asset Management
Education
The University of Connecticut 1978 — 1982
B.A., Economics
Trinity College-Hartford
YHB Investment Advisors January 2014 - Present
YHB Investment Advisors March 2011 - January 2014
YHB Investment Advisors May 2010 - March 2011
YHB Investment Advisors May 2009 - August 2009
YHB Investment Advisors June 2008 - August 2008
Skills
Investments, Advent, Microsoft Excel, Morningstar, Portfolio Management, Economics, Financial Analysis, Research, Microsoft Word, Retirement Planning, Coaching, Equity Research, Equity Trading
Education
St. Mary's College of Maryland 2006 — 2010
Bachelor of Arts, Economics, History
William H. Hall High School 2002 — 2006
YHB Investment Advisors 1989 - Present
Pawling Corporation 2011 - 2012
Pawling Corporation 2011 - 2012
YHB Consulting 1988 - 2011
Tauck World Discovery 1998 - 2010
Skills
Travel Management, Leadership, Strategic Planning, Customer Service, Management, Leisure Travel, Travel Planning, Public Relations, Marketing Strategy, Event Planning, Negotiation, Operations Management, Public Speaking, Personal Financial..., Investment Management
Education
College for Financial Planning 1975 — 1980
Masters in Financial Services, Financial Planning and Services
University of Connecticut 1968 — 1972
BS, Music Education
YHB Investment Advisors October 2014 - Present
YHB Investment Advisors June 2011 - November 2014
Windsor Public Schools September 2010 - June 2011
Winchester Public Schools August 2007 - July 2010
Education
University of Hartford 2003 — 2006
Masters, Elementary Education
Central CT State University
BS, Management Information Systems
YHB Investment Advisors February 2012 - Present
Sattva Ayurveda 2009 - Present
Fleet Bank 1996 - 2000
Shawmut Bank 1992 - 1996
Skills
Portfolio Management, Investments, Socially Responsible..., Investment Management, Wealth Management..., Retirement Planning, Strategic Financial..., Financial Analysis, Holistic Health, Ayurveda, Alternative Medicine, Yoga, Lifestyle, Meditation, Wellness, Healing, Wellbeing, Herbal Remedies, Herbs, Stress Management, Naturopathy, Nutrition, Sustainable Products, Green Living
Education
Duquesne University 1987 — 1991
B.A.
Kripalu School of Ayurvedic Medicine 2007 — 2009
Harvard Business School July 2015 - Present
Raymond James Financial Inc. July 2014 - June 2015
Raymond James & Associates, Inc July 2011 - June 2014
Cambridge Associates June 2010 - August 2010
Southall Eden Paperie January 2010 - May 2010
YHB Investment Advisors June 2009 - August 2009
Friends Incorporated June 2006 - August 2008
Skills
Financial Modeling, Valuation, Microsoft Excel, Investment Banking, Financial Analysis, Marketing Strategy, Designs, Private Equity, Venture Capital, Portfolio Management, Asset Allocation, Microsoft Office, Corporate Finance, Mergers & Acquisitions
Education
Harvard Business School 2015 — 2017
Master of Business Administration (MBA)
Vanderbilt University 2007 — 2011
Bachelor of Arts, Economics, Cum Laude
Kingswood-Oxford School 2002 — 2006
High School Diploma
Berkshire Hathaway HomeServices-New England Properties June 2013 - Present
YHB Investment Advisors June 2011 - September 2012
Save the Children November 2009 - May 2011
J.P. Morgan July 1994 - August 2009
Fleet Investment Advisors December 1985 - July 1994
Society for Saving, Hartford, CT April 1983 - December 1985
ConocoPhillips April 1980 - March 1983
McDermott International Inc. July 1978 - November 1979
Skills
Equities, Securities, Portfolio Management, Investments, Investment Management, Fixed Income, Asset Management, Cash Management, Credit, Finance, Trading, Wealth Management, Investment Strategies, Strategic Financial..., Financial Services, Financial Modeling, Capital Markets, Financial Markets, Analysis, Banking, Credit Analysis, Hedge Funds, Valuation, Bonds, Financial Analysis, Mutual Funds, Risk Management, Credit Risk, Alternative Investments, Corporate Finance, Financial Risk, Series 7, Relationship Management, Private Equity
Education
University of Notre Dame - Mendoza College of Business 1974 — 1976
MBA, Finance
Saint Joseph College 1970 — 1974
BA, English, history, education
YHB Investment Advisors March 2014 - Present
YHB Investment Advisors January 2009 - March 2014
Altana Pharma May 2003 - December 2006
CIGNA April 1990 - May 2003
Skills
Portfolio Management, Finance, Investment Management, Financial Analysis, Wealth Management, Series 65, Investment Advisory
Education
Eastern Connecticut State University 1986 — 1990
BS, Business - Accounting
Bay Path University 1980 — 1982
AS, Marketing and Retail
YHB Investment Advisors February 2005 - Present
Gobernacion de la Provincia de Chimborazo September 1989 - December 1994
Education
Escuela Superior Politécnica de Chimborazo 1983 — 1988
Bachelor's Degree, Business Administration
YHB Investment Advisors January 2012 - Present
YHB Investment Advisors April 2005 - December 2011
Education
The University of Connecticut
Bachelor of Science, Accounting
Data Management Inc August 2009 - January 2011
YHB Investment Advisors August 2005 - October 2008
Education
Central Connecticut State University 1994 — 1996
Keene State College 1993 — 1994