Team Members

Philip L. Hildebrandt, CFA

Philip L. Hildebrandt, CFA

Chief Executive Officer
Philip L. Hildebrandt, CFA

Philip L. Hildebrandt, CFA

Chief Executive Officer
Philip L. Hildebrandt, CFA

Philip L. Hildebrandt, CFA

Chief Executive Officer
Carolyn B. Goldhaber

Carolyn B. Goldhaber

President
Carolyn B. Goldhaber

Carolyn B. Goldhaber

President
Carolyn B. Goldhaber

Carolyn B. Goldhaber

President
Ralph M. Segall, CFA, CIC

Ralph M. Segall, CFA, CIC

Chief Investment Officer
Ralph M. Segall, CFA, CIC

Ralph M. Segall, CFA, CIC

Chief Investment Officer
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
Paul A. Lythberg

Paul A. Lythberg

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

Jasper R. Frontz, CFA, CPA

Chief Compliance Officer of SBH Funds
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
Joan L. Washburn

Joan L. Washburn

Chief Financial Officer
Joan L. Washburn

Joan L. Washburn

Chief Financial Officer
Mark W. Rewey

Mark W. Rewey

Director of Marketing & Business Development
Mark W. Rewey

Mark W. Rewey

Director of Marketing & Business Development
Mark W. Rewey

Mark W. Rewey

Director of Marketing & Business Development
C. Alfred Bryant, CIC

C. Alfred Bryant, CIC

Senior Portfolio Manager
Victoria K. Cunningham

Victoria K. Cunningham

Senior Portfolio Manager
John M. Lafferty, Jr.

John M. Lafferty, Jr.

Senior Portfolio Manager
Chad A. McDonnell, CFP<sup>®</sup>

Chad A. McDonnell, CFP®

Senior Portfolio Manager
Keith W. Minogue, CFA

Keith W. Minogue, CFA

Senior Portfolio Manager
Scott H. Newhall, CFA, CFP<sup>®</sup>

Scott H. Newhall, CFA, CFP®

Senior Portfolio Manager
Meghan S. O’Donnell

Meghan S. O'Donnell

Senior Portfolio Manager
Timothy R. Rich, CFA

Timothy R. Rich, CFA

Senior Portfolio Manager
Glenn T. Rippey, CFA

Glenn T. Rippey, CFA

Senior Portfolio Manager
John N. Roberts, Esq.

John N. Roberts, Esq.

Senior Portfolio Manager
John N. Roberts, Esq.

John N. Roberts, Esq.

Senior Portfolio Manager
John N. Roberts, Esq.

John N. Roberts, Esq.

