Elisheva Defeo

Elisheva Defeo is the Senior Portfolio Manager at YHB Investment Advisors, Inc. in West Hartford, CT, where she leads investment strategy, portfolio construction, and client relationship management for individual, corporate, and nonprofit clients. Her role involves overseeing asset allocation, security selection, and ongoing portfolio review, with a particular focus on retirement planning, estate planning, and charitable endowment management.

Elisheva brings over 20 years of experience in wealth management and financial services, having previously served as Associate Wealth Management Advisor at Northwestern Mutual and Private Client Specialist at Fidelity Investments. Her expertise covers a broad range of sectors, including equities, fixed income, and alternative assets, tailored for diverse client needs ranging from individual investment accounts to 401(k) and profit-sharing plans.

She holds an MBA from Southern New Hampshire University and a BBA in Business Administration and Management from Western New England University, underscoring her strong foundation in finance and investment management. Recognized for her client-centric approach and educational outreach, Elisheva has contributed significantly to advancing investment literacy and strategic wealth planning within her community.