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Senior Leadership

Phil_headshot

Philip L. Hildebrandt, CFA

Chief Executive Officer

Read Bio >>
ralphsegall

Ralph M. Segall, CFA, CIC

Chief Investment Officer

Read Bio >>
Paul Lythberg

Paul A. Lythberg

Chief Compliance Officer/Chief Operating Officer

Read Bio >>
carolyn-g_thumb

Carolyn B. Goldhaber

Chief Financial Officer

Read Bio >>
Jasper_Frontz_headshot

Jasper R. Frontz, CFA, CPA

Chief Compliance Officer/SBH Funds

Read Bio >>
markrewey

Mark W. Rewey

Director of Marketing & Business Development

Read Bio >>

Department Leaders

clarkkoertner

Clark W. Koertner

Director of Institutional Sales

Read Bio >>
Cynthia_Knowlton_headshot_NEW

Cynthia G. Knowlton, CFA

Director of Marketing

Read Bio >>
stephenlapointe

Stephen M. LaPointe

Director of Operations

Read Bio >>
Derrick_Smith_headshot

Derrick Smith

Director of Information Technology

Read Bio >>
jacquelinebenitez

Jacqueline L. Benitez, SPHR, CEBS

Director, Human Resources

Read Bio >>

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