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Byron Nilsson
Senior Portfolio Manager at YHB Investment Advisors, Inc.
About
Byron Nilsson is the Senior Portfolio Manager at YHB Investment Advisors, Inc., based in West Hartford, Connecticut, where he specializes in overseeing investment portfolios, client asset allocation, and financial planning for individuals, corporations, and nonprofits. His responsibilities include recommending asset allocation strategies, managing portfolio execution, and conducting ongoing reviews to ensure optimal investment performance aligned with client goals.
Nilsson’s career at YHB has progressed rapidly, having previously held roles as Portfolio Manager and Assistant Portfolio Manager before his current promotion in June 2024. He works as part of YHB’s registered advisory team and provides specialized advice in equities, fixed income securities, and retirement planning vehicles, managing diverse client portfolios across multiple asset classes. His collaborative efforts with firm leadership support YHB’s ranking among leading Connecticut wealth management firms and contribute to its recognition in industry rankings.
He holds a BS in Business Management, with concentrations in Finance and Entrepreneurship from Babson College, alongside additional academic experience from Hong Kong Baptist University. Byron Nilsson is also recognized as a CERTIFIED FINANCIAL PLANNER™ (CFP®), underscoring his proficiency in financial planning and investment advisory services.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| YHB Investment Advisors, Inc. | Senior Portfolio Manager | Jun 2024 to Present | — |
| YHB Investment Advisors, Inc. | Portfolio Manager | Nov 2021 to May 2024 | — |
| YHB Investment Advisors, Inc. | Assistant Portfolio Manager | Apr 2021 to Dec 2021 | — |
| Societe Generale Corporate and Investment Banking - SGCIB | Credit Risk Governance | Jul 2020 to Mar 2021 | — |
| Societe Generale Corporate and Investment Banking - SGCIB | Risk Data and Analytics - Vice President | Aug 2018 to Jul 2020 | — |
| Societe Generale Corporate and Investment Banking - SGCIB | Enterprise Risk Management - Vice President | Mar 2017 to Aug 2018 | — |
| Fidelity Investments | Intern | May 2010 to Jul 2010 | — |
Education
Babson College
BS in Business Management, Finance & Entrepreneurship
Hong Kong Baptist University
Skills & Expertise
Others at YHB Investment Advisors, Inc. (10)
| Name | Role | Location |
|---|---|---|
| Chief Investment Officer | West Hartford, CT , United States | |
| Senior Portfolio Manager | West Hartford, CT , United States | |
E Elisheva Defeo | Senior Portfolio Manager | West Hartford, CT , United States |
H Hilary Pohley | Portfolio Manager | West Hartford, CT , United States |
| Portfolio Manager | Great Falls, VA , United States | |
| Senior Portfolio Manager | West Hartford, CT , United States | |
| Senior Portfolio Manager | West Hartford, CT , United States | |
R Ryan Coursey | Senior Portfolio Analyst | Boston, MA , United States |
| Vice President and Senior Portfolio Manager | West Hartford, CT , United States | |
| Portfolio Analyst | Bloomfield, CT , United States |
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