PFI Advisors COO Roundtable Podcast

 

In a recent episode of The COO Roundtable, PFI Advisors welcomes SBH’s Chief Executive Officer Phil Hildebrandt and Chief Operating Officer & Chief Compliance Officer Paul Lythberg. Matt Sonnen, Phil, and Paul discuss how their CEO and COO roles work together to ensure “the trains are running on time,” the nuances of running a large organization, and much more, including:

    • Overview of Segall Bryant & Hamill’s history and services
    • We hear Phil and Paul’s background, including Phil’s start with the firm in 1995 when SBH was in its startup phase and how Paul has honed his skills from his days at Allstate to joining SBH 8 years ago
    • How SBH’s growth required investments in their infrastructure and professional management, which led to Paul’s COO role allowing him to free up more of Phil’s time and increase organizational scalability
    • Their views on culture, including Phil’s take that culture is a “living, breathing, organism you can’t fabricate”
    • How our guests manage change in their larger-than-average firm
    • The Key Performance Indicators they rely on to get a picture of the “health” of their business

 

IMPORTANT DISCLOSURE INFORMATION

The opinions expressed in this video are solely the opinions of Segall Bryant & Hamill or an unaffiliated third party. You should not treat any opinion in this video as specific inducement to make a particular investment or follow a particular strategy, but only as an expression of opinions. The opinions expressed in this video are based upon information considered reliable, but completeness or accuracy is not warranted, and it should not be relied upon as such. Market conditions are subject to change at any time, and no forecast can be guaranteed. Any and all information perceived from this video does not constitute financial, legal, tax, or other professional advice and is not intended as a substitute for consultation with a qualified professional. The opinions and statements are subject to change without notice and Segall Bryant & Hamill is not obligated to update or correct any information in this video. For illustrative purposes only.