Diane Daley

Diane Daley is Senior Portfolio Manager at YHB Investment Advisors, Inc. in West Hartford, Connecticut, where she manages client investment portfolios and provides personalized, research-driven portfolio management. Her responsibilities include portfolio construction, ongoing performance review, client relationship management, and supporting the firm's fixed income investment group.

Daley specializes in managing multi-asset class portfolios with a focus on both equities and fixed income for a wide range of clients, including individuals, families, and institutions. Her work involves asset allocation, security selection, and ongoing monitoring of portfolio performance, with an emphasis on prudent, long-term investment strategies tailored to the specific needs and objectives of each client.

She joined YHB Investment Advisors in 2011 after holding multiple management positions at CVS Pharmacy, where she oversaw high-volume operations. Daley holds an undergraduate degree from Central Connecticut State University and a Master’s degree from the University of Hartford, and is a Registered Investment Advisor Representative in Connecticut.