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Linda Morel

Linda Morel

Vice President and Senior Portfolio Manager at YHB Investment Advisors, Inc.

West Hartford, CT , United States

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

OrganizationRoleDate RangeDetails
YHB Investment Advisors, Inc.Vice President and Senior Portfolio ManagerJan 2013 to Present

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
Hillary Landen
Hillary Landen
Portfolio ManagerGreat Falls, VA , 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
Nate C.
Nate C.
Portfolio AnalystBloomfield, CT , United States

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