LeadIQ logo
Learn more at LeadIQ.com

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.

Find YHB Investment Advisors employees' phone numbers or email addresses

YHB Investment Advisors Global Highlights

Location
Employees

North America
13

Minus sign iconPlus sign icon
  • United States Of America
    13

Asia
2

Minus sign iconPlus sign icon
  • Afghanistan
    1
  • Turkey
    1

YHB Investment Advisors's Leadership

  • Stylized image of a person
    D. H.
    Chief Investment Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    N. K.
    Chief Investment Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    P. M.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    G. Y.
    Chairman
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. K.
    Senior Portfolio Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. M.
    Project Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. G.
    Senior Portfolio Administrator
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. B.
    Senior Portfolio Administrator
    Phone icon
    Mobile Phone

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 Info
Location
Last Update
  • Stylized image of a person
    D. H.
    Chief Investment Officer
    Phone icon
    Mobile Phone
    United StatesConnecticut
    May 14, 2025
  • Stylized image of a person
    G. Y.
    Chairman
    Phone icon
    Mobile Phone
    United StatesConnecticut
    Oct 18, 2024
  • Stylized image of a person
    N. K.
    Chief Investment Officer
    Phone icon
    Mobile Phone
    United StatesConnecticut
    Sep 09, 2024
  • Stylized image of a person
    P. M.
    President
    Phone icon
    Mobile Phone
    United StatesConnecticut
    Jun 05, 2026
  • Stylized image of a person
    J. K.
    Senior Portfolio Manager
    Phone icon
    Mobile Phone
    United StatesConnecticut
    Mar 25, 2026
  • Stylized image of a person
    M. M.
    Project Manager
    Phone icon
    Mobile Phone
    United StatesMississippi
    Oct 22, 2024
  • Stylized image of a person
    J. G.
    Senior Portfolio Administrator
    Phone icon
    Mobile Phone
    United StatesConnecticut
    Feb 18, 2026
  • Stylized image of a person
    D. B.
    Senior Portfolio Administrator
    Phone icon
    Mobile Phone
    United StatesConnecticut
    Jan 22, 2026
  • Stylized image of a person
    H. S.
    Portfolio Administrator
    Phone icon
    Mobile Phone
    United StatesConnecticut
    Sep 14, 2024
  • Stylized image of a person
    F. B.
    Office Assistant
    Phone icon
    Mobile Phone
    United States
    Feb 17, 2026

Frequently Asked Questions

What is YHB Investment Advisors known for?

Minus sign iconPlus sign iconYHB Investment Advisors operates in the Investment Management industry. The company's main headquarters is located in 29 South Main Street Suite 306 Hartford, Connecticut 06107 United States; you can contact the 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?

Minus sign iconPlus sign iconYHB Investment Advisors employees' email format typically follows the pattern of . 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?

Minus sign iconPlus sign iconYHB Investment Advisors has approximately 11 employees as of February 2026. These team members are located across 2 continents, including North AmericaAsia.

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

Minus sign iconPlus sign icon

As of February 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.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.