Elisha Defeo

Elisha Defeo

Gestore di Portafoglio-Azioni presso YHB Investment Advisors, Inc.

Consumer Services
Finance

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

SocietàPosizioneInizio
Gestore di Portafoglio-Azioni 01/01/2018
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Formazione di Elisha Defeo

Southern New Hampshire University Masters Business Admin
Western New England University Undergraduate Degree

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Aziende private1

Finance

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