Elisha Defeo

Gestionnaire de Portefeuille-Actions chez YHB Investment Advisors, Inc.

Profil

Ms. Elisha Defeo is a Senior Portfolio Manager at YHB Investment Advisors, Inc. She joined the firm in January 2018 and has over 20 years of investment experience.
Ms. Defeo began her investment career in 2000 at Morgan Stanley and was responsible for servicing and managing client investment portfolios.
Through this position, she gained extensive investment experience including stock options and executive compensation.
This position, along with her role at Northwestern Mutual, allowed her to utilize her skills in financial management and insurance planning to offer clients a holistic wealth management approach to ensure that they are meeting their financial objectives.
Ms. Defeo has a B.A.
in Business Administration from Western New England University in Springfield, MA and an MBA from Southern New Hampshire University.

Postes actifs de Elisha Defeo

Sociétés	Poste	Début
YHB Investment Advisors, Inc.	Gestionnaire de Portefeuille-Actions	01/01/2018

Formation de Elisha Defeo

Southern New Hampshire University	Masters Business Admin
Western New England University	Undergraduate Degree