![Karen Ann Dootson](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Karen Ann Dootson
Portföljförvaltare-Aktier på
YHB Investment Advisors, Inc.
Profil
Ms. Karen A. Dootson is a Senior Portfolio Manager at YHB Investment Advisors, Inc. She joined YHB in January 2009 as an Assistant Portfolio Manager.
She has over 20 years of analysis, accounting and investment experience.
Previously employed at CIGNA, Ms. Dootson gained experience in the Retirement and Investment Services Division, working with company-sponsored retirement plans, defined benefit and defined contribution pension plans and related investment portfolios.
Ms. Dootson is a graduate of Eastern Connecticut State University with a B.S.
degree in Business Administration/Accounting.
She also earned an Associate Degree from Bay Path College in Marketing.
She has passed the FINRA Series 65 exam and is a Registered Investment Advisor Representative in the State of Connecticut.
Aktiva positioner av Karen Ann Dootson
| Företag | Position | Start |
|---|---|---|
YHB Investment Advisors, Inc.
 YHB Investment Advisors, Inc. Investment ManagersFinance YHB is a long-term investor that takes a team approach to investing and leverage their portfolio managers’ diverse backgrounds and experience. The firm uses stringent standards of research and analysis to identify and select the individual stocks and bonds in which they invest. This process enables them to create personalized and transparent investment portfolios that reflect their clients' risk tolerance and preferences. | Portföljförvaltare-Aktier | 2009-01-01 |
Tidigare kända positioner av Karen Ann Dootson
| Företag | Position | Slut |
|---|---|---|
ALTANA Pharma US, Inc.
 ALTANA Pharma US, Inc. Pharmaceuticals: MajorHealth Technology Develops and markets respiratory and gastrointestinal products | Företagsledare/Principal | 2006-12-01 |
Cigna Holding Co.
 Cigna Holding Co. Life/Health InsuranceFinance Operates as a holding company whose subsidiaries provides health insurance, managed care, retirement products and individual financial services | Företagsledare/Principal | - |
Karen Ann Dootsons utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
27
Första gradens relationer
4
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 4 |
|---|---|
Cigna Holding Co.
Cigna Holding Co. Life/Health InsuranceFinance Operates as a holding company whose subsidiaries provides health insurance, managed care, retirement products and individual financial services | Finance |
YHB Investment Advisors, Inc.
YHB Investment Advisors, Inc. Investment ManagersFinance YHB is a long-term investor that takes a team approach to investing and leverage their portfolio managers’ diverse backgrounds and experience. The firm uses stringent standards of research and analysis to identify and select the individual stocks and bonds in which they invest. This process enables them to create personalized and transparent investment portfolios that reflect their clients' risk tolerance and preferences. | Finance |
Eastern Connecticut State University
 Eastern Connecticut State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
ALTANA Pharma US, Inc.
ALTANA Pharma US, Inc. Pharmaceuticals: MajorHealth Technology Develops and markets respiratory and gastrointestinal products | Health Technology |
