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Nate C.

Nate C.

Portfolio Analyst at YHB Investment Advisors, Inc.

Bloomfield, CT , United States

About

Nate Chandler serves as a Portfolio Analyst at YHB Investment Advisors, Inc. in Bloomfield, CT, where he joined the firm in 2023. In this role, he contributes to the firm's bond and equity research and provides analytical support to the portfolio managers, focusing on both fixed income and equity asset classes. His investment coverage includes fundamental analysis and recommendations for securities within diversified sectors to help drive client portfolio performance.

Nate began his career at ALDI USA, where he held positions as a Warehouse Selector and later as a Perishable Selector Trainer, roles that developed his organizational and analytical abilities. After transitioning from operations to finance, he completed his Bachelor of Science in Finance from Central Connecticut State University in 2023.

During his academic tenure, Nate participated in the CFA Research Challenge, further honing his skills in investment analysis and security valuation. At YHB, he is recognized for supporting equity and bond selection through rigorous research, fostering portfolio strategy for both individual and institutional clients, and contributing to the firm’s commitment to personalized investment management.

Career History

OrganizationRoleDate RangeDetails
YHB Investment Advisors, Inc.Portfolio AnalystJun 2023 to Present
ALDI USAPerishable Selector TrainerAug 2022 to Nov 2022
ALDI USAWarehouse SelectorJun 2021 to Aug 2022
UberDriverFeb 2020 to Mar 2020
UPSSupervisorOct 2018 to Feb 2020
Responsible for training, developing and holding workgroups responsible for safety, production and attendance.
American Income Life Insurance CompanySupervising AgentAug 2015 to Aug 2016
Responsible for business to consumer sales, training and development of new agents, as well as maintaining a positive image for the company.

Education

Central Connecticut State University

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
Linda Morel
Linda Morel
Vice President and Senior Portfolio ManagerWest Hartford, CT , United States

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