Karen Dootson

Karen Dootson is a Senior Portfolio Manager at YHB Investment Advisors, Inc., based in West Hartford, CT. She has over 20 years of experience in investment management, accounting, and financial analysis, and is responsible for portfolio construction, asset allocation, and ongoing investment oversight for individual, corporate, and nonprofit clients. Her role involves providing strategic investment recommendations, executing securities transactions, and offering guidance on retirement and estate planning matters.

Karen specializes in managing diversified portfolios across a range of asset classes, including equities, fixed income, and alternative investments. She has particular expertise in tailoring investment strategies for clients with complex financial needs, such as retirement planning, charitable giving, and trustee services. Her approach emphasizes disciplined risk management and long-term wealth preservation.

Prior to her current position, Karen advanced through several roles at YHB Investment Advisors, serving as Portfolio Manager and Assistant Portfolio Manager. She holds a BS in Business - Accounting from Eastern Connecticut State University and an AS in Marketing and Retail from Bay Path University. Karen is a trusted advisor known for her analytical rigor and commitment to client education, contributing to YHB’s reputation for thoughtful, client-focused investment management.