Team Members

C_Goldhaber

Carolyn B. Goldhaber

President
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C_Goldhaber

Carolyn B. Goldhaber

President
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C_Goldhaber

Carolyn B. Goldhaber

President
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Ralph_Segall

Ralph M. Segall, CFA, CIC

Chief Investment Officer
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Ralph_Segall

Ralph M. Segall, CFA, CIC

Chief Investment Officer
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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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P_Lythberg

Paul A. Lythberg

Chief Operating Officer/
Chief Compliance 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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Jasper_F

Jasper R. Frontz, CFA, CPA

Chief Compliance Officer of SBH Funds
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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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J_Washburn

Joan L. Washburn

Chief Financial Officer
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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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M_Rewey

Mark W. Rewey

Director of Marketing & Business Development
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M_Rewey

Mark W. Rewey

Director of Marketing & Business Development
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A_Bryant

C. Alfred Bryant, CIC

Senior Portfolio Manager
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V_Cunningham

Victoria K. Cunningham

Senior Portfolio Manager
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J_Lafferty

John M. Lafferty, Jr.

Senior Portfolio Manager
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Chad_3

Chad A. McDonnell, CFP®

Senior Portfolio Manager
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K_Minogue

Keith W. Minogue, CFA

Senior Portfolio Manager
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S_Newhall

Scott H. Newhall, CFA, CFP®

Senior Portfolio Manager
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M_ODonnell

Meghan S. O'Donnell

Senior Portfolio Manager
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T_Rich2

Timothy R. Rich, CFA

Senior Portfolio Manager
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G_Rippey

Glenn T. Rippey, CFA

Senior Portfolio Manager
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J_Roberts

John N. Roberts, Esq.

Senior Portfolio Manager
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J_Roberts

John N. Roberts, Esq.

Senior Portfolio Manager
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J_Roberts

John N. Roberts, Esq.

Senior Portfolio Manager
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J_Rode4

Jeffrey R. Rode, CFA

Senior Portfolio Manager
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J_Slepian3

Jeffrey L. Slepian, CPA

Senior Portfolio Manager
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J_Trees

M. Jay Trees, CFA, CIC

Senior Portfolio Manager
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A_Crevi__web

Alexander I. Crevi

Portfolio Manager
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T_McGrath

Thomas P. McGrath, CFA

Portfolio Manager
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A_Cramer

Amy A. Cramer

Associate Portfolio Manager
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Sylvia-Fulk

Sylvia G. Fulk

Associate Portfolio Manager
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J_C_Harrington

J. Christopher Harrington, CFP®

Associate Portfolio Manager
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T_Fitzwater3

Tina R.W. Fitzwater, CFP®

Manager, Financial Planning
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J_Bloom

Jared Bloom

Paraplanner
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Alvin_Cruz

Alvin Cruz

Paraplanner
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A_Polansky

Alan Polansky, CFA

Director of Research, Senior Portfolio Manager
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T_Dzien

Tom Dzien, CFA

Research Associate
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M. Chilla_2

Michael Chilla, CFA

Research Associate
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Natalie_Ruzicka

Natalie A. Ruzicka

Manager, Client Service Administration
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S_Bratic2

Snezana Bratic

Client Service Administrator
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Kelly_Cavoto

Kelly Cavoto

Client Service Administrator
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MCooper

Mariah Cooper

Client Service Administrator
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Marissa_2

Marissa Cummings

Client Service Administrator
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Aimee Jeffers_crop

Aimee Jeffers

Client Service Administrator
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Peggy_Underwood

Peggy L. Underwood

Client Service Administrator
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Caroline_Z_bio

Caroline Zawilinski

Client Service Administrator
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L_Bradford2

LaTerrell Bradford

Client Service Associate
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C_Koertner

Clark W. Koertner

Director of Institutional Sales
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C_Koertner

Clark W. Koertner

Director of Institutional Sales
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C_Koertner

Clark W. Koertner

Director of Institutional Sales
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D_McCormack2

Daniel J. McCormack

Director, Marketing & Business Development
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A_Cann_v1

Alexis T. Cann

Director, Marketing & Business Development
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B_Cuthbert_2

Bill Cuthbert

Associate, Institutional Relations
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Christine_Brosowski

Christine M. Brosowski

Manager, Institutional Client Service Administrator
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L_Cunningham

Linda L. Cunningham

Senior Institutional Client Service Administrator
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Joelle_Fairchild2

Joelle M. Fairchild

Institutional Client Service Administrator
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N_Hudson_3

Natasha Hudson

Client Service Associate
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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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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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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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N_Foley

Nicholas J. Foley

Senior Portfolio Manager
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K_Harris

Kenneth A. Harris, CFA

Senior Portfolio Manager
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K_Harris

Kenneth A. Harris, CFA

Senior Portfolio Manager
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D_Hewitson

Darren G. Hewitson, CFA

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_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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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_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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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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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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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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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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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_Hilz

Steven R. Hilz, CFA

Fixed Income Analyst
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S_Hopp

Spencer Hopp

Junior 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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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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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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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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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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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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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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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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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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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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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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E_Hines

Eric D. Hines, CFA

Equity Analyst
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M-Waller

Michelle Waller, 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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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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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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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_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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N_Fedako

Nicholas C. Fedako, CFA

Senior Portfolio Manager
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T_Khan

Tariq Khan

Quantitative Research Analyst
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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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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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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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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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G_Gary

Gordon S. Gary

Head Equity Trader
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E_Brizuela

Elisa Brizuela

Senior 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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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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C_Knowlton2

Cynthia G. Knowlton, CFA

Director of Marketing
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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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D_Smith2

Derrick Smith

Director of Information Technology
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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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J_Benitez

Jacqueline L. Benitez, SPHR, CEBS

Director, Human Resources
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J_Benitez

Jacqueline L. Benitez, SPHR, CEBS

Director, Human Resources
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J_San_Juan

Jyothi San Juan, CPA

Compliance Manager
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S_LaPointe

Stephen M. LaPointe

Director of Operations
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S_LaPointe

Stephen M. LaPointe

Director of Operations
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S_LaPointe

Stephen M. LaPointe

Director of Operations
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adamkonrad-150x150

Adam Konrad

Software Developer
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