Advisors Team

Through our deep investment management and strong research capabilities, we have built long-lasting relationships with financial advisors across the country. These relationships have benefited from our breadth of expertise in domestic/international equities and fixed income strategies.

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
C_Koertner

Clark W. Koertner

Director of Institutional Sales
N_Hudson_3

Natasha Hudson

Client Service Associate
J_Dadura

James D. Dadura, CFA

Director of Fixed Income
T_Johnson

Troy A. Johnson, CFA

Director of Fixed Income Research
M_Diehl

Michael R. Diehl, CFA

Senior Portfolio Manager
N_Foley

Nicholas J. Foley

Senior Portfolio Manager, Director of Municipal Bonds
D_Hewitson

Darren G. Hewitson, CFA

Senior Portfolio Manager
G_Hosbein

Gregory C. Hosbein, CFA

Senior Portfolio Manager
G-Shea-2

Gregory M. Shea, CFA

Senior Portfolio Manager
M_Amoussou

Maergrethe F. Amoussou, CFA

Senior Fixed Income Analyst
N_Detchev

Nick N. Detchev, CFA

Senior Fixed Income Analyst
S_Kiindred

Steven G. Kindred, CFA, CPA

Senior Fixed Income Analyst
W_Oh

William S. Oh, CFA, FRM®

Senior Securitized Analyst
S_Hilz

Steven R. Hilz, CFA

Fixed Income Analyst
J_Kallman

Jesse T. Kallman

Fixed Income Analyst
Alex-Oyler-rev

Alex Oyler

Municipal Credit Analyst/Trader
S_Hopp

Spencer Hopp

Junior Fixed income Analyst
D_Conrad

Drew D. Conrad, CFA

Head Fixed Income Trader
S_Rajagopal

Suresh Rajagopal, CFA

Director of All Cap Strategies, Director of ESG Research
Y_Im

Young B. Im, CFA, CPA

Senior Equity Analyst
D_Reeder

David M. Reeder, CFA, CPA

Senior Equity Analyst
C_Schweitzer

Christopher P. Schweitzer, CFA

Senior Equity Analyst
W_Barritt

William J. Barritt, CFA

Senior Equity Analyst
M_Dickherber_3

Mark T. Dickherber, CFA, CPA

Director of Small Cap Strategies
S_Nicholson

Shaun P. Nicholson

Senior Portfolio Manager
J_Paulis

Jeffrey C. Paulis, CFA

Senior Portfolio Manager
Z_Rosenstock

Zachary T. Rosenstock, CFA

Senior Equity Analyst, Assistant Portfolio Manager
E_Hines

Eric D. Hines, CFA

Equity Analyst
M-Waller

Michelle Waller, CFA

Equity Analyst
B_Fitzsimons

Brian C. Fitzsimons, CFA

Director of Small Cap Growth Strategies
Mitch_Begun

Mitch S. Begun, CFA

Senior Portfolio Manager
M_Truelsen

Mark S. Truelsen, CFA

Senior Equity Analyst
N_Decatur

Scott E. Decatur, Ph.D.

Director of Quantitative International Strategies
N_Fedako

Nicholas C. Fedako, CFA

Senior Portfolio Manager
T_Khan

Tariq Khan

Quantitative Research Analyst
Shawn_C_web

Shawn Curry, CFA, CIPM

Quantitative Equity Analyst
R_deLiefde

Ryan J. deLiefde, CFA, CPA

Senior Equity Analyst
G_Gary

Gordon S. Gary

Head Equity Trader
E_Brizuela

Elisa Brizuela

Senior Equity Trader
G_Pedrie

Georgene L. Pedrie

Senior Equity Trader
C_Knowlton2

Cynthia G. Knowlton, CFA

Director of Marketing
D_Smith2

Derrick Smith

Director of Information Technology
Robin_2023

Robin D. Fujimoto

Director, Marketing & Business Development
M_Spitz

Michael R. Spitz

Director, National Accounts/Retail Distribution
Paul_Laffrenzen

Paul A. Laffrenzen

Hybrid Advisor Consultant
K_Airola

Kyle Airola

Hybrid Advisor Consultant
J_Benitez

Jacqueline L. Benitez, SPHR, CEBS

Director, Human Resources
S_LaPointe

Stephen M. LaPointe

Director of Operations

Equity Trading

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