Senior Portfolio Manager
Jeffrey R. Rode, CFA

Jeffrey R. Rode, CFA

Senior Portfolio Manager
Jeffrey L. Slepian, CPA

Jeffrey L. Slepian, CPA

Senior Portfolio Manager
M. Jay Trees, CFA, CIC

M. Jay Trees, CFA, CIC

Senior Portfolio Manager
Alexander I. Crevi

Alexander I. Crevi

Portfolio Manager
Amy A. Cramer

Amy A. Cramer

Associate Portfolio Manager
Sylvia G. Fulk

Sylvia G. Fulk

Associate Portfolio Manager
J. Christopher Harrington, CFP<sup>®</sup>

J. Christopher Harrington, CFP®

Associate Portfolio Manager
Tina R.W. Fitzwater, CFP<sup>®</sup>

Tina R.W. Fitzwater, CFP®

Manager, Financial Planning
Jared Bloom

Jared Bloom

Paraplanner
Alvin Cruz

Alvin Cruz

Paraplanner
Thomas P. McGrath, CFA

Thomas P. McGrath, CFA

Senior Wealth Advisor
Alan Polansky, CFA

Alan Polansky, CFA

Director of Research, Senior Portfolio Manager
Tom Dzien, CFA

Tom Dzien, CFA

Research Associate
Michael Chilla

Michael Chilla

Research Associate
Natalie A. Ruzicka

Natalie A. Ruzicka

Manager, Client Service Administration
Snezana Bratic

Snezana Bratic

Client Service Administrator
Kelly Cavoto

Kelly Cavoto

Client Service Administrator
Mariah Cooper

Mariah Cooper

Client Service Administator
Marissa Cummings

Marissa Cummings

Client Service Administrator
Peggy L. Underwood

Peggy L. Underwood

Client Service Administrator
Caroline Zawilinski

Caroline Zawilinski

Client Service Administrator
LaTerrell Bradford

LaTerrell Bradford

Client Service Associate
Clark W. Koertner

Clark W. Koertner

Director of Institutional Sales
Clark W. Koertner

Clark W. Koertner

Director of Institutional Sales
Clark W. Koertner

Clark W. Koertner

Director of Institutional Sales
Daniel J. McCormack

Daniel J. McCormack

Director, Marketing & Business Development
Alexis T. Cann

Alexis T. Cann

Director, Marketing & Business Development
Bill Cuthbert

Bill Cuthbert

Associate, Institutional Relations
Christine M. Brosowski

Christine M. Brosowski

Manager, Institutional Client Service Administrator
Linda L. Cunningham

Linda L. Cunningham

Senior Institutional Client Service Administrator
Joelle M. Fairchild

Joelle M. Fairchild

Institutional Client Service Administrator
Natasha Hudson

Natasha Hudson

Client Service Associate
Natasha Hudson

Natasha Hudson

Client Service Associate
James D. Dadura, CFA

James D. Dadura, CFA

Director of Fixed Income
James D. Dadura, CFA

James D. Dadura, CFA

Director of Fixed Income
Troy A. Johnson, CFA

Troy A. Johnson, CFA

Director of Fixed Income Research
Troy A. Johnson, CFA

Troy A. Johnson, CFA

Director of Fixed Income Research
Nicholas J. Foley

Nicholas J. Foley

Senior Portfolio Manager
Nicholas J. Foley

Nicholas J. Foley

Senior Portfolio Manager
Kenneth A. Harris, CFA

Kenneth A. Harris, CFA

Senior Portfolio Manager
Kenneth A. Harris, CFA

Kenneth A. Harris, CFA

Senior Portfolio Manager
Darren G. Hewitson, CFA

Darren G. Hewitson, CFA

Senior Portfolio Manager
Darren G. Hewitson, CFA

Darren G. Hewitson, CFA

Senior Portfolio Manager
Gregory C. Hosbein, CFA

Gregory C. Hosbein, CFA

Senior Portfolio Manager
Gregory C. Hosbein, CFA

Gregory C. Hosbein, CFA

Senior Portfolio Manager
Gregory M. Shea, CFA

Gregory M. Shea, CFA

Senior Portfolio Manager
Gregory M. Shea, CFA

Gregory M. Shea, CFA

Senior Portfolio Manager
Michael R. Diehl, CFA

Michael R. Diehl, CFA

Senior Portfolio Manager
Michael R. Diehl, CFA

Michael R. Diehl, CFA

Senior Portfolio Manager
Maergrethe F. Amoussou, CFA

Maergrethe F. Amoussou, CFA

Senior Fixed Income Analyst
Maergrethe F. Amoussou, CFA

Maergrethe F. Amoussou, CFA

Senior Fixed Income Analyst
Nick N. Detchev, CFA

Nick N. Detchev, CFA

Senior Fixed Income Analyst
Nick N. Detchev, CFA

Nick N. Detchev, CFA

Senior Fixed Income Analyst
Steven G. Kindred, CFA, CPA

Steven G. Kindred, CFA, CPA

Senior Fixed Income Analyst
Steven G. Kindred, CFA, CPA

Steven G. Kindred, CFA, CPA

Senior Fixed Income Analyst
William S. Oh, CFA, FRM<sup>®</sup>

William S. Oh, CFA, FRM®

Senior Securitized Analyst
William S. Oh, CFA, FRM<sup>®</sup>

William S. Oh, CFA, FRM®

Senior Securitized Analyst
Jesse T. Kallman

Jesse T. Kallman

Fixed Income Analyst
Jesse T. Kallman

Jesse T. Kallman

Fixed Income Analyst
Steven R. Hilz, CFA

Steven R. Hilz, CFA

Fixed Income Analyst
Steven R. Hilz, CFA

Steven R. Hilz, CFA

Fixed Income Analyst
Spencer Hopp

Spencer Hopp

Junior Fixed income Analyst
Spencer Hopp

Spencer Hopp

Junior Fixed income Analyst
Drew D. Conrad, CFA

Drew D. Conrad, CFA

Head Fixed Income Trader
Drew D. Conrad, CFA

Drew D. Conrad, CFA

Head Fixed Income Trader
Suresh Rajagopal, CFA

Suresh Rajagopal, CFA

Director of All Cap Strategies, Director of ESG Research
Suresh Rajagopal, CFA

Suresh Rajagopal, CFA

Director of All Cap Strategies, Director of ESG Research
Young B. Im, CFA, CPA

Young B. Im, CFA, CPA

Senior Equity Analyst
Young B. Im, CFA, CPA

Young B. Im, CFA, CPA

Senior Equity Analyst
David M. Reeder, CFA, CPA

David M. Reeder, CFA, CPA

Senior Equity Analyst
David M. Reeder, CFA, CPA

David M. Reeder, CFA, CPA

Senior Equity Analyst
Christopher P. Schweitzer, CFA

Christopher P. Schweitzer, CFA

Senior Equity Analyst
Christopher P. Schweitzer, CFA

Christopher P. Schweitzer, CFA

Senior Equity Analyst
William J. Barritt, CFA

William J. Barritt, CFA

Senior Equity Analyst, Portfolio Manager
William J. Barritt, CFA

William J. Barritt, CFA

Senior Equity Analyst, Portfolio Manager
Mark T. Dickherber, CFA, CPA

Mark T. Dickherber, CFA, CPA

Director of Small Cap Strategies
Mark T. Dickherber, CFA, CPA

Mark T. Dickherber, CFA, CPA

Director of Small Cap Strategies
Shaun P. Nicholson

Shaun P. Nicholson

Senior Portfolio Manager
Shaun P. Nicholson

Shaun P. Nicholson

Senior Portfolio Manager
Jeffrey C. Paulis, CFA

Jeffrey C. Paulis, CFA

Senior Portfolio Manager
Jeffrey C. Paulis, CFA

Jeffrey C. Paulis, CFA

Senior Portfolio Manager
Zachary T. Rosenstock, CFA

Zachary T. Rosenstock, CFA

Senior Equity Analyst, Assistant Portfolio Manager
Zachary T. Rosenstock, CFA

Zachary T. Rosenstock, CFA

Senior Equity Analyst, Assistant Portfolio Manager
Eric D. Hines, CFA

Eric D. Hines, CFA

Equity Analyst
Eric D. Hines, CFA

Eric D. Hines, CFA

Equity Analyst
Michelle Waller, CFA

Michelle Waller, CFA

Equity Analyst
Michelle Waller, CFA

Michelle Waller, CFA

Equity Analyst
Brian C. Fitzsimons, CFA

Brian C. Fitzsimons, CFA

Director of Small Cap Growth Strategies
Brian C. Fitzsimons, CFA

Brian C. Fitzsimons, CFA

Director of Small Cap Growth Strategies
Mitch S. Begun, CFA

Mitch S. Begun, CFA

Senior Portfolio Manager
Mitch S. Begun, CFA

Mitch S. Begun, CFA

Senior Portfolio Manager
Mark S. Truelsen, CFA

Mark S. Truelsen, CFA

Senior Equity Analyst
Mark S. Truelsen, CFA

Mark S. Truelsen, CFA

Senior Equity Analyst
Scott E. Decatur, Ph.D.

Scott E. Decatur, Ph.D.

Director of Quantitative International Strategies
Scott E. Decatur, Ph.D.

Scott E. Decatur, Ph.D.

Director of Quantitative International Strategies
Nicholas C. Fedako, CFA

Nicholas C. Fedako, CFA

Senior Portfolio Manager
Nicholas C. Fedako, CFA

Nicholas C. Fedako, CFA

Senior Portfolio Manager
Tariq Khan

Tariq Khan

Quantitative Research Analyst
Tariq Khan

Tariq Khan

Quantitative Research Analyst
Shawn Curry, CFA, CIPM

Shawn Curry, CFA, CIPM

Quantitative Equity Analyst
Shawn Curry, CFA, CIPM

Shawn Curry, CFA, CIPM

Quantitative Equity Analyst
John C. Fenley, CFA

John C. Fenley, CFA

Director of Fundamental International Strategies
John C. Fenley, CFA

John C. Fenley, CFA

Director of Fundamental International Strategies
Ryan J. deLiefde, CFA, CPA

Ryan J. deLiefde, CFA, CPA

Senior Equity Analyst
Ryan J. deLiefde, CFA, CPA

Ryan J. deLiefde, CFA, CPA

Senior Equity Analyst
Gordon S. Gary

Gordon S. Gary

Head Equity Trader
Gordon S. Gary

Gordon S. Gary

Head Equity Trader
Elisa Brizuela

Elisa Brizuela

Senior Equity Trader
Elisa Brizuela

Elisa Brizuela

Senior Equity Trader
Georgene L. Pedrie

Georgene L. Pedrie

Senior Equity Trader
Georgene L. Pedrie

Georgene L. Pedrie

Senior Equity Trader
Cynthia G. Knowlton, CFA

Cynthia G. Knowlton, CFA

Director of Marketing
Cynthia G. Knowlton, CFA

Cynthia G. Knowlton, CFA

Director of Marketing
Cynthia G. Knowlton, CFA

Cynthia G. Knowlton, CFA

Director of Marketing
Derrick Smith

Derrick Smith

Director of Information Technology
Derrick Smith

Derrick Smith

Director of Information Technology
Derrick Smith

Derrick Smith

Director of Information Technology
Robin D. Fujimoto

Robin D. Fujimoto

Director, Marketing & Business Development
Ryan J. Johnston, CMFC

Ryan J. Johnston, CMFC

Director, National Accounts/Retail Distribution
Paul A. Laffrenzen

Paul A. Laffrenzen

Hybrid Advisor Consultant
Michael R. Spitz

Michael R. Spitz

Director, National Accounts/Retail Distribution
Kyle Airola

Kyle Airola

Hybrid Advisor Consultant
Jacqueline L. Benitez, SPHR, CEBS

Jacqueline L. Benitez, SPHR, CEBS

Director, Human Resources
Jacqueline L. Benitez, SPHR, CEBS

Jacqueline L. Benitez, SPHR, CEBS

Director, Human Resources
Jacqueline L. Benitez, SPHR, CEBS

Jacqueline L. Benitez, SPHR, CEBS

Director, Human Resources
Jyothi San Juan, CPA

Jyothi San Juan, CPA

Compliance Manager
Stephen M. LaPointe

Stephen M. LaPointe

Director of Operations
Stephen M. LaPointe

Stephen M. LaPointe

Director of Operations
Stephen M. LaPointe

Stephen M. LaPointe

Director of Operations
Adam Konrad

Adam Konrad

Software Developer

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