Paul Roger Martel

Paul Roger Martel

Founder at YHB Investment Advisors, Inc.

Finance
Consumer Services

Profile

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.

Paul Roger Martel active positions

CompaniesPositionStart
Founder 1988-12-31
All active positions of Paul Roger Martel

Former positions of Paul Roger Martel

CompaniesPositionEnd
Healing the Children President -
Corporate Officer/Principal -
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Training of Paul Roger Martel

University of Connecticut Undergraduate Degree

Experiences
Positions held

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Inactive

Listed companies

Private companies

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Connections

21

1st degree connections

4

1st degree companies

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Female

Members of the board

Executives

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Linked companies

Private companies3

Finance

Finance

Healing the Children

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