Sign In
Get Clay Free →

Suggestions

    Matthew Manning

    COO & Senior Portfolio Manager, YHB Investment Advisors

    Matthew Manning is a key executive at YHB Investment Advisors, Inc., holding the position of Chief Operating Officer (COO) and Senior Portfolio Manager.12 He is based in West Hartford, CT, and brings significant experience to his role at the firm.3

    Professional Background

    Manning has been with YHB Investment Advisors for several years, demonstrating a career progression within the company. Prior to his current position as COO, he was promoted to senior portfolio manager in 20185, indicating his expertise in financial management and investment strategies.

    Education

    Matthew Manning is an alumnus of Villanova University2, which likely provided him with a strong foundation in business and finance.

    Responsibilities and Expertise

    As COO and Senior Portfolio Manager, Manning's role likely encompasses:

    • Overseeing daily operations of the firm
    • Managing client portfolios
    • Developing investment strategies
    • Contributing to the firm's overall business strategy

    His expertise extends to areas such as:

    • Financial planning
    • Asset allocation
    • Investment selection and execution
    • Portfolio review and management

    Professional Engagements

    Manning is actively involved in industry events and community outreach. For example, in January 2023, he participated as a panel speaker for the Greater New Britain Chamber of Commerce's Economic Outlook event4, showcasing his knowledge and insights on economic trends and their impact on investments.

    Matthew Manning's LinkedIn profile can be found under the username tmatthewmanning2, where more details about his professional background and accomplishments may be available.

    Highlights

    DiMartino, Manning promoted at YHB Investment Advisors
    DiMartino, Manning promoted at YHB Investment Advisors

    Related Questions

    What are Matthew Manning's main responsibilities as COO at YHB Investment Advisors?
    How long has Matthew Manning been with YHB Investment Advisors?
    What is Matthew Manning's educational background?
    What notable projects has Matthew Manning worked on at YHB Investment Advisors?
    How has Matthew Manning contributed to the company's growth?
    Matthew Manning
    Matthew Manning, photo 1
    Matthew Manning, photo 2
    Add to my network

    Location

    West Hartford, Connecticut, United States