![Paul Roger Martel](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Paul Roger Martel
Oprichter bij YHB Investment Advisors, Inc.
Profiel
Mr. Paul R.
Martel is a President at YHB Investment Advisors, Inc. He is a Founder of YHBIA.
He manages client portfolios and also serves as Trustee for many clients and their families.
He was also the founder in 2013 of YHB Charitable Endowment, Inc.
Prior to establishing YHBIA, Mr. Martel was a vice president of CIGNA, a major multi-line insurer and provider of investment products and services.
In their Individual Financial Division, he was responsible for the education of CIGNA staff and field force on investment issues, portfolio management, goal setting, and the role and use of investment securities.
In this capacity, he designed and evaluated hundreds of individual and pension investment portfolios.
He began his investment career in 1978 spending five years with a leading Wall Street firm where he gained broad experience in the stock and bond markets.
Mr. Martel received his undergraduate degree from the University of Connecticut.
Actieve functies van Paul Roger Martel
Bedrijven | Functie | Begin |
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YHB Investment Advisors, Inc.
![]() YHB Investment Advisors, Inc. Investment ManagersFinance YHB Investment Advisors, Inc. (YHB) is a SEC-registered investment advisor headquartered in West Hartford, Connecticut. The firm was founded by Paul Martel in 1989. YHB offers client-centric investment management services for individuals, families, institutions, and nonprofit organizations. | Oprichter | 01-01-1989 |
Eerdere bekende functies van Paul Roger Martel
Bedrijven | Functie | Einde |
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Healing the Children | President | - |
Cigna Holding Co.
![]() Cigna Holding Co. Life/Health InsuranceFinance Cigna Holding Co. engages in the provision of medical, dental, disability, life and accident insurance, and related products and services to businesses, governmental and non-governmental organizations, and individuals, through its subsidiaries. The company was founded in 1981 and is headquartered in Bloomfield, CT. | Corporate Officer/Principal | - |
Opleiding van Paul Roger Martel
University of Connecticut | Undergraduate Degree |
Ervaring
Beklede functies
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Inactief
Beursgenoteerde bedrijven
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Eerstegraads connecties
Bedrijven verbonden in de eerste graad
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Vrouw
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Verwante bedrijven
Bedrijven in privébezit | 3 |
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Cigna Holding Co.
![]() Cigna Holding Co. Life/Health InsuranceFinance Cigna Holding Co. engages in the provision of medical, dental, disability, life and accident insurance, and related products and services to businesses, governmental and non-governmental organizations, and individuals, through its subsidiaries. The company was founded in 1981 and is headquartered in Bloomfield, CT. | Finance |
YHB Investment Advisors, Inc.
![]() YHB Investment Advisors, Inc. Investment ManagersFinance YHB Investment Advisors, Inc. (YHB) is a SEC-registered investment advisor headquartered in West Hartford, Connecticut. The firm was founded by Paul Martel in 1989. YHB offers client-centric investment management services for individuals, families, institutions, and nonprofit organizations. | Finance |
Healing the Children |