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Hilary Pohley

Portfolio Manager at YHB Investment Advisors, Inc.

West Hartford, CT , United States

About

Hilary Pohley serves as a Portfolio Manager at YHB Investment Advisors, Inc. in West Hartford, CT, where she is responsible for overseeing the management and strategic allocation of client investment portfolios. Her role involves working directly with individual, corporate, and non-profit clients, focusing on asset allocation, security selection, and ongoing portfolio monitoring, with a particular emphasis on equities and fixed income strategies tailored to client objectives.

Hilary brings extensive experience from her prior roles as Senior Portfolio Analyst at YHB Investment Advisors and as a Manager of Client Service Management at Pangaro Wealth Management, giving her a strong background in portfolio analysis, client advisory, and investment research. She specializes in developing customized investment strategies and is adept at educating clients on market concepts and portfolio management best practices.

Hilary holds an MBA from Northeastern University's Graduate School of Business Administration, a BA in International Economics and German from Tufts University, and has studied Economics, Art History, and German at Eberhard-Karls-Universität Tübingen. Her educational background and professional experience position her as an expert in multi-asset portfolio management, with a commitment to helping clients achieve long-term financial goals through thoughtful and personalized investment guidance.

Career History

OrganizationRoleDate RangeDetails
YHB Investment Advisors, Inc.Portfolio ManagerDec 2022 to Present
YHB Investment Advisors, Inc.Senior Portfolio AnalystDec 2020 to Nov 2022
Pangaro Wealth Management (PWM)Manager, Client Service ManagementSep 2018 to Nov 2020
Wellington ManagementBusiness Development Analyst, Assistant Vice PresidentJul 2007 to Jun 2010
Wellington ManagementInternational Client Service MBA InternMay 2006 to Nov 2006
Tufts UniversityPrograms Abroad AssistantJul 2003 to May 2005
EF EducationTour Operations CoordinatorNov 2002 to Aug 2003

Education

Northeastern University - Graduate School of Business Administration

MBA

2005 2007

Tufts University

BA, International Economics and German

1998 2002

Eberhard-Karls-Universität Tübingen

Economics, Art History, and German

2000 2001

Others at YHB Investment Advisors, Inc. (10)

NameRoleLocation
Byron Nilsson
Byron Nilsson
Senior Portfolio ManagerWest Hartford, CT , United States
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
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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