![Paul Roger Martel](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
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
Companies | Position | Start |
---|---|---|
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. | Founder | 1988-12-31 |
Former positions of Paul Roger Martel
Companies | Position | End |
---|---|---|
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 | - |
Training of Paul Roger Martel
University of Connecticut | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
Members of the board
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Linked companies
Private companies | 3 |
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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. | Finance |
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 |
Healing the Children |
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