Elisha Defeo Email & Phone Number
Senior Portfolio Manager @ YHB Investment Advisors, Inc.
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Elisha Defeo Location
- West Hartford, CT, US
Elisha Defeo Work
- 2018 -now Senior Portfolio Manager @
- 2013 -2018 Associate Wealth Management Advisor @
- 2011 -2013 Private Client Specialist @
- 2000 -2011 Senior Registered Associate @
Elisha Defeo Education
- Western New England University
- Southern New Hampshire University
Master of Business Administration - MBA
- Western New England University
Bachelor of Business Administration - BBA (Business Administration and Management, General)
Elisha Defeo Skills
- Portfolio Management
- Portfolio Risk Management
- Fund Management
- Series 7
- Series 63
- Series 65
- Disability Insurance
- Wealth Management
- Retirement Planning
- FINRA
- Mutual Funds
- Asset Allocation
- Uniform Combined State Law
- MBA
- Design
- Microsoft Office
- Business Analysis
- Financial Analysis
- Strategic Planning
- Financial Services
Elisha Defeo Summary
- Elisha Defeo, based in West Hartford, CT, US, is currently a Senior Portfolio Manager at YHB Investment Advisors, Inc.. Elisha Defeo brings experience from previous roles at Northwestern Mutual, Fidelity Investments and Morgan Stanley. Elisha Defeo holds a Western New England University. With a robust skill set that includes Portfolio Management, Portfolio Risk Management, Fund Management, Series 7, Series 63 and more. Elisha Defeo has 2 emails and 3 mobile phone numbers on RocketReach.
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