Elisha Defeo

About Elisha Defeo

Elisha S. Defeo joined YHB Investment Advisors in January 2018 as a Senior Portfolio Manager. Her professional journey commenced in the year at Smith Barney (which became Morgan Stanley) where she cultivated her skills in servicing and managing client investment portfolios for high-net worth individuals and families. This tenure enabled her to amass extensive experience in various aspects of investments, including stock options and executive compensation strategies.In 2011 she began working at Fidelity Investments, where she worked with the Private Client team. In 2014 she took a role at Northwestern Mutual, which further augmented her expertise, allowing her to seamlessly integrate financial management and insurance planning. This fusion of skills empowered her to offer clients a holistic approach to wealth management, aligning with their unique financial objectives. In 2018 she joined YHB Investment Advisors, applying twenty years of financial experience to aid clients in attaining their financial goals.Elisha\'s educational background comprises a Bachelor of Science in Business Administration from Western New England University in Springfield, MA, complemented by an MBA from Southern New Hampshire University. Demonstrating her commitment to professional growth, she successfully navigated the FINRA Series 7, 63, and 66 examinations, solidifying her proficiency in the field. She is also a licensed Life & Health insurance agent in Connecticut.

Experience

1. Senior Portfolio Manager

   Yhb Investment Advisors, Inc

   Jan 2018 — Present · West Hartford, CT, US

   Conducted regular client meetings, portfolio reviews, and retirement planning sessions.•Collaborated seamlessly with technology, operations, and trading teams to enhance portfolio performance.•Conducted thorough stock research to identify potential investment opportunities.•Formulated optimized equity portfolios for separate accounts.•Cultivated strong client relationships, fostering trust and delivering personalized services.•Leveraged extensive industry knowledge to align investment portfolios with client objectives.•Proficiently addressed insurance and risk-based planning needs.

Education

• Southern New Hampshire University

  Master of Business Administration - MBA

• Western New England University

  Bachelor of Business Administration - BBA

Skills

• Uniform Combined State Law
• Series 7
• Retirement Planning
• Finra
• Disability Insurance
• Asset Allocation
• Mutual Funds
• Series 65
• Series 63
• Wealth Management
• Mba