What departments does YHB Investment Advisors have?

YHB Investment Advisors has employees across 3 departments including Finance, Program & Project Management, Administrative.

What is the largest department at YHB Investment Advisors?

The largest department at YHB Investment Advisors is Administrative with 5 employees.

Where are YHB Investment Advisors employees located globally?

YHB Investment Advisors has employees across 2 continents and 4 countries including Turkey, Afghanistan, China, United States Of America.

How has YHB Investment Advisors's team size changed over time?

YHB Investment Advisors's team has decreased from approximately 8 to 7 employees based on available data.

YHB Investment Advisors Employee Directory

Investment ManagementConnecticut, United States11-50 Employees

YHB Investment Advisors is an independent, fee-based investment advisory firm in the investment management sector. Seven seasoned portfolio managers oversee more than $800 million in assets for more than 500 clients. The firm is based in Hartford, Connecticut.

The firm was founded in 1989 by President Paul Martel and Chairman Gary Youell. In 2025, it was recognized as No. 93 on CNBC's Financial Advisor 100, reflecting its standing within the advisory community.

YHB Investment Advisors Global Highlights

North America
16

United States Of America
16

Asia
3

Turkey
1
Afghanistan
1
China
1

YHB Investment Advisors's Leadership

D. H.
Chief Investment Officer
Mobile Phone
Email
N. K.
Chief Investment Officer
Mobile Phone
Email
P. M.
President
Mobile Phone
Email
G. Y.
Chairman
Mobile Phone
Email
J. K.
Senior Portfolio Manager
Mobile Phone
Email
M. M.
Project Manager
Mobile Phone
Email
J. G.
Senior Portfolio Administrator
Mobile Phone
Email
D. B.
Senior Portfolio Administrator
Mobile Phone
Email

YHB Investment Advisors Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Community & Social Services
Entrepreneurship
Program & Project Management
Other

Contact profiles from YHB Investment Advisors

Name

Title

Contact

Location

Last Update

D. H.
Chief Investment Officer
Mobile Phone
Email
United States, Connecticut
May 14, 2025
G. Y.
Chairman
Mobile Phone
Email
United States, Connecticut
Oct 18, 2024
N. K.
Chief Investment Officer
Mobile Phone
Email
United States, Connecticut
Sep 09, 2024
P. M.
President
Mobile Phone
Email
United States, Connecticut
Jun 05, 2026
J. K.
Senior Portfolio Manager
Mobile Phone
Email
United States, Connecticut
Mar 25, 2026
M. M.
Project Manager
Mobile Phone
Email
United States, Mississippi
Oct 22, 2024
J. G.
Senior Portfolio Administrator
Mobile Phone
Email
United States, Connecticut
Feb 18, 2026
D. B.
Senior Portfolio Administrator
Mobile Phone
Email
United States, Connecticut
Jan 22, 2026
H. S.
Portfolio Administrator
Mobile Phone
Email
United States, Connecticut
Sep 14, 2024
F. B.
Office Assistant
Mobile Phone
Email
United States
Feb 17, 2026

Frequently Asked Questions

What is YHB Investment Advisors known for?

YHB Investment Advisors operates in the Investment Management industry. You can contact YHB Investment Advisors's main corporate office by phone at

+1-860-313-****

. Explore YHB Investment Advisors's company overview page for more information.

What is YHB Investment Advisors's most common email format?

YHB Investment Advisors employees' email format typically follows the pattern of First@yhbia.com. Trying to find reliable and up-to-date employee contact data? Find more YHB Investment Advisors email formats with LeadIQ.

How many employees does YHB Investment Advisors have currently?

YHB Investment Advisors has approximately 11 employees as of July 2026. These team members are located across 2 continents, including North America and Asia.

Who are YHB Investment Advisors's key employees and leadership?

As of July 2026, YHB Investment Advisors's key employees include:

Chief Investment Officer: D. H.
Chief Investment Officer: N. K.
President: P. M.
Chairman: G. Y.
Senior Portfolio Manager: J. K.

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YHB Investment Advisors Employee Directory

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