About SBH

Building Better Financial Futures, One Client at a Time

Expertise Navigating
Diverse Markets

Our clients benefit from a proprietary investment process that has been tested in almost every market. We leverage our experience to provide intelligently constructed portfolio solutions for private, intermediary, and institutional clients.

Our Core Purpose

At SBH, our aim is to help create a better financial future for our clients. We foster a culture committed to putting our clients first and promoting a diverse and inclusive workforce where individuals from varied backgrounds can thrive, delivering top talent and service.

$21.5 Billion

in assets under management/ assets under advisement.*

28 Years

Providing customized wealth and investment solutions to help clients achieve their goals.

25+ Years​

Average years of experience for portfolio managers.

70%

Percentage of investment professionals that are CFA® charterholders.**

*Data as of September 30, 2022. Model UMA assets of $384.1 million are included in the AUA portion of the AUM/AUA total as of September 30, 2022.

**CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Values

Integrity

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

Trust

Clients have entrusted us with their assets; which is a privilege and a responsibility.

Humility

Open to ideas, learning from experiences, and opportunistic to improve.

Curiosity

Persistent desire to learn helps meet the objectives and evolving needs of our clients.

Inclusion

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

Play Video

Phil's Values Video

SBH CEO Philip Hildebrandt discusses the core set of values that guides the advice we provide, the strategies we recommend, and the way we manage client portfolios. 

Leadership

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

P_Hildebrandt

Philip L. Hildebrandt, CFA

Chief Executive Officer
C_Goldhaber

Carolyn B. Goldhaber

President
Ralph_Segall

Ralph M. Segall, CFA, CIC

Chief Investment Officer
P_Lythberg

Paul A. Lythberg

Chief Operating Officer/
Chief Compliance Officer
Jasper_F

Jasper R. Frontz, CFA, CPA

Chief Compliance Officer of SBH Funds
J_Washburn

Joan L. Washburn

Chief Financial Officer

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 with local universities, 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.

Chicago CRED

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

SBH College Career Day

SBH College Career Day is designed to provide local college students with insights into the investment management industry. Students from local universities visit our office for a day-long event, hearing presentations from SBH professionals and meeting with them in an informal setting. Following the educational sessions, students and SBH employees have an opportunity to network at a reception hosted for them.

WIIN - Women in Institutional Finance Network

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Kids First Chicago

Segall Bryant & Hamill is proud to support Kids First Chicago. Their mission is 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 about Kids First Chicago, please visit their website.

Working in the Schools (WITS)

We are proud to be a part of the Workplace Mentoring Program with Working in the Schools (WITS), which promotes literacy and the love of reading among Chicago’s youth by providing one-on-one tutoring and mentoring. Proudly serving Chicago Public Schools for 19 years, we take great pride in the quality of our programs and the continued success of our outreach. For more information about Working in the Schools, please visit their website.

Reading Partners

Segall Bryant & Hamill is proud to support Reading Partners. The mission of Reading Partners is to help children become lifelong readers by empowering communities to provide individualized instruction with measurable results. Volunteers specifically provide one-on-one tutoring for K-4th graders who are reading 1 month to 2.5 years behind grade level. For more information, please visit their website.

Evanston Community Foundation

Segall Bryant & Hamill is proud to support the Evanston Community Foundation (ECF). The mission of ECF is to “help Evanston thrive now and forever as a vibrant, inclusive, and just community. The Evanston Community Foundation builds, connects, and distributes resources and knowledge through local organizations for the common good.” For more information about Evanston Community Foundation, please visit their website.

Ronald McDonald House of Charities® of Chicagoland & Northwest Indiana

Segall Bryant & Hamill is proud to support Ronald McDonald House Charities® of Chicagoland & Northwest Indiana (RMHC®-CNI). The mission of RMHC-CNI is to care for families of children with complex medical needs by providing comfort, compassion and a sense of community. RMHC-CNI keeps families of hospitalized children together in a ‘home away from home’. For more information about Ronald McDonald House Charities® of Chicagoland & Northwest Indiana, please visit their website.

Youth Job Center

Segall Bryant & Hamill proudly supports the Youth Job Center (YJC), an agency with a 33-year history of supporting youth in Evanston and Chicago. The mission of the YJC is to “equip youth and young adults, ages 14 to 25, with the skills and confidence they need to get a job and pursue a career. In partnership with schools, employers and partners, the YJC is creating a stronger community, one job at a time.” For more information about the Youth Job Center, please visit their website.

Openlands

Segall Bryant & Hamill is proud to support Openlands. Founded in 1963, Openlands is one of the nation’s oldest and most successful metropolitan conservation organizations. The mission of Openlands is to “secure, protect, and provide public access to more than 55,000 acres of land for parks, forest preserves, wildlife refuges, land and water greenway corridors, and urban gardens.” For more information about Openlands, please visit their website.

Chicago Foundation for Women

Segall Bryant & Hamill is proud to support the 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 about the Chicago Foundation for Women, please visit their website.

The Civic Federation of Chicago

Philip Hildebrandt, Chief Executive Officer at Segall Bryant & Hamill, serves as a board member of the Civic Federation of Chicago, an independent, non-partisan government research organization that provides analysis and recommendations on government finance issues for the Chicago region and State of Illinois. The Federation’s membership includes business and professional leaders from a wide range of Chicago area corporations, professional service firms and institutions. For more information about the Civic Federation of Chicago, please 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 (SBH), 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. 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.

Purpose/Mission

Foster a diverse and inclusive workforce and environment where individuals from varied backgrounds are brought together, supported, and valued. 

Vision

Foster a culture that embraces and encourages unique differences, as we believe that diversity and inclusion are the cornerstone of high performance.

Firm 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.