Private Wealth Team

SBH works one on one with clients to navigate the challenges and opportunities of managing individual and family wealth. Our dedicated private wealth managers are highly credentialed, holding advanced academic degrees, Chartered Financial Analyst (CFA), Chartered Investment Counselor (CIC) and Certified Financial Planner (CFP) designations.

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Institutions

Advisors

Individuals

Private Wealth Team

Carolyn B. Goldhaber

President

Ralph M. Segall, CFA, CIC

Chief Investment Officer

Paul A. Lythberg

Chief Operating Officer/ Chief Compliance Officer

Jasper R. Frontz, CFA, CPA

Chief Compliance Officer of SBH Funds

Joan L. Washburn

Chief Financial Officer

Mark W. Rewey

Director of Marketing & Business Development

C. Alfred Bryant, CIC

Senior Portfolio Manager

Victoria K. Cunningham

Senior Portfolio Manager

John M. Lafferty, Jr.

Senior Portfolio Manager

Chad A. McDonnell, CFP®

Senior Portfolio Manager

Keith W. Minogue, CFA

Senior Portfolio Manager

Scott H. Newhall, CFA, CFP®

Senior Portfolio Manager

Meghan S. O'Donnell

Senior Portfolio Manager

Timothy R. Rich, CFA

Senior Portfolio Manager

Glenn T. Rippey, CFA

Senior Portfolio Manager

John N. Roberts, Esq.

Senior Portfolio Manager

Jeffrey R. Rode, CFA

Senior Portfolio Manager

Jeffrey L. Slepian, CPA

Senior Portfolio Manager

M. Jay Trees, CFA, CIC

Senior Portfolio Manager

Alexander I. Crevi

Portfolio Manager

Thomas P. McGrath, CFA

Portfolio Manager

Amy A. Cramer

Associate Portfolio Manager

Sylvia G. Fulk

Associate Portfolio Manager

J. Christopher Harrington, CFP®

Associate Portfolio Manager

Tina R.W. Fitzwater, CFP®

Manager, Financial Planning

Jared Bloom

Paraplanner

Alvin Cruz

Paraplanner

Alan Polansky, CFA

Director of Research, Senior Portfolio Manager

Tom Dzien, CFA

Research Associate

Michael Chilla, CFA

Research Associate

Natalie A. Ruzicka

Manager, Client Service Administration

Snezana Bratic

Client Service Administrator

Kelly Cavoto

Client Service Administrator

Mariah Cooper

Client Service Administrator

Marissa Cummings

Client Service Administrator

Aimee Jeffers

Client Service Administrator

Peggy L. Underwood

Client Service Administrator

Caroline Zawilinski

Client Service Administrator

Chief Operating Officer/
Chief Compliance Officer

Chad A. McDonnell, CFP^®

Scott H. Newhall, CFA, CFP^®

J. Christopher Harrington, CFP^®

Tina R.W. Fitzwater, CFP^®