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Byron Nilsson

Byron Nilsson

Senior Portfolio Manager at YHB Investment Advisors, Inc.

West Hartford, CT , United States

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

OrganizationRoleDate RangeDetails
YHB Investment Advisors, Inc.Senior Portfolio ManagerJun 2024 to Present
YHB Investment Advisors, Inc.Portfolio ManagerNov 2021 to May 2024
YHB Investment Advisors, Inc.Assistant Portfolio ManagerApr 2021 to Dec 2021
Societe Generale Corporate and Investment Banking - SGCIBCredit Risk GovernanceJul 2020 to Mar 2021
Societe Generale Corporate and Investment Banking - SGCIBRisk Data and Analytics - Vice PresidentAug 2018 to Jul 2020
Societe Generale Corporate and Investment Banking - SGCIBEnterprise Risk Management - Vice PresidentMar 2017 to Aug 2018
Fidelity InvestmentsInternMay 2010 to Jul 2010

Education

Babson College

BS in Business Management, Finance & Entrepreneurship

Hong Kong Baptist University

Skills & Expertise

Adaptation
Digital Transformation
Business Intelligence (BI)
Process Improvement
Project Management
Communication
Process Optimization
Team Leadership
Cross-functional Team Leadership

Others at YHB Investment Advisors, Inc. (10)

NameRoleLocation
Dennis Hannigan
Dennis Hannigan
Chief Investment OfficerWest Hartford, CT , United States
Diane Daley
Diane Daley
Senior Portfolio ManagerWest Hartford, CT , United States
E
Elisheva Defeo
Senior Portfolio ManagerWest Hartford, CT , United States
H
Hilary Pohley
Portfolio ManagerWest Hartford, CT , United States
Hillary Landen
Hillary Landen
Portfolio ManagerGreat Falls, VA , United States
Jessica Kott
Jessica Kott
Senior Portfolio ManagerWest Hartford, CT , United States
Karen Dootson
Karen Dootson
Senior Portfolio ManagerWest Hartford, CT , United States
R
Ryan Coursey
Senior Portfolio AnalystBoston, MA , United States
Linda Morel
Linda Morel
Vice President and Senior Portfolio ManagerWest Hartford, CT , United States
Nate C.
Nate C.
Portfolio AnalystBloomfield, CT , United States

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