Senior Leadership

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Philip L. Hildebrandt, CFA

Chief Executive Officer, Principal

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ralphsegall

Ralph M. Segall, CFA, CIC

Chief Investment Officer, Principal

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Paul Lythberg

Paul A. Lythberg, CPA

Chief Compliance Officer/Chief Operating Officer, Principal

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Carolyn B. Goldhaber

Chief Financial Officer, Principal

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Jasper R. Frontz, CFA, CPA

Chief Compliance Officer/SBH Funds, Principal

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Scott D. Roulston

Director of Wealth Management, Principal

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Mark W. Rewey

Director of Marketing & Business Development, Principal

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Derek R. Anguilm, CFA

Director of Dividend Value Strategies, Principal

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Department Leaders

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Clark W. Koertner

Marketing & Business Development, Principal

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Cynthia G. Knowlton, CFA

Director of Marketing, Principal

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Gina T. Ehrlich

Director, Information Technology

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stephenlapointe

Stephen M. LaPointe

Manager, Separately Managed Accounts Operations

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Suzanne H. Beck

Controller

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jacquelinebenitez

Jacqueline L. Benitez, SPHR

Director, Human Resources

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