Ryan Coursey

Ryan Coursey is a Senior Portfolio Analyst at YHB Investment Advisors, Inc., based in Boston, MA. In this role, he is responsible for conducting in-depth portfolio analysis, supporting investment decision-making, and contributing to the management and optimization of client investment portfolios. Coursey collaborates with advisors and clients across individual, corporate, and non-profit accounts, providing insights into asset allocation, security selection, and ongoing portfolio performance review.

His investment focus spans across public equities and fixed income, with a particular emphasis on portfolio optimization, risk management, and client-tailored asset allocation strategies. He leverages advanced financial modeling skills and equity research expertise to identify investment opportunities and manage diversified portfolios. At YHB Investment Advisors, his coverage includes both domestic and international securities, reflecting a broad, global approach to investment solutions.

Prior to joining YHB in 2023, Ryan served as an Account Executive at Stavvy and as an Associate at Partners Capital, where he gained valuable experience in alternative investments and institutional asset management. He holds a Bachelor of Science in Finance from Bentley University, where he specialized in equity research and financial modeling, and also studied Corporate Finance at The University of Manchester. Ryan is known for his analytical rigor and for supporting the delivery of thoughtful, data-driven investment advice to a diverse client base.