West Hartford CT Community Notes


Friday, August 30, 2013

West Hartford firm welcomes newest manager

WEST HARTFORD — Paul A. Berman, CFA of Greenwich, joins West Hartford-based YHB Investment Advisors as senior portfolio manager.  Berman has more than 25 years of investment, financial analysis and corporate finance experience. Prior to YHB, he was a portfolio manager at Wildwood Holdings, where he focused on both equity and fixed income investments.

Berman began his career at Standard & Poor's as an equity analyst. Other investment positions include Nomura Asset Management and Horizon Asset Management, where he focused on both equities and fixed income markets.  Paul also has held corporate finance positions at Kidder, Peabody and Bear Stearns, where he focused on mergers & acquisitions and debt restructurings. Berman is a graduate of Babson College and earned his MBA from The Wharton School.

 

"I am extremely pleased to be joining YHB, which has a long and successful record of helping investors meet their financial objectives. I look forward to contributing to the firm's continued success, first and foremost by focusing on our clients and their needs," Berman said.


"Paul has extensive training and experience in investment management and we are delighted to have such a talented individual join our professional staff," said Mark Everette, YHB's CEO.

 

Founded in 1989, YHB Investment Advisors helps individuals, families, institutions and non-profit organizations to develop intelligent, disciplined investment plans.  An independent, fee-based advisory firm, YHB Investment Advisors provides investment management services and, upon request, financial and retirement planning. The firm has eight highly experienced senior portfolio managers who manage in excess of $850 million for over 500 clients.  For more information on the firm, visit www.yhbia.com.

 

posted by Kathleen at 12:42 PM

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