Advisor Solutions

Advisor Solutions

Experienced Advisor Solutions Team

For more than 25 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 27 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

What We Offer Financial Advisors

Mark Rewey, Director of Marketing and Business Development, discusses SBH's offering for financial advisors and their clients.

Contact Us

Client Service

Mark W. Rewey

Principal, Director of Marketing & Business Development

Read Bio >>

Mike_Spitz_headshot

Michael R. Spitz

Director, National Accounts/Retail Distribution

Read Bio >>

Robin D. Fujimoto

Director, Marketing & Business Development

Read Bio >>

Ryan_Johnston_headshot

Ryan J. Johnston, CMFC

Director, National Accounts/Retail Distribution

Read Bio >>

Paul_Laffrenzen_headshot

Paul A. Laffrenzen

Director, Internal Business Development

Read Bio >>

Fixed Income

View Strategies >>

James D. Dadura, CFA

Principal, Director of Fixed Income

Read Bio >>

Troy A. Johnson, CFA

Principal, Director of Fixed Income Research

Read Bio >>

Nick_Foley_headshot

Nicholas J. Foley

Senior Portfolio Manager

Read Bio >>

Kenneth_Harris_headshot

Kenneth A. Harris, CFA

Principal, Senior Portfolio Manager

Read Bio >>

Darren_Hewitson_headshot

Darren G. Hewitson, CFA

Principal, Senior Portfolio Manager

Read Bio >>

Gregory C. Hosbein, CFA

Principal, Senior Portfolio Manager

Read Bio >>

Gregory_Shea_headshot

Gregory M. Shea, CFA

Principal, Senior Portfolio Manager

Read Bio >>

Michael R. Diehl, CFA

Portfolio Manager

Read Bio >>

amoussou_maergrethe-thumb

Maergrethe F. Amoussou, CFA

Senior Fixed Income Analyst

Read Bio >>

Nick N. Detchev, CFA

Senior Fixed Income Analyst

Read Bio >>

Steve_Kindred_headshot

Steven G. Kindred, CFA, CPA

Senior Fixed Income Analyst

Read Bio >>

William_Oh_headshot

William S. Oh, CFA, FRM

Senior Securitized Analyst

Read Bio >>

Jesse T. Kallman

Fixed Income Analyst

Read Bio >>

Steven-Hilz-thumbnail

Steven R. Hilz, CFA

Fixed Income Analyst

Read Bio >>

Drew_Conrad_headshot

Drew D. Conrad, CFA

Head Fixed Income Trader

Read Bio >>

Domestic Equity

View Strategies >>

All Cap/Mid Cap

Ralph M. Segall, CFA, CIC

Principal, Chief Investment Officer

Read Bio >>

sureshrajagopal

Suresh Rajagopal, CFA

Principal, Director of All/Mid Cap Strategies

Read Bio >>

Young B. Im, CFA, CPA

Senior Equity Analyst

Read Bio >>

David_Reeder_Headshot_preview

David M. Reeder, CFA, CPA

Senior Equity Analyst

Read Bio >>

christopherschweitzer

Christopher P. Schweitzer, CFA

Principal, Senior Equity Analyst

Read Bio >>

William J. Barritt, CFA

Equity Analyst

Read Bio >>

Domestic Equity

Small Cap

Mark T. Dickherber, CFA, CPA

Principal, Director of Small Cap Strategies

Read Bio >>

Shaun_Nicholson_headshot

Shaun P. Nicholson

Principal, Senior Portfolio Manager

Read Bio >>

Jeffrey C. Paulis, CFA

Principal, Senior Portfolio Manager

Read Bio >>

zacharyrosenstock

Zachary T. Rosenstock, CFA

Senior Equity Analyst

Read Bio >>

Eric D. Hines, CFA

Equity Analyst

Read Bio >>

Domestic Equity

Dividend Value

Derek_Anguilm_headshot

Derek R. Anguilm, CFA

Principal, Director of Dividend Value Strategies

Read Bio >>

Mark_Adlemann_headshot

Mark M. Adelmann, CFA, CPA

Principal, Senior Portfolio Manager

Read Bio >>

Lisa_Ramirez_headshot

Lisa Z. Ramirez, CFA

Principal, Senior Portfolio Manager

Read Bio >>

Alex_Ruehle_headshot

Alex A. Ruehle, CFA

Principal, Senior Portfolio Manager

Read Bio >>

Seth Miller, CFA

Senior Equity Analyst

Read Bio >>

Guangyan_Qin_headshot

Guangyan (Yan) Qin, CFA

Senior Equity Analyst

Read Bio >>

Robbie_Steiner_headshot

Robbie A. Steiner, CFA

Senior Equity Analyst

Read Bio >>

Domestic Equity

Small Cap Growth

Brian_Fitzsimons_headshot

Brian C. Fitzsimons, CFA

Principal, Director of Small Cap Growth Strategies

Read Bio >>

Mitch_Begun_headshot_preview

Mitch S. Begun, CFA

Principal, Senior Portfolio Manager

Read Bio >>

Mark_Truelsen_headshot

Mark S. Truelsen, CFA

Senior Equity Analyst

Read Bio >>

International/Global

View Strategies >>

Scott E. Decatur, Ph.D.

Principal, Director of Quantitative International Strategies

Read Bio >>

Nicholas C. Fedako, CFA

Principal, Senior Portfolio Manager

Read Bio >>

Tariq Khan

Quantitative Equity Analyst

Read Bio >>

Shawn Curry, CFA, CIPM

Quantitative Equity Analyst

Read Bio >>

International/Global

Fundamental International Equity

John_Fenley_headshot

John C. Fenley, CFA

Principal, Director of Fundamental International Strategies

Read Bio >>

Ryan_Deliefde_headshot

Ryan J. Deliefde, CFA, CPA

Senior Equity Analyst

Read Bio >>

Rico_Fung_headshot

Rico Fung

Equity Analyst

Read Bio >>

Equity Trading

Gordon S. Gary

Head Equity Trader

Read Bio >>

Elisa Brizuela

Senior Equity Trader

Read Bio >>

Georgene_Pedrie_headshot

Georgene L. Pedrie

Senior Equity Trader

Read Bio >>

Cheryl A. Woodcock

Senior Equity Trader

Read Bio >>