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Anne Agonis Space
Directeur Général chez
YHB Investment Advisors, Inc.
Profil
Ms. Anne A. Space, CFA MBA, is a Chief Executive Officer at YHB Investment Advisors, Inc. She assumed leadership at the firm upon becoming the Chief Executive Officer in 2024.
Ms. Space began her career in investments in 2001, as a Commercial Mortgage Analyst at CIGNA Investment Management.
Before joining YHB as a Senior Portfolio Manager in 2018, she was a Director of Asset Management at UBS Real Estate & Private Markets, where she managed U.S.-based investments held in various open-end real estate equity and debt funds.
Ms. Space also worked as an Assistant Vice President in real estate investments at Hartford Investment Management Company, a division of The Hartford, where she analyzed and sourced investments for the insurance company’s investment portfolios.
She graduated magna cum laude with a BS in Applied Economics and Management from Cornell University in Ithaca, New York.
She also earned an MBA with distinction from the Samuel Curtis Johnson Graduate School of Management at Cornell.
She is a CFA Charterholder.
Postes actifs de Anne Agonis Space
| Sociétés | Poste | Début |
|---|---|---|
YHB Investment Advisors, Inc.
 YHB Investment Advisors, Inc. Investment ManagersFinance YHB is a long-term investor that takes a team approach to investing and leverage their portfolio managers’ diverse backgrounds and experience. The firm uses stringent standards of research and analysis to identify and select the individual stocks and bonds in which they invest. This process enables them to create personalized and transparent investment portfolios that reflect their clients' risk tolerance and preferences. | Directeur Général | 01/08/2024 |
Anciens postes connus de Anne Agonis Space
| Sociétés | Poste | Fin |
|---|---|---|
Times Square Capital Management, Inc.
 Times Square Capital Management, Inc. Financial ConglomeratesFinance Provides investment services | Corporate Officer/Principal | - |
Hartford Investment Management Co.
 Hartford Investment Management Co. Investment ManagersFinance HIMCO manages investment portfolios using a balanced top-down, bottom-up investment process, with multiple levels of investment input, within a governance framework that is designed to ensure thematic consistency. They offer a wide range of asset classes and manage fixed income and alternative investment strategies. The Investment Strategy Committee (ISC) has overall responsibility for all aspects of the investment process. | Corporate Officer/Principal | - |
Formation de Anne Agonis Space
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
91
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Hartford Investment Management Co.
Hartford Investment Management Co. Investment ManagersFinance HIMCO manages investment portfolios using a balanced top-down, bottom-up investment process, with multiple levels of investment input, within a governance framework that is designed to ensure thematic consistency. They offer a wide range of asset classes and manage fixed income and alternative investment strategies. The Investment Strategy Committee (ISC) has overall responsibility for all aspects of the investment process. | Finance |
YHB Investment Advisors, Inc.
YHB Investment Advisors, Inc. Investment ManagersFinance YHB is a long-term investor that takes a team approach to investing and leverage their portfolio managers’ diverse backgrounds and experience. The firm uses stringent standards of research and analysis to identify and select the individual stocks and bonds in which they invest. This process enables them to create personalized and transparent investment portfolios that reflect their clients' risk tolerance and preferences. | Finance |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Johnson Graduate School of Management
 Johnson Graduate School of Management Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Times Square Capital Management, Inc.
Times Square Capital Management, Inc. Financial ConglomeratesFinance Provides investment services | Finance |
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