Profile
Prior to joining YHBIA, Mr. Pelosi was a Vice President and principal at Halsey Associates, Incorporated.
Prior to that, he was a Senior Vice President and Senior Fund Manager at Columbia Management Group, the investment management subsidiary of Bank Of America, where he and his team was responsible for the management of the Nations Strategic Growth Fund, the Columbia Large Cap Core Fund, and a model portfolio that directed institutional portfolios aggregating several billion dollars.
Mr. Pelosi also managed portfolios for institutions and individuals aggregating more than one billion dollars.
He was a member of the firm’s equity strategy committee from 1994 to 2000.
Mr. Pelosi earned his bachelor's of science degree in finance and his MBA, both magna cum laude, from the University of Connecticut .
He is a member of the Hartford Society of Security Analysts.
Former positions of Mike R. Pelosi
| Companies | Position | End |
|---|---|---|
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. | Portfolio Manager-Equities | 31/12/2011 |
Halsey Associates, Inc.
 Halsey Associates, Inc. Investment ManagersFinance Halsey Associates, Inc. is a wealth management firm headquartered in New Haven, Connecticut. Founded by Ralph W. Halsey, Jr. in 1967, the firm is a subsidiary of The Washington Trust Co. of Westerly, which is owned by Washington Trust Bancorp, Inc. (NASDAQ: WASH). Halsey Associates provides comprehensive investment counseling services to high net-worth families, corporations, foundations and endowment clients. | Portfolio Manager-Equities | 30/09/2008 |
Columbia Management Advisors, Inc.
 Columbia Management Advisors, Inc. Investment ManagersFinance Columbia Management Group, Inc. provides asset management services. The company administers discretionary investment accounts for corporations, foundations, pension and benefit plans and endowments. The company also assists in tax and estate planning and portfolio management for high-net-worth individuals. Columbia Management Group is headquartered in Boston, MA | Portfolio Manager-Equities | 31/12/2005 |
Training of Mike R. Pelosi
| University of Connecticut | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Columbia Management Advisors, Inc.
Columbia Management Advisors, Inc. Investment ManagersFinance Columbia Management Group, Inc. provides asset management services. The company administers discretionary investment accounts for corporations, foundations, pension and benefit plans and endowments. The company also assists in tax and estate planning and portfolio management for high-net-worth individuals. Columbia Management Group is headquartered in Boston, MA | Finance |
Halsey Associates, Inc.
Halsey Associates, Inc. Investment ManagersFinance Halsey Associates, Inc. is a wealth management firm headquartered in New Haven, Connecticut. Founded by Ralph W. Halsey, Jr. in 1967, the firm is a subsidiary of The Washington Trust Co. of Westerly, which is owned by Washington Trust Bancorp, Inc. (NASDAQ: WASH). Halsey Associates provides comprehensive investment counseling services to high net-worth families, corporations, foundations and endowment clients. | 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 |
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