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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| YHB Investment Advisors, Inc. | Portfolio Manager | Dec 2022 to Present | — |
| YHB Investment Advisors, Inc. | Senior Portfolio Analyst | Dec 2020 to Nov 2022 | — |
| Pangaro Wealth Management (PWM) | Manager, Client Service Management | Sep 2018 to Nov 2020 | — |
| Wellington Management | Business Development Analyst, Assistant Vice President | Jul 2007 to Jun 2010 | — |
| Wellington Management | International Client Service MBA Intern | May 2006 to Nov 2006 | — |
| Tufts University | Programs Abroad Assistant | Jul 2003 to May 2005 | — |
| EF Education | Tour Operations Coordinator | Nov 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)
| Name | Role | Location |
|---|---|---|
| Senior Portfolio Manager | West Hartford, CT , United States | |
| 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 |
| 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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