Kate Foley Senior Portfolio Administrator

Kate has been supporting YHB and its clients since its inception in 1989.  She has been an integral part of all aspects of YHB’s client service processes but particularly valuable in the administration, maintenance and integrity of our Advent recordkeeping system.

With over $1 billion under management, the complexity of the securities owned and the related activity, transactions, pricing, mergers, gifting, etc. is an operation that Kate has mastered over many years.  Her broad industry knowledge, attention to detail, and her commitment to client service have set a high standard at YHB.

Jenny Gordon Senior Portfolio Administrator

Jenny has been at YHB since 1996 as a Senior Portfolio Administrator supporting the Portfolio Managers on client initiatives.

She began her career at CT National Bank in the Municipal Finance Department and also worked at Roosevelt and Cross in the fixed income area. Jenny brings great expertise to the firm and has developed many great client relationships in working to help with their needs.

Diane Bennett Senior Portfolio Administrator

Diane joined YHB in 2009. Prior to joining the firm, she spent 5 years with a small investment advisory firm as the office and operations manager.

Diane also had many years of experience in various lines of business in the corporate insurance industry. She enjoys her role in assisting clients in their financial needs and also assists in compliance work at the firm. Diane is a graduate of St. Joseph College.

Michelle DiMartino Chief Compliance Officer & Senior Portfolio Administrator

Michelle has over 25 years of financial reporting experience. Michelle has a Bachelor of Science Degree in Accounting and passed the CPA exam.

She also has a Master’s Degree in Human Development and Gerontology. Michelle serves on the board of the North Central Area Agency on Aging and has volunteered in a number of service organizations.

Heera Syeda Portfolio Administrator

Heera joined YHB in 2015 and is a graduate of the University of Connecticut.

Prior to joining the YHB team she worked in retail banking. She works diligently to meet the needs of our clients and the portfolio management team.

Renee Zerio Portfolio Administrator

Renee spent the majority of her career at CIGNA before joining YHB.

She was an Executive Assistant for senior management in the healthcare, individual financial services and investment divisions of a national financial services company. She brings with her many great skills to assist in the handling of client accounts.

Melissa O’Donnell Portfolio Administrator

Melissa joined YHB in 2016 as a Portfolio Administrator. A California native, Melissa began her career as a small business and personal account representative at a local bank.

Prior to joining YHB, she worked at a regional accounting firm as a seasonal tax preparer. Melissa graduated with a degree in English from Brigham Young University-Hawaii.

Meet the Rest of the Team

Portfolio Managers

Our investment culture encourages collaboration across the broad spectrum of disciplines. We believe teamwork leads to better ideas and results.

Portfolio Administrators

Our Portfolio Administrators work with our clients in a friendly and respectful manner to simplify the complex day-to-day record keeping, reporting and cashiering involved in managing and utilizing one’s wealth.

Administrative Support

Our administrative staff supports the entire YHB team. They are responsible for the behind the scenes work ensuring the success of our firm for our clients.