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

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Contact Us

Client Service

Mark W. Rewey

Principal, Director of Marketing & Business Development

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Michael R. Spitz

Director, National Accounts/Retail Distribution

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Robin D. Fujimoto

Director, Marketing & Business Development

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Matthew R. Gunter

Director, Marketing & Business Development

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Ryan J. Johnston, CMFC

Director, National Accounts/Retail Distribution

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Paul A. Laffrenzen

Director, Internal Business Development

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Fixed Income

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James D. Dadura, CFA

Principal, Director of Fixed Income

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Troy A. Johnson, CFA

Principal, Director of Fixed Income Research

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Nicholas J. Foley

Senior Portfolio Manager

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Kenneth A. Harris, CFA

Principal, Senior Portfolio Manager

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Darren G. Hewitson, CFA

Principal, Senior Portfolio Manager

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Gregory C. Hosbein, CFA

Principal, Senior Portfolio Manager

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Gregory M. Shea, CFA

Principal, Senior Portfolio Manager

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Michael R. Diehl, CFA

Portfolio Manager

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Maergrethe F. Amoussou, CFA

Senior Fixed Income Analyst

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Nick N. Detchev, CFA

Senior Fixed Income Analyst

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Steven G. Kindred, CFA, CPA

Senior Fixed Income Analyst

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William S. Oh, CFA, FRM

Senior Securitized Analyst

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Jesse T. Kallman

Fixed Income Analyst

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Steven R. Hilz, CFA

Fixed Income Analyst

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Drew D. Conrad, CFA

Head Fixed Income Trader

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Domestic Equity

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All Cap/Mid Cap

Ralph M. Segall, CFA, CIC

Principal, Chief Investment Officer

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Suresh Rajagopal, CFA

Principal, Director of All/Mid Cap Strategies

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Young B. Im, CFA, CPA

Senior Equity Analyst

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David M. Reeder, CFA, CPA

Senior Equity Analyst

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Christopher P. Schweitzer, CFA

Principal, Senior Equity Analyst

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William J. Barritt, CFA

Equity Analyst

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Domestic Equity

Small Cap

Mark T. Dickherber, CFA, CPA

Principal, Director of Small Cap Strategies

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Shaun P. Nicholson

Principal, Senior Portfolio Manager

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Jeffrey C. Paulis, CFA

Principal, Senior Portfolio Manager

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Zachary T. Rosenstock, CFA

Senior Equity Analyst

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Eric D. Hines, CFA

Equity Analyst

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Domestic Equity

Dividend Value

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Derek R. Anguilm, CFA

Principal, Director of Dividend Value Strategies

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Mark M. Adelmann, CFA, CPA

Principal, Senior Portfolio Manager

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Lisa Z. Ramirez, CFA

Principal, Senior Portfolio Manager

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Alex A. Ruehle, CFA

Principal, Senior Portfolio Manager

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Guangyan (Yan) Qin, CFA

Senior Equity Analyst

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Robbie A. Steiner, CFA

Senior Equity Analyst

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Domestic Equity

Small Cap Growth

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Brian C. Fitzsimons, CFA

Principal, Director of Small Cap Growth Strategies

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Mitch S. Begun, CFA

Principal, Senior Portfolio Manager

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Mark S. Truelsen, CFA

Senior Equity Analyst

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International/Global

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Scott E. Decatur, Ph.D.

Principal, Director of Quantitative International Strategies

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Nicholas C. Fedako, CFA

Principal, Senior Portfolio Manager

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Tariq Khan

Quantitative Equity Analyst

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Shawn Curry, CFA, CIPM

Quantitative Equity Analyst

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International/Global

Fundamental International Equity

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John C. Fenley, CFA

Principal, Director of Fundamental International Strategies

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Ryan J. Deliefde, CFA, CPA

Senior Equity Analyst

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Rico Fung

Equity Analyst

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Equity Trading

Gordon S. Gary

Head Equity Trader

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Elisa Brizuela

Senior Equity Trader

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Georgene L. Pedrie

Senior Equity Trader

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Cheryl A. Woodcock

Manager, Equity Trader

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