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YHB Investment Advisors

YHB Investment Advisors

Who We Are from YHB Investment Advisors on Vimeo. Gary Youell co-founded a consulting company in 1988. Although the firm primarily provided succession planning services, the principals of the firm had financial and investment planning experience at their previous employer. Within a year of the formation, Paul Martel, in 1989, joined the group and formed YHB Investment Advisors, Inc. Under Paul's leadership, the firm attracted investors who appreciated the straight forward, independent and objective approach of the firm. Most of those initial clients are still with the firm today. Neil Kelleher, Jared Soper, Mark Everette and Dennis Hannigan (all current partners) joined YHB over the next several years and contributed to the firm's steady growth. Most recently, Judy Havard, Jessica Kott and Paul Berman have joined us and round out the senior portfolio management team. Today, YHB manages in excess of one billion dollars for over 600 clients. In addition to our eight senior portfolio managers, we have a support team of 12 investment and operations professionals as we continue to grow. Our experienced investment professionals work collaboratively so that each client will benefit from the group's collective knowledge and wisdom. Throughout the year, we donate time, effort and money to support the initiatives of many charitable causes and organizations, including the firm's primary charitable partner, Foodshare, which works diligently to feed the hungry in the Hartford area. We also support education and medical initiatives, including a medical clinic in Ecuador, founded by Paul Martel.

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About YHB Investment Advisors

Founded

1989

Estimated Revenue

$1M-$10M

Employees

11-50

Category

Industry

Investment Management

Location

City

West Hartford

State

Connecticut

Country

United States
YHB Investment Advisors

YHB Investment Advisors

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