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Hillary Landen

Hillary Landen

Portfolio Manager at YHB Investment Advisors, Inc.

Great Falls, VA , United States

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

OrganizationRoleDate RangeDetails
YHB Investment Advisors, Inc.Portfolio ManagerJan 2023 to Present
YHB Investment Advisors, Inc.Assistant Portfolio ManagerJan 2022 to Present
T.M. Wealth ManagementClient AssociateJan 2019 to Jan 2022
Bull Run Financial Group, LLCDirector of First ImpressionDec 2017 to Jan 2019
SLEEP CLINICS OF AMERICA, INC/Arima Health, INCChief Operating OfficerJan 2015 to Mar 2016
UBSWealth Planning AnalystFeb 2014 to Dec 2014
Wells Fargo AdvisorsFinancial Advisor and BankerMay 2010 to Feb 2014

Education

Longwood University

Bachelor of Business Administration - BBA, Finance, General

2004 2009

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
H
Hilary Pohley
Portfolio ManagerWest Hartford, CT , 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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