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Jessica Kott
Senior Portfolio Manager at YHB Investment Advisors, Inc.
About
Jessica Kott is a Senior Portfolio Manager at YHB Investment Advisors, Inc. in West Hartford, CT, where she has held this position since 2009. She oversees investment portfolios for individual and institutional clients, leveraging her experience to provide tailored asset allocation and investment strategies.
Her investment focus includes equity and fixed income markets, with particular expertise in managing diversified portfolios across sectors such as large-cap and mid-cap equities, municipal and corporate bonds, and retirement account strategies. Jessica also serves on investment committees for several Connecticut non-profits—including the Mattatuck Museum Arts and History Center, Housatonic Community College Foundation, and Girls’ Friendly Society—where she advises on endowment management and fund stewardship.
Jessica holds a B.A. in Economics from the University of Connecticut and a degree from Trinity College-Hartford. Prior to joining YHB Investment Advisors, she was a Senior Portfolio Manager with U.S. Trust/Bank of America Private Wealth Management. Her contributions to the investment industry include teaching investment courses for the Osher Lifelong Learning Institute and active volunteer work supporting financial literacy and community investment initiatives.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| YHB Investment Advisors | Senior Portfolio Manager | Oct 2009 to Present | — |
Education
The University of Connecticut
B.A., Economics
1978 — 1982
Trinity College-Hartford
Skills & Expertise
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 |
| Portfolio Manager | Great Falls, VA , 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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