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Our Team

Teamwork Leads to Better Ideas and Results

Teamwork Leads to Better Ideas and Results

We became financial professionals because we repeatedly saw friends and family struggling to find the help they needed to map out their financial future. We can help people better prepare for the future with our understanding of personal finance, coupled with our training as financial professionals. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We are committed to our community. 

Services

Services

For individual, corporate, and non-profit clients:  YHB offers education around basic investment concepts; recommendations for target allocation and asset types; recommendation, selection, and execution of securities; ongoing portfolio review and management; access to the YHB Charitable Endowment, ongoing availability for questions on investment markets and strategies.  We also offer retirement planning, assistance with estate planning, and certain individual portfolio managers are available to offer trustee services. 

For 401(k) and profit-sharing plan clients: we offer investment policy guideline preparation, selection of investment vehicles, monitoring investment performance, and employee communications. 

Our business is built on a foundation of thoughtful client relationships.

“We believe we provide the breadth of experience of a large firm but are small enough to give customized attention and service to our clients.”

Meet Our Investment Professionals

Mark Everette

Mark Everette, CPA, CFA

Chief Executive Officer

Linda Morel

Linda Morel

Vice President & Senior Portfolio Manager

Anne Space

Anne Space, CFA

Vice President & Senior Portfolio Manager

Matt Manning

Matt Manning

Chief Operating Officer & Senior Portfolio Manager

Dennis Hannigan

Dennis Hannigan, CFA

Chief Investment Officer

Jessica Kott

Jessica Kott, CFP

Senior Portfolio Manager

Karen Dootson

Karen Dootson

Senior Portfolio Manager

Diane Daley

Diane Daley

Senior Portfolio Manager

Judy Havard

Judy Havard, CFA

Senior Portfolio Manager

Elisha Defeo

Elisha Defeo

Senior Portfolio Manager

Byron Nilsson

Byron Nilsson

Portfolio Manager

Hilary Pohley

Hilary Pohley

Portfolio Manager

Hillary Landen

Hillary Landen

Portfolio Manager

Lori Coleman

Lori Coleman

Assistant Portfolio Manager

Jared Madden

Jared Madden

Assistant Portfolio Manager

Massimo (Max) Eichner

Massimo (Max) Eichner

Senior Portfolio Analyst

Ryan Coursey

Ryan Coursey

Portfolio Analyst