![Elisha Defeo](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Elisha Defeo
Gestore di Portafoglio-Azioni presso YHB Investment Advisors, Inc.
Profilo
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.
Posizioni attive di Elisha Defeo
Società | Posizione | Inizio |
---|---|---|
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. | Gestore di Portafoglio-Azioni | 01/01/2018 |
Formazione di Elisha Defeo
Southern New Hampshire University | Masters Business Admin |
Western New England University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 1 |
---|---|
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 |
- Borsa valori
- Insiders
- Elisha Defeo