Investment Solutions
to Achieve Client Goals

Expertise Navigating Diverse Markets

 

At SBH, we leverage our proprietary investment research, deep industry experience, and long-tenured investment team to provide portfolio solutions for an array of investors including financial intermediaries and institutions. Clients benefit from our investment expertise through a process that has been tested in almost every market environment. 

Our Core Purpose

Our purpose is to exceed our clients’ expectations by helping them realize their long-term investment goals across complex market environments and by delivering a customized, high-touch service experience. The result is long-lasting relationships with our clients built on trust. 

$23.8 Billion

in assets under management/assets under advisement.*

29 Years

Providing customized investment solutions to help clients achieve their goals.

25+ Years​

Average years of experience for portfolio managers.

67%

Percentage of investment professionals that are CFA® charterholders.**

*Data as of June 30, 2023. Model UMA assets of $520.1 million are included in the AUA portion of the AUM/AUA total as of June 30, 2023. Corient Private Wealth assets of $6.71 billion are included in the AUM portion.

**CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Values

Integrity

As stewards of our clients' capital, we hold ourselves to the highest ethical standards.

Trust

Clients trust us to manage their assets which is a privilege and a responsibility.

Humility

We embrace new ideas, learn from experiences, and improve for our clients.

Curiosity

Our persistent desire to learn and "know more" helps us achieve our clients' goals.

Inclusion

Our firm and clients benefit from an empowered and diverse culture.

Leadership

SBH’s senior leadership team consists of many of the firm’s most seasoned professionals, each with deep expertise in their respective field.

C_Goldhaber

Carolyn B. Goldhaber

President
Ralph_Segall

Ralph M. Segall, CFA, CIC

Chief Investment Officer
P_Lythberg

Paul A. Lythberg

Chief Operating Officer/
Chief Compliance Officer
Jasper_F

Jasper R. Frontz, CFA, CPA

Chief Compliance Officer of SBH Funds
J_Washburn

Joan L. Washburn

Chief Financial Officer
M_Rewey

Mark W. Rewey

Director of Marketing & Business Development

SBH in the Community

We are proud to take an active role in the communities where we live and work.

From reading to schoolchildren, to hosting college career days, to helping maintain public green spaces, SBH employees volunteer their time and offer support to a range of organizations. We strive to make a strong impact on our communities today and for future generations.

Below are some examples of organizations and programs that we support.

First Generation Investors

First Generation Investors teaches high school students in underserved communities the power of investing and brings classroom lessons to life by providing students real money to invest. For more information, visit their website.

SBH College Career Day

SBH College Career Day is designed to provide college students with insights into the investment management industry through presentations from and dialogue with SBH professionals from across the firm.

Chicago CRED

Chicago CRED is a Chicago-based organization committed to stopping the cycle of violence in Chicago by helping at-risk youth. For more information, visit their website.

WIIIN – Women in Institutional Investments Network

Women in Institutional Investments Network is a forum for women in investing that emphasizes strengthening relationships and encouraging dialogue to empower women. For more information, visit their website.

Corporate Work Study Program

The Corporate Work Study Program is a shared program of Christ the King Jesuit College Prep and Cristo Rey Jesuit High School. Working with SBH and other Chicago-area employers, students gain valuable work experience to help them succeed in college and beyond.

Kids First Chicago

Kids First Chicago strives to "empower communities and families to identify, navigate, and advocate for high-quality public schools for their kids—with clear and transparent information." For more information, visit their website.

Working in the Schools (WITS)

The Workplace Mentoring Program of Working in the Schools (WITS) promotes literacy and the love of reading among Chicago’s youth by providing one-on-one tutoring and mentoring. For more information, visit their website.

Reading Partners

The mission of Reading Partners is to help children become lifelong readers by empowering communities to provide individualized instruction with measurable results. For more information, visit their website.

Evanston Community Foundation

The mission of the Evanston Community Foundation is to “help Evanston thrive now and forever as a vibrant, inclusive, and just community.” For more information, visit their website.

Ronald McDonald House of Charities® of Chicagoland & Northwest Indiana (RMHC-CNI)

The mission of RMHC-CNI is to care for families of children with complex medical needs. RMHC-CNI keeps families of hospitalized children together in a "home away from home." For more information, visit their website.

Youth Job Center

The mission of the Youth Job Center (YJC) is to “equip youth and young adults with the skills and confidence they need to get a job and pursue a career.” For more information, visit their website.

Openlands

Openlands protects the natural and open spaces of northeastern Illinois and the surrounding region to help ensure cleaner air and water, and to protect natural habitats and wildlife. For more information, visit their website.

Chicago Foundation for Women

The mission of the Chicago Foundation for Women is to “invest in women and girls as catalysts, building strong communities for all.” For more information, visit their website.

By clicking on any of the above links, you’ll leave this site and go to a third-party website. Segall Bryant & Hamill is not affiliated with these organizations, does not control the content or privacy practices of these websites and does not accept responsibility for the content, policies, activities, products or services offered on the site.

Diversity, Equity & Inclusion

At Segall Bryant & Hamill, we know the power of diversification is not restricted to financial portfolios. We are committed to a culture that continuously champions diversity in all its forms, ensures equity, inspires inclusion, and safeguards fair accessibility. This is based on our belief that people should be treated with respect. As a result, SBH both welcomes and desires team members across gender and sexual identities, race and ethnicities, religious beliefs and diverse abilities. 

Mission

We strive to foster a diverse and inclusive environment where individuals from varied backgrounds are brought together, supported, and valued.

Vision

We seek to be leaders in the bold march toward change and accountability for Diversity, Equity & Inclusion in the asset management industry.

Commitment

We are committed to a culture that continuously champions diversity, ensures equity, inspires inclusion, and safeguards fair accessibility.

Contact an Advisor Solutions team member to learn more

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We’d love to hear from you and answer any questions you may have about Segall Bryant & Hamill.  You can reach us by submitting this form, by calling (800) 836-4265, or by emailing us at contactus@sbhic.com. We look forward to hearing from you.

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