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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| YHB Investment Advisors, Inc. | Portfolio Analyst | Jun 2023 to Present | — |
| ALDI USA | Perishable Selector Trainer | Aug 2022 to Nov 2022 | — |
| ALDI USA | Warehouse Selector | Jun 2021 to Aug 2022 | — |
| Uber | Driver | Feb 2020 to Mar 2020 | — |
| UPS | Supervisor | Oct 2018 to Feb 2020 | Responsible for training, developing and holding workgroups responsible for safety, production and attendance. |
| American Income Life Insurance Company | Supervising Agent | Aug 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)
| 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 |
| Vice President and Senior Portfolio Manager | West Hartford, CT , United States |
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| Name | Role | Fund | Location |
|---|---|---|---|
| Portfolio Manager and Research Analyst | Bradley Foster & Sargent Inc/ct | Portland, ME , United States | |
| Trader | Bradley Foster & Sargent Inc/ct | Hartford, CT , United States | |
| Partner | Moneco Advisors, LLC | Harrison, NY , United States | |
| Managing Partner | Moneco Advisors, LLC | New Canaan, CT , United States | |
| Principal | Relyea Zuckerberg Hanson LLC | Stamford, CT , United States |