“When we founded SBH, our vision was to offer a personalized and superior client experience delivered through a disciplined process.”

-Ralph Segall, CFA, CIC Co-Founder, Chief Investment Officer

Investment Professionals

ralphsegall

Ralph M. Segall, CFA, CIC

Principal, Chief Investment Officer

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calfredbryant

C. Alfred Bryant, CIC

Principal, Senior Portfolio Manager

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jonathanhamill

Jonathan C. Hamill

Principal, Senior Portfolio Manager

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Victoria K. Cunningham

Principal, Senior Portfolio Manager

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johnlefferty

John M. Lafferty, Jr.

Principal, Senior Portfolio Manager

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Chad A. McDonnell, CFP®

Senior Portfolio Manager

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keithminogue

Keith W. Minogue, CFA

Senior Portfolio Manager

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carolynmoriarty

Carolyn M. Moriarty, CFA, CDFATM

Principal, Senior Portfolio Manager

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scottnewhall

Scott H. Newhall, CFA, CFP®

Senior Portfolio Manager

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Meghan_web

Meghan S. O’Donnell

Principal, Senior Portfolio Manager

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Timothy R. Rich, CFA

Senior Portfolio Manager

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Glenn_Rippey_headshot

Glenn T. Rippey, CFA

Principal, Senior Portfolio Manager

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John N. Roberts, Esq.

Principal, Senior Portfolio Manager

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jeffreyrode

Jeffrey R. Rode, CFA

Principal, Senior Portfolio Manager

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jeffreyslepian

Jeffrey L. Slepian, CPA

Principal, Senior Portfolio Manager

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mjaytrees

M. Jay Trees, CFA, CIC

Senior Portfolio Manager

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Amy A. Cramer

Associate Portfolio Manager

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Sylvia G. Fulk

Associate Portfolio Manager

Wealth Strategies and Planning

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Amy A. Cramer

Associate Portfolio Manager

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Chad_McDonnell_headshot

Chad A. McDonnell, CFP®

Senior Portfolio Manager

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Thomas P. McGrath, CFA

Senior Wealth Advisor

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scottnewhall

Scott H. Newhall, CFA, CFP®

Senior Portfolio Manager

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Research and Alternative Investments

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Alan Polansky, CFA

Director of Research, Wealth Management, Senior Portfolio Manager

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Tom Dzien, CFA

Research Associate

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Client Service

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Snezana Bratic

Client Service Administrator

kellycann

Kelly L. Cann

Client Service Administrator

anniedas

Annie Das

Client Service Administrator

tinafitzwater

Tina R.W. Fitzwater, CFP®

Client Service Administrator

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Devon Moske

Client Service Administrator

natalieruzicka

Natalie A. Ruzicka

Client Service Administrator

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Katelyn Shorkey

Client Service Administrator

Peggy_Underwood_headshot

Peggy L. Underwood

Client Service Administrator