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About
Hillary Landen is a Portfolio Manager at YHB Investment Advisors, Inc., where she manages investment portfolios for individual, corporate, and non-profit clients. Her role involves asset allocation, portfolio review, selection and execution of securities, and providing ongoing investment strategy guidance. She is based in the firm's West Hartford, CT office and collaborates closely with colleagues to support client objectives and education in personal finance.
Landen joined YHB Investment Advisors, Inc. as an Assistant Portfolio Manager in January 2022 and was promoted to Portfolio Manager in early 2023. Prior to joining YHB, she worked with T.M. Wealth Management in Northern Virginia, where she gained experience as a Client Associate focusing on client service and investment operations. Her career to date demonstrates a solid background in wealth management and client advisory within the high-net-worth and non-profit sectors.
She holds a Bachelor of Business Administration in Finance from Longwood University, which underpins her expertise in asset management and financial analysis. Landen specializes in developing tailored investment strategies across multiple asset classes, including equities, fixed income, and charitable endowment portfolios. Her client-focused approach and commitment to financial education distinguish her contributions within the investment management industry.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| YHB Investment Advisors, Inc. | Portfolio Manager | Jan 2023 to Present | — |
| YHB Investment Advisors, Inc. | Assistant Portfolio Manager | Jan 2022 to Present | — |
| T.M. Wealth Management | Client Associate | Jan 2019 to Jan 2022 | — |
| Bull Run Financial Group, LLC | Director of First Impression | Dec 2017 to Jan 2019 | — |
| SLEEP CLINICS OF AMERICA, INC/Arima Health, INC | Chief Operating Officer | Jan 2015 to Mar 2016 | — |
| UBS | Wealth Planning Analyst | Feb 2014 to Dec 2014 | — |
| Wells Fargo Advisors | Financial Advisor and Banker | May 2010 to Feb 2014 | — |
Education
Longwood University
Bachelor of Business Administration - BBA, Finance, General
2004 — 2009
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 |
H Hilary Pohley | Portfolio Manager | West Hartford, CT , 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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