Timothy Rich is a CFA® charterholder with two years of industry experience. He currently works at YHB Investment Advisors Inc and previously held positions at Chelsea Groton Bank and People's United Bank. He has served in the CT Army National Guard since 2006. YHB Investment Advisors provides discretionary portfolio management to individuals, institutions, and retirement plans through a team-based process that includes diversified allocations and independent research. The firm also offers pension consulting, trustee services, and manages a donor-advised fund.

Joseph Mitchell is a financial advisor at YHB Investment Advisors Inc with a Series 65 credential and one year of industry experience. Prior to joining YHB, he worked in various roles at companies including Raytheon, Collins Aerospace, Turner Construction, Carrier Corporation, the University of Connecticut, and Electric Boat Corporation. YHB Investment Advisors provides discretionary portfolio management to individuals, charitable institutions, corporations, trusts, and retirement and profit-sharing plans. The firm uses a team-based investment process emphasizing diversified allocations, independent research, and credit-conscious fixed-income management, with regular portfolio reviews.

Linda Morel is a Series 65-licensed financial advisor with 12 years of industry experience, currently working at Yhb Investment Advisors Inc in West Hartford, CT. She has been with Yhb Investment Advisors since 2004. Yhb Investment Advisors provides discretionary portfolio management services to individuals, charitable institutions, corporations, trusts, and retirement plans. The firm employs a team-based investment process focused on diversified allocations, independent research, and credit-conscious fixed-income management, with regular portfolio reviews and specialized trustee services.

Nathanial Chandler is a Series 65-credentialed advisor with YHB Investment Advisors Inc in West Hartford, CT, where he has worked since 2023. He has two years of industry experience. His prior work history includes roles outside the financial industry, such as with H&R Block and ALDI's Warehouse. YHB Investment Advisors provides discretionary portfolio management to individuals, charitable institutions, corporations, trusts, and retirement plans. The firm employs a team-based investment process focused on diversified allocations and uses independent research for equity and fixed-income management.

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 Series 65-licensed advisor with 12 years of industry experience. She has been with Yhb Investment Advisors Inc since 2009. YHB Investment Advisors provides discretionary portfolio management to individuals, charitable institutions, corporations, trusts, and retirement and profit-sharing plans. The firm applies a team-based investment process that emphasizes diversified allocations, independent research for equity selection, and credit-conscious fixed-income management.

Ryan Coursey is a financial advisor at YHB Investment Advisors Inc with a Series 65 credential and two years of industry experience. His prior roles include positions at Partners Capital Investment Group LLP and Stavvy. YHB Investment Advisors provides discretionary portfolio management to individuals, charitable institutions, corporations, trusts, and retirement plans. The firm employs a team-based investment approach focused on diversified allocations, independent research, and credit-conscious fixed-income management.

Byron Nilsson is a Series 65-licensed advisor at YHB Investment Advisors Inc. with four years of industry experience. He has worked at YHB since 2021 and spent ten years previously at Societe Generale. YHB Investment Advisors provides discretionary portfolio management to individuals, charitable institutions, corporations, trusts, and retirement and profit-sharing plans. The firm employs a team-based investment process that includes diversified allocations, independent research for equity selection, credit-conscious fixed-income management, and regular portfolio reviews.

Thomas Manning is a Series 65-licensed financial advisor at Yhb Investment Advisors Inc with 16 years of industry experience. He has been with Yhb Investment Advisors since 2015. Yhb Investment Advisors provides discretionary portfolio management to individuals, charitable institutions, corporations, trusts, and retirement plans. The firm employs a team-based investment process emphasizing diversified allocations, independent research, and credit-conscious fixed-income management.

Paul Martel is a financial advisor with Yhb Investment Advisors Inc in West Hartford, CT, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has been affiliated with affiliated firms including Youell Haviland Bliss and YHB Pension Investment Services since 1989. Martel is also Vice President and owner of YHB Retirement Services, LLC, where he serves on the board of directors and provides qualified plan consulting. YHB Investment Advisors provides discretionary portfolio management for individuals, charitable institutions, corporations, trusts, and retirement plans, using a team-based investment approach focused on diversified allocations and independent research. The firm also offers pension consulting, trustee services, and management of held-away participant accounts, with an emphasis on quarterly portfolio reviews and risk-conscious fixed-income management.

Dennis Hannigan is a CFA® charterholder with 20 years of industry experience. He has been with YHB Investment Advisors, Inc. since 2005. YHB Investment Advisors provides discretionary portfolio management to individuals, charitable institutions, corporations, trusts, and retirement plans. The firm uses a team-based investment process that includes diversified allocations, independent research for equity selection, and credit-conscious fixed-income management, with regular portfolio reviews and discretionary trading authority.

Jared Madden is a financial advisor at YHB Investment Advisors Inc with two years of industry experience. He holds a Series 65 designation and has previously worked at Empower and Prudential Financial. YHB Investment Advisors provides discretionary portfolio management to individuals, charitable institutions, corporations, trusts, and retirement plans, employing a team-based investment process focused on diversified allocations, independent research, and credit-conscious fixed-income management. The firm also offers specialized consulting and trustee services in addition to asset management.

Massimo Eichner is a financial advisor at YHB Investment Advisors Inc with a Series 65 designation and three years of industry experience. He has been with YHB since 2021, following four years at Trinity College. YHB Investment Advisors provides discretionary portfolio management to individuals, institutions, and retirement plans, employing a team-based investment process focused on diversified allocations and thorough research. The firm also offers pension consulting, trustee services, and targeted financial consulting, operating a firm-sponsored donor-advised fund and managing held-away participant accounts.

Elisheva Defeo is a financial advisor with YHB Investment Advisors Inc., holding Series 63 and Series 66 credentials and 18 years of industry experience. She has been with YHB since 2018 and previously worked at Northwestern Mutual Wealth Management Company and affiliated firms from 2014 to 2018. 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, employing a diversified investment approach with a focus on quality equity selection and investment-grade bonds.

Diane Daley is a financial advisor at Yhb Investment Advisors Inc with 11 years of industry experience and holds a Series 65 credential. She has been with Yhb Investment Advisors since 2011. Outside of her advisory role, she serves as a volunteer member on the Pension Board for the Town of Canton, reviewing holdings and making recommendations on asset allocations and withdrawals. Yhb Investment Advisors provides discretionary portfolio management to individuals, charitable institutions, corporations, trusts, and retirement plans, employing a team-based investment process focused on diversified allocations and independent research. The firm also offers pension and 401(k) consulting, trustee services, and specialized administrative support.

Mark Everette is a financial advisor with YHB Investment Advisors Inc in West Hartford, CT, holding 25 years of industry experience. He has been with YHB Investment Advisors since 2000. YHB Investment Advisors provides discretionary portfolio management to individuals, charitable institutions, corporations, trusts, and retirement and profit-sharing plans. The firm employs a team-based investment process focused on diversified allocations, independent research, and credit-conscious fixed-income management, offering services including pension consulting, trustee services, and targeted financial consulting.

Hilary Pohley is a financial advisor at YHB Investment Advisors Inc with a Series 65 credential and three years of industry experience. Prior to joining YHB Investment Advisors in 2021, she worked at Pangaro Wealth Management from 2018 to 2021 and has additional experience outside the financial industry. YHB Investment Advisors provides discretionary portfolio management to a diverse client base including individuals, charitable institutions, corporations, and retirement plans. The firm utilizes a team-based investment process focused on diversified allocations, independent research, and credit-conscious fixed-income management, with regular portfolio reviews and discretionary trading authority.