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
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Ralph_Segall

Ralph M. Segall, CFA, CIC

Chief Investment Officer
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P_Lythberg

Paul A. Lythberg

Chief Operating Officer/
Chief Compliance Officer
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Jasper_F

Jasper R. Frontz, CFA, CPA

Chief Compliance Officer of SBH Funds
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J_Washburn

Joan L. Washburn

Chief Financial Officer
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M_Rewey

Mark W. Rewey

Director of Marketing & Business Development
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J_Roberts

John N. Roberts, Esq.

Senior Portfolio Manager
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C_Koertner

Clark W. Koertner

Director of Institutional Sales
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N_Hudson_3

Natasha Hudson

Client Service Associate
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J_Dadura

James D. Dadura, CFA

Director of Fixed Income
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T_Johnson

Troy A. Johnson, CFA

Director of Fixed Income Research
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N_Foley

Nicholas J. Foley

Senior Portfolio Manager
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D_Hewitson

Darren G. Hewitson, CFA

Senior Portfolio Manager
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G_Hosbein

Gregory C. Hosbein, CFA

Senior Portfolio Manager
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G_Shea

Gregory M. Shea, CFA

Senior Portfolio Manager
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M_Diehl

Michael R. Diehl, CFA

Senior Portfolio Manager
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M_Amoussou

Maergrethe F. Amoussou, CFA

Senior Fixed Income Analyst
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N_Detchev

Nick N. Detchev, CFA

Senior Fixed Income Analyst
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S_Kiindred

Steven G. Kindred, CFA, CPA

Senior Fixed Income Analyst
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W_Oh

William S. Oh, CFA, FRM®

Senior Securitized Analyst
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J_Kallman

Jesse T. Kallman

Fixed Income Analyst
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S_Hilz

Steven R. Hilz, CFA

Fixed Income Analyst
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S_Hopp

Spencer Hopp

Junior Fixed income Analyst
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D_Conrad

Drew D. Conrad, CFA

Head Fixed Income Trader
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S_Rajagopal

Suresh Rajagopal, CFA

Director of All Cap Strategies, Director of ESG Research
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Y_Im

Young B. Im, CFA, CPA

Senior Equity Analyst
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D_Reeder

David M. Reeder, CFA, CPA

Senior Equity Analyst
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C_Schweitzer

Christopher P. Schweitzer, CFA

Senior Equity Analyst
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W_Barritt

William J. Barritt, CFA

Senior Equity Analyst, Portfolio Manager
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M_Dickherber_3

Mark T. Dickherber, CFA, CPA

Director of Small Cap Strategies
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S_Nicholson

Shaun P. Nicholson

Senior Portfolio Manager
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J_Paulis

Jeffrey C. Paulis, CFA

Senior Portfolio Manager
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Z_Rosenstock

Zachary T. Rosenstock, CFA

Senior Equity Analyst, Assistant Portfolio Manager
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E_Hines

Eric D. Hines, CFA

Equity Analyst
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M-Waller

Michelle Waller, CFA

Equity Analyst
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B_Fitzsimons

Brian C. Fitzsimons, CFA

Director of Small Cap Growth Strategies
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Mitch_Begun

Mitch S. Begun, CFA

Senior Portfolio Manager
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M_Truelsen

Mark S. Truelsen, CFA

Senior Equity Analyst
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N_Decatur

Scott E. Decatur, Ph.D.

Director of Quantitative International Strategies
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N_Fedako

Nicholas C. Fedako, CFA

Senior Portfolio Manager
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T_Khan

Tariq Khan

Quantitative Research Analyst
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Shawn_C_web

Shawn Curry, CFA, CIPM

Quantitative Equity Analyst
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J_Fenley

John C. Fenley, CFA

Director of Fundamental International Strategies
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R_deLiefde

Ryan J. deLiefde, CFA, CPA

Senior Equity Analyst
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G_Gary

Gordon S. Gary

Head Equity Trader
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E_Brizuela

Elisa Brizuela

Senior Equity Trader
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G_Pedrie

Georgene L. Pedrie

Senior Equity Trader
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C_Knowlton2

Cynthia G. Knowlton, CFA

Director of Marketing
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D_Smith2

Derrick Smith

Director of Information Technology
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Robin_2023

Robin D. Fujimoto

Director, Marketing & Business Development
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Ryan-Johnston13

Ryan J. Johnston, CMFC

Director, National Accounts/Retail Distribution
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Paul_Laffrenzen

Paul A. Laffrenzen

Hybrid Advisor Consultant
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M_Spitz

Michael R. Spitz

Director, National Accounts/Retail Distribution
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K_Airola

Kyle Airola

Hybrid Advisor Consultant
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J_Benitez

Jacqueline L. Benitez, SPHR, CEBS

Director, Human Resources
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S_LaPointe

Stephen M. LaPointe

Director of Operations
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