![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
Portfolio Manager-Equities at
YHB Investment Advisors, Inc.
Profile
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.
Karen Ann Dootson active positions
| Companies | 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. | Portfolio Manager-Equities | 01/01/2009 |
Former positions of Karen Ann Dootson
| Companies | Position | End |
|---|---|---|
ALTANA Pharma US, Inc.
 ALTANA Pharma US, Inc. Pharmaceuticals: MajorHealth Technology Develops and markets respiratory and gastrointestinal products | Corporate Officer/Principal | 01/12/2006 |
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 | Corporate Officer/Principal | - |
Training of Karen Ann Dootson
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
17
1st degree connections
4
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 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 |
- Stock Market
- Insiders
- Karen Ann Dootson
