YHB Investment Advisors

Description

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

Employee
Years
Job
Industry
Mark Everette Mark Everette West Hartford, Connecticut Details
Mark Everette's YHB Investment Advisors Experience January 2009 - Present
Job CEO at YHB Investment Advisors
Industry Investment Management
Experience
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

Elizabeth J. Hannigan Elizabeth J. Hannigan Chapel Hill, North Carolina Details
Elizabeth J. Hannigan's YHB Investment Advisors Experience July 2014 - August 2014
Job Graduate Student
Industry Libraries
Experience
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

Jessica Kott Jessica Kott Hartford, Connecticut Area Details
Jessica Kott's YHB Investment Advisors Experience October 2009 - Present
Job Senior Portfolio Manager at YHB Investment Advisors
Industry Investment Management
Experience
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

Steve Hannigan Steve Hannigan Hartford, Connecticut Area Details
Steve Hannigan's YHB Investment Advisors Experience January 2014 - Present
Job Associate Portfolio Manager at YHB Investment Advisors
Industry Investment Management
Experience
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

Gary Youell Gary Youell Hartford, Connecticut Area Details
Gary Youell's YHB Investment Advisors Experience 1989 - Present
Job Chairman at YHB Investment Advisors, Inc
Industry Investment Management
Experience
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

Diane Daley Diane Daley Hartford, Connecticut Area Details
Diane Daley's YHB Investment Advisors Experience October 2014 - Present
Job Portfolio Manager at YHB Investment Advisors
Industry Investment Management
Experience
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

Grace Petrarca Grace Petrarca Hartford, Connecticut Area Details
Grace Petrarca's YHB Investment Advisors Experience February 2012 - Present
Job Portfolio Manager at YHB Investment Advisors
Industry Investment Management
Experience
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

Rachel Soper Rachel Soper Boston, Massachusetts Details
Rachel Soper's YHB Investment Advisors Experience June 2009 - August 2009
Job MBA Candidate at Harvard Business School
Industry Investment Banking
Experience
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

Linda Fallon Linda Fallon Greater New York City Area Details
Linda Fallon's YHB Investment Advisors Experience June 2011 - September 2012
Job Administrative Coordinator at Berkshire Hathaway HomeServicesNew England Properties
Industry Investment Management
Experience
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

Karen Dootson Karen Dootson Hartford, Connecticut Area Details
Karen Dootson's YHB Investment Advisors Experience March 2014 - Present
Job Portfolio Manager at YHB Investment Advisors
Industry Investment Management
Experience
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

Florcita Bedon Florcita Bedon United States Details
Florcita Bedon's YHB Investment Advisors Experience February 2005 - Present
Job
Industry
Experience
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

Dennis Hannigan Dennis Hannigan West Hartford, Connecticut Details
Dennis Hannigan's YHB Investment Advisors Experience January 2012 - Present
Job Chief Investment Officer at YHB Investment Advisors
Industry Investment Management
Experience
YHB Investment Advisors   January 2012 - Present
YHB Investment Advisors   April 2005 - December 2011

Education
The University of Connecticut
Bachelor of Science, Accounting

Corinna Lamb Corinna Lamb Canton, Connecticut Details
Corinna Lamb's YHB Investment Advisors Experience August 2005 - October 2008
Job
Industry
Experience
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