Advisor Solutions
Advisor Solutions

Experienced Advisor Solutions Team

For more than 25 years, SBH has been working to serve clients with expertise across all aspects of investment management 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

vidTitle

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 

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Client Service

markrewey

Mark W. Rewey

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

Hybrid Advisor Consultant

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K. Airola_web

Kyle Airola

Hybrid Advisor Consultant

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Natasha_Hudson_headshot

Natasha Hudson

Client Service Associate, Managed Account Operations

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Fixed Income

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jamesdadura

James D. Dadura, CFA

Director of Fixed Income

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Troy_headshot1

Troy A. Johnson, CFA

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

Senior Portfolio Manager

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Darren_Hewitson_headshot

Darren G. Hewitson, CFA

Senior Portfolio Manager

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gregoryhosbein

Gregory C. Hosbein, CFA

Senior Portfolio Manager

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Gregory_Shea_headshot

Gregory M. Shea, CFA

Senior Portfolio Manager

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michaeldiehl

Michael R. Diehl, CFA

Senior 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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S. Hilz_2_web

Steven R. Hilz, CFA

Fixed Income Analyst

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Spencer Hopp

Spencer Hopp

Junior 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

ralphsegall

Ralph M. Segall, CFA, CIC

Chief Investment Officer

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sureshrajagopal

Suresh Rajagopal, CFA

Director of All Cap Strategies, Director of ESG Research

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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

Senior Equity Analyst

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williambarritt

William J. Barritt, CFA

Equity Analyst, Portfolio Manager

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Domestic Equity

Small Cap

markdickherber

Mark T. Dickherber, CFA, CPA

Director of Small Cap Strategies

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Shaun_Nicholson_headshot

Shaun P. Nicholson

Senior Portfolio Manager

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jeffreypaulis

Jeffrey C. Paulis, CFA

Senior Portfolio Manager

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zacharyrosenstock

Zachary T. Rosenstock, CFA

Senior Equity Analyst, Assistant Portfolio Manager

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erichines

Eric D. Hines, CFA

Equity Analyst

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M_Waller_160x165

Michelle Waller

Equity Analyst

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Domestic Equity

Small Cap Growth

Brian_Fitzsimons_headshot

Brian C. Fitzsimons, CFA

Director of Small Cap Growth Strategies

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Mitch_Begun_headshot_preview

Mitch S. Begun, CFA

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.

Director of Quantitative International Strategies

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nicholasfedako

Nicholas C. Fedako, CFA

Senior Portfolio Manager

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tariqkhan

Tariq Khan

Quantitative Research 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

Director of Fundamental International Strategies

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Ryan_Deliefde_headshot

Ryan J. deLiefde, CFA, CPA

Senior 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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