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Linda Morel
Vice President and Senior Portfolio Manager at YHB Investment Advisors, Inc.
About
Linda Morel serves as Vice President and Senior Portfolio Manager at YHB Investment Advisors, Inc., based in West Hartford, CT. In this role, she provides lead portfolio management, investment planning, and analytics for clients, leveraging her extensive experience to deliver tailored advisory and portfolio solutions. Her responsibilities include managing portfolios for individuals and small businesses, as well as consulting on pension and retirement investment strategies.
Linda's sector expertise spans equity and real estate investments, with a particular emphasis on pension portfolios and mortgage-backed assets. Prior to joining YHB in 2013, she spent 19 years at Cigna, ultimately serving as Vice President at Cigna Investment Management, where she was jointly responsible for a $500 million mortgage investment portfolio for pension clients and had a career foundation in real estate portfolio management and analytics.
She holds a Bachelor of Science in Business Administration with a major in Accounting from Western New England University and has passed the FINRA Series 65 exam, allowing her to operate as a Registered Investment Advisor in Connecticut. Linda is recognized for her analytical rigor and a disciplined approach to both public equity and private real estate investing, contributing significantly to customized client solutions and institutional portfolio strategies throughout her career.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| YHB Investment Advisors, Inc. | Vice President and Senior Portfolio Manager | Jan 2013 to Present | — |
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 | |
| Senior Portfolio Manager | West Hartford, CT , United States | |
R Ryan Coursey | Senior Portfolio Analyst | Boston, MA , United States |
| Portfolio Analyst | Bloomfield, CT , United States |
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