Advisor Solutions
Advisor Solutions

Experienced Advisor Solutions Team

For more than 20 years, SBH has been working to serve institutional clients. Our firm has expertise across all aspects of investment management, and members of our investment teams have an average of more than 26 years of experience. SBH is an independent investment firm with substantial employee ownership, resulting in stable teams with a focus on long-term success for our clients.



"Our competitive advantage is highly credentialed, experienced research analysts following a disciplined, repeatable investment process."

-Philip L. Hildebrandt, CFA Principal, Chief Executive Officer

Contact Us

Contact Us

Client Service

markrewey

Mark W. Rewey

Principal, Director of Marketing & Business Development

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Mike_Spitz_headshot

Michael R. Spitz

Director, National Accounts/Retail Distribution

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robinfujimoto

Robin D. Fujimoto

Director, Marketing & Business Development

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Ryan_Johnston_headshot

Ryan J. Johnston, CMFC

Director, National Accounts/Retail Distribution

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Paul_Laffrenzen_headshot

Paul A. Laffrenzen

Director, Internal Business Development

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Fixed Income

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jamesdadura

James D. Dadura, CFA

Principal, Director of Fixed Income

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Troy_headshot1

Troy A. Johnson, CFA

Principal, Director of Fixed Income Research

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Nick_Foley_headshot

Nicholas J. Foley

Senior Portfolio Manager

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Kenneth_Harris_headshot

Kenneth A. Harris, CFA

Principal, Senior Portfolio Manager

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Darren_Hewitson_headshot

Darren G. Hewitson, CFA

Principal, Senior Portfolio Manager

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gregoryhosbein

Gregory C. Hosbein, CFA

Principal, Senior Portfolio Manager

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Gregory_Shea_headshot

Gregory M. Shea, CFA

Principal, Senior Portfolio Manager

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michaeldiehl

Michael R. Diehl, CFA

Portfolio Manager

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amoussou_maergrethe-thumb

Maergrethe F. Amoussou, CFA

Senior Fixed Income Analyst

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nickdetchev

Nick N. Detchev, CFA

Senior Fixed Income Analyst

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Steve_Kindred_headshot

Steven G. Kindred, CFA, CPA

Senior Fixed Income Analyst

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William_Oh_headshot

William S. Oh, CFA, FRM

Senior Securitized Analyst

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jessekallman

Jesse T. Kallman

Fixed Income Analyst

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Steven-Hilz-thumbnail

Steven R. Hilz, CFA

Fixed Income Analyst

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Drew_Conrad_headshot

Drew D. Conrad, CFA

Head Fixed Income Trader

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Domestic Equity

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All Cap/Mid Cap

ralphsegall

Ralph M. Segall, CFA, CIC

Principal, Chief Investment Officer

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sureshrajagopal

Suresh Rajagopal, CFA

Principal, Director of All/Mid Cap Strategies

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youngim

Young B. Im, CFA, CPA

Senior Equity Analyst

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David_Reeder_Headshot_preview

David M. Reeder, CFA, CPA

Senior Equity Analyst

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christopherschweitzer

Christopher P. Schweitzer, CFA

Principal, Senior Equity Analyst

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williambarritt

William J. Barritt, CFA

Equity Analyst

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Domestic Equity

Small Cap

markdickherber

Mark T. Dickherber, CFA, CPA

Principal, Director of Small Cap Strategies

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Shaun_Nicholson_headshot

Shaun P. Nicholson

Principal, Senior Portfolio Manager

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jeffreypaulis

Jeffrey C. Paulis, CFA

Principal, Senior Portfolio Manager

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zacharyrosenstock

Zachary T. Rosenstock, CFA

Senior Equity Analyst

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erichines

Eric D. Hines, CFA

Equity Analyst

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Domestic Equity

Dividend Value

Derek_Anguilm_headshot

Derek R. Anguilm, CFA

Principal, Director of Dividend Value Strategies

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Mark_Adlemann_headshot

Mark M. Adelmann, CFA, CPA

Principal, Senior Portfolio Manager

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Lisa_Ramirez_headshot

Lisa Z. Ramirez, CFA

Principal, Senior Portfolio Manager

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Alex_Ruehle_headshot

Alex A. Ruehle, CFA

Principal, Senior Portfolio Manager

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Seth_headshot1

Seth Miller, CFA

Senior Equity Analyst

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Guangyan_Qin_headshot

Guangyan (Yan) Qin, CFA

Senior Equity Analyst

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Robbie_Steiner_headshot

Robbie A. Steiner, CFA

Senior Equity Analyst

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Domestic Equity

Small Cap Growth

Brian_Fitzsimons_headshot

Brian C. Fitzsimons, CFA

Principal, Director of Small Cap Growth Strategies

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Mitch_Begun_headshot_preview

Mitch S. Begun, CFA

Principal, Senior Portfolio Manager

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Mark_Truelsen_headshot

Mark S. Truelsen, CFA

Senior Equity Analyst

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International/Global

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scottdecatur

Scott E. Decatur, Ph.D.

Principal, Director of Quantitative International Strategies

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nicholasfedako

Nicholas C. Fedako, CFA

Principal, Senior Portfolio Manager

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tariqkhan

Tariq Khan

Quantitative Equity Analyst

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Shawn Curry

Shawn Curry, CFA, CIPM

Quantitative Equity Analyst

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International/Global

Fundamental International Equity

John_Fenley_headshot

John C. Fenley, CFA

Principal, Director of Fundamental International Strategies

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Ryan_Deliefde_headshot

Ryan J. Deliefde, CFA, CPA

Senior Equity Analyst

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Rico_Fung_headshot

Rico Fung

Equity Analyst

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Equity Trading

gordongary

Gordon S. Gary

Head Equity Trader

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elsiabrizuela

Elisa Brizuela

Senior Equity Trader

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Georgene_Pedrie_headshot

Georgene L. Pedrie

Senior Equity Trader

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cherylwoodcock

Cheryl A. Woodcock

Senior Equity Trader

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