Elisha Defeo
Portefeuillebeheerder-Aandelen bij YHB Investment Advisors, Inc.
Profiel
Ms. Elisha Defeo is a Senior Portfolio Manager at YHB Investment Advisors, Inc. She joined the firm in January 2018 and has over 20 years of investment experience.
Ms. Defeo began her investment career in 2000 at Morgan Stanley and was responsible for servicing and managing client investment portfolios.
Through this position, she gained extensive investment experience including stock options and executive compensation.
This position, along with her role at Northwestern Mutual, allowed her to utilize her skills in financial management and insurance planning to offer clients a holistic wealth management approach to ensure that they are meeting their financial objectives.
Ms. Defeo has a B.A.
in Business Administration from Western New England University in Springfield, MA and an MBA from Southern New Hampshire University.
Actieve functies van Elisha Defeo
| Bedrijven | Functie | Begin |
|---|---|---|
YHB Investment Advisors, Inc.
 YHB Investment Advisors, Inc. Investment ManagersFinance YHB Investment Advisors, Inc. (YHB) is a SEC-registered investment advisor headquartered in West Hartford, Connecticut. The firm was founded by Paul Martel in 1989. YHB offers client-centric investment management services for individuals, families, institutions, and nonprofit organizations. | Portefeuillebeheerder-Aandelen | 01-01-2018 |
Opleiding van Elisha Defeo
| Southern New Hampshire University | Masters Business Admin |
| Western New England University | Undergraduate Degree |
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| Bedrijven in privébezit | 1 |
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YHB Investment Advisors, Inc.
YHB Investment Advisors, Inc. Investment ManagersFinance YHB Investment Advisors, Inc. (YHB) is a SEC-registered investment advisor headquartered in West Hartford, Connecticut. The firm was founded by Paul Martel in 1989. YHB offers client-centric investment management services for individuals, families, institutions, and nonprofit organizations. | Finance |
