Building Better Financial Futures, One Client at a Time

Dedicated to Helping You
Achieve Your Financial Goals

Segall Bryant & Hamill was founded over a quarter century ago to help individuals create better financial futures through wealth and investment solutions customized to their goals. Our clients benefit from the expertise of our professionals, who have navigated diverse and challenging market environments and are experienced with all aspects of wealth planning.

Our Core Purpose

Our purpose is to exceed our clients’ expectations by helping them realize their financial goals across complex market environments and by providing highly personalized advice and service. The result is long-lasting relationships with our clients built on trust. 

28 Years

 Providing customized wealth solutions 

60

   Investment professionals

25+ Years

Average years of experience for portfolio managers

80%+

Percentage of professionals with advanced credentials.*

$24.5 Billion

in assets under management/ assets under advisement.**

*Including CFA®, CFP®, and CPA. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

**Data as of March 31, 2022. Model UMA assets of $548.1 million are included in the AUA portion of the AUM/AUA total as of March 31, 2022.

Values

Integrity

As stewards of our clients' capital, we hold ourselves to the highest ethical standards.

Trust

Clients trust us to manage their assets which is a privilege and a responsibility.

Humility

We embrace new ideas, learn from experiences, and improve for our clients.

Curiosity

Our persistent desire to learn and "know more" helps us achieve our clients' goals.

Inclusion

Our firm and clients benefit from an empowered and diverse culture.

Leadership

SBH’s senior leadership team consists of many of the firm’s most seasoned professionals, each with deep expertise in their respective fields.

Philip L. Hildebrandt, CFA

Philip L. Hildebrandt, CFA

Chief Executive Officer
Carolyn B. Goldhaber

Carolyn B. Goldhaber

President
Ralph M. Segall, CFA, CIC

Ralph M. Segall, CFA, CIC

Chief Investment Officer
Paul A. Lythberg

Paul A. Lythberg

Chief Operating Officer/
Chief Compliance Officer
Jasper R. Frontz, CFA, CPA

Jasper R. Frontz, CFA, CPA

Chief Compliance Officer of SBH Funds
Joan L. Washburn

Joan L. Washburn

Chief Financial Officer
Mark W. Rewey

Mark W. Rewey

Director of Marketing & Business Development

SBH in the Community

We are proud to take an active role in the communities where we live and work.

From reading to schoolchildren, to hosting college career days, to helping maintain public green spaces, SBH employees volunteer their time and offer support to a range of organizations. We strive to make a strong impact on our communities today and for future generations.

Below are representative examples of organizations and programs that we support.

First Generation Investors

First Generation Investors teaches high school students in underserved communities the power of investing and brings classroom lessons to life by providing students real money to invest. For more information, visit their website.

SBH College Career Day

SBH College Career Day is designed to provide college students with insights into the investment management industry through presentations from and dialogue with SBH professionals from across the firm.

Chicago CRED

Chicago CRED is a Chicago-based organization committed to stopping the cycle of violence in Chicago by helping at-risk youth. For more information, visit their website.

WIIIN – Women in Institutional Investments Network

Women in Institutional Investments Network is a forum for women in investing that emphasizes strengthening relationships and encouraging dialogue to empower women. For more information, visit their website.

Kids First Chicago

Kids First Chicago strives to "empower communities and families to identify, navigate, and advocate for high-quality public schools for their kids—with clear and transparent information." For more information, visit their website.

Working in the Schools (WITS)

The Workplace Mentoring Program of Working in the Schools (WITS) promotes literacy and the love of reading among Chicago’s youth by providing one-on-one tutoring and mentoring. For more information, visit their website.

Reading Partners

The mission of Reading Partners is to help children become lifelong readers by empowering communities to provide individualized instruction with measurable results. For more information, visit their website.

Evanston Community Foundation

The mission of the Evanston Community Foundation is to “help Evanston thrive now and forever as a vibrant, inclusive, and just community.” For more information, visit their website.

Ronald McDonald House of Charities® of Chicagoland & Northwest Indiana (RMHC-CNI)

The mission of RMHC-CNI is to care for families of children with complex medical needs. RMHC-CNI keeps families of hospitalized children together in a "home away from home." For more information, visit their website.

Youth Job Center

The mission of the Youth Job Center (YJC) is to “equip youth and young adults with the skills and confidence they need to get a job and pursue a career.” For more information, visit their website.

Openlands

Openlands protects the natural and open spaces of northeastern Illinois and the surrounding region to help ensure cleaner air and water, and to protect natural habitats and wildlife. For more information, visit their website.

Chicago Foundation for Women

The mission of the Chicago Foundation for Women is to “invest in women and girls as catalysts, building strong communities for all.” For more information, visit their website.

By clicking on any of the above links, you’ll leave this site and go to a third-party website. Segall Bryant & Hamill is not affiliated with these organizations, does not control the content or privacy practices of these websites and does not accept responsibility for the content, policies, activities, products or services offered on the site.

Diversity, Equity & Inclusion

At Segall Bryant & Hamill, we know the power of diversification is not restricted to financial portfolios. We are committed to a culture that continuously champions diversity in all its forms, ensures equity, inspires inclusion, and safeguards fair accessibility. This is based on our wholehearted belief that people should be treated with respect. As a result, SBH both welcomes and desires team members across gender and sexual identities, race and ethnicities, religious beliefs and diverse abilities. 

Mission

We strive to foster a diverse and inclusive environment where individuals from varied backgrounds are brought together, supported, and valued.

Vision

We seek to be leaders in the bold march toward change and accountability in our industry, and we are committing, in real ways, to the diverse path forward. 

Commitment

We are committed to a culture that continuously champions diversity, ensures equity, inspires inclusion, and safeguards fair accessibility.

SBH manages the Workplace Equality strategy, which provides investors with the opportunity to own publicly traded shares of corporations doing business in the U.S. with progressive workplace policies that treat all employees equally.

Contact an SBH wealth advisor to learn more.