Our Team Portfolio Administration

Kate has been supporting YHB and its clients since its inception in 1989.  She has been an integral part of all aspects of YHB’s client service processes but particularly valuable in the administration, maintenance and integrity of our Advent recordkeeping system.

With over $1 billion under management, the complexity of the securities owned and the related activity, transactions, pricing, mergers, gifting, etc. is an operation that Kate has mastered over many years.  Her broad industry knowledge, attention to detail, and her commitment to client service have set a high standard at YHB.

Jenny has been at YHB since 1996 as a Senior Portfolio Administrator supporting the Portfolio Managers on client initiatives.

She began her career at CT National Bank in the Municipal Finance Department and also worked at Roosevelt and Cross in the fixed income area. Jenny brings great expertise to the firm and has developed many great client relationships in working to help with their needs.

Diane joined YHB in 2009. Prior to joining the firm, she spent 5 years with a small investment advisory firm as the office and operations manager.

Diane also had many years of experience in various lines of business in the corporate insurance industry. She enjoys her role in assisting clients in their financial needs and also assists in compliance work at the firm. Diane is a graduate of St. Joseph College.

Michelle has over 25 years of financial reporting experience. Michelle has a Bachelor of Science Degree in Accounting and passed the CPA exam.

Michelle also has a Master’s Degree in Human Development and Gerontology. She has volunteered in a number of service organizations, and recently completed six years on the Board of Directors for the North Central Area Agency on Aging.

Heera joined YHB in 2015 and is a graduate of the University of Connecticut.

Prior to joining the YHB team she worked in retail banking. She works diligently to meet the needs of our clients and the portfolio management team.

Renee spent the majority of her career at CIGNA before joining YHB.

She was an Executive Assistant for senior management in the healthcare, individual financial services and investment divisions of a national financial services company. She brings with her many great skills to assist in the handling of client accounts.

Melissa joined YHB in 2016 as a Portfolio Administrator. A California native, Melissa began her career as a small business and personal account representative at a local bank.

Prior to joining YHB, she worked at a regional accounting firm as a seasonal tax preparer. Melissa graduated with a degree in English from Brigham Young University-Hawaii.

Barbara joined YHB in November 2016. She has many years of human resources, marketing, office management and administration experience. Prior to joining YHB, she held strategic and hands-on roles in the not-for-profit sector.

Barbara graduated from Pace University and is a dedicated and enthusiastic community volunteer.

Traci joined YHB in April 2017. She graduated from Brigham Young University – Idaho with a general studies degree. Traci received her Certified Nursing Assistance license and has spent time as a home health aide.

Traci loves to volunteer and enjoys helping others.

Mike joined YHB in August 2021. Mike graduated from Endicott College with a BS in Finance in 2019. While in college, he held intern roles for the South Windsor Chamber of Commerce, Freedom Mortgage and Brightcove Inc. After graduation, he took a job with Pershing LLC in Lake Mary, FL. He was an associate in Global Trade Processing. He assisted clients with international trade processing inquiries to ensure trades were settled timely. He also provided demos and training with clients on numerous applications within NetX360. He has passed the FINRA series 7 and 99 exams